Handle special situations and one-time data uploads.

1. Choose your manual import method.
   • Direct Upload: Upload files directly through the product interface. This method provides immediate feedback on file acceptance and validation results.

     1. Go to the Repository section and click Files.

     2. Click Upload.

     3. Drag and drop the files or click Browse to select them, then click Upload.

     4. Click the Refresh icon on the top-right corner of the filing table to update the processing status and see any validation messages in the Findings column.

   • Manual SFTP: For larger files or secure file transfer preferences.

     1. Connect to your designated SFTP folder.

     2. Place files in the appropriate directory structure.

     3. Files are automatically detected and processed.

     4. Monitor processing status through the product interface.

     5. Receive notifications when processing completes.

2. Make corrections (if needed) in the original ERP or source system so that data integrity is preserved.
   The SAF-T platform will maintain a full audit trail of changes.
   1. Fix the source data: Make corrections in your original system or file where the data originated.
   2. Re-extract the data: Generate a new file with the corrected information.
   3. Re-import: Upload the updated file to Sovos SAF-T using your preferred method (direct, SFTP, or API).
      When you re-import corrected data, the platform automatically detects duplicate records for the same period and applies consolidation rules, including:

      • Removing the old version of the data for the affected period

      • Replacing the old version with the corrected version

      • Maintaining traceability by versioning all file activity

      • Reapplying all validation rules to the updated data

   4. Validate your data changes.
      Browse the file history to view either individual uploaded files or consolidated data (Full). This allows you to validate what has been processed for each reporting period.
   5. Review your uploaded source data and ensure it is correct.