The AI is built to handle messy data, but a little preparation goes a long way.
Import your companies first
The AI matches company names in your file against the companies already in your workspace. If your vendors are not in your catalog yet, bulk import them before you import expenses and the AI can assign them automatically.
Use consistent names and numbers
The AI uses fuzzy matching to link your file to your FlipperForce settings. If your file uses company names or account numbers, such as the last four digits, that closely match what you already have in FlipperForce, the AI can map them instantly. If the data is too vague, the AI leaves the field blank for you to fill in during review.
Remove confusing columns
Some exports, Home Depot in particular, include separate columns for Amount, Tax and Total. Deleting those extra columns before you upload prevents the AI from getting distracted and ensures it pulls the correct final totals.
Set up your categories first
The AI can only assign expenses to categories that already exist on the project. If the project has no estimate yet, the only category available is Repair Costs. Load an Estimate Template in the Repair Estimator before you import.
Always check the preview
The Preview Window stacks the imported data on top of the original data from your file. Spot-check it before confirming, particularly the first time you import from a new source.
Read the full article: How do I get the best results from the AI Bulk Expense Importer?