---
schema_version: "1"
id: 276cf3b15aa8c96397607754f048f83e3dae040e4ad3b6444ce2002451856c6c
title: Deploy the Payment Reconciliation Data Kit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_payment_reconciliation_setup_deploy_data_kit.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_payment_reconciliation_setup_deploy_data_kit.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ef59abff77a96edad641bb09942dd257a6dde821638ade1d9d3ac1725b154cf7
description: The Payment Reconciliation data kit bundles the data model objects, batch data transforms, data actions, and a data action target that reconcile your payments.
products:
  - Revenue Cloud
release: "264"
---
# Deploy the Payment Reconciliation Data Kit

The Payment Reconciliation data kit bundles the data model objects, batch data transforms, data actions, and a data action target that reconcile your payments.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d148517e73">User Permissions Needed</th>
          </tr>
        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d148517e73 ">To set up payment reconciliation and deploy data kits:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d148517e73 ">
              <p>Billing Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Data Cloud Architect permission
                set</p>
            </td>

          </tr>
        </tbody>
      </table>

1. In Data Cloud Setup, click **Data Kits**, and select **Payment Reconciliation**.
2. Deploy the Payment Advice Account Reconciliation and Payment Proof Account Reconciliation bundles.
    1. On the Deploy page, under Connector name, select **PaymentReconciliation**.
    2. Select the connector twice, first for the Payment Advice Account Reconciliation bundle and then for the Payment Proof Account Reconciliation bundle.
3. Check the deployment status in the Deployment History tab.
    
    The deployment can take a few minutes. Confirm that the deployment is completed successfully before you run any payment reconciliation.

After the data kit is deployed, you’re ready to [run payment reconciliation and review the results.](https://help.salesforce.com/s/articleView?id=ind.billing_payment_reconciliation_run.htm&release=264.0.0&type=5 "Payment reconciliation connects the data you prepared in Data 360 with your billing records. After you share your payment advice and payment proof documents through the connector of your choice, Data 360 ingests them, Document AI extracts the data, and your batch data transforms convert it into the fields that Billing needs. When you run the reconciliation transforms, Billing pulls in this data, matches each payment advice against the bank’s payment proof and your open invoices, and creates reconciliation records. Your accounts receivable team then reviews the matched and unmatched records.")