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Invoice Data Ingestion
  • 09 Jan 2025
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Invoice Data Ingestion

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Article summary

The Invoice Data Ingestion feature provides a secure method for businesses to upload batch invoice files using an SFTP server. The system ingests and transforms these files into the Bill Explainer’s standardized data model, ensuring seamless integration into the platform. This feature is designed for businesses that prefer bulk data processing over real-time API integration, offering a flexible and secure approach to data management.

Key Benefit

This feature ensures that businesses without API capabilities can still integrate their billing data efficiently and securely. The system automates the ingestion and transformation process, reducing the need for manual data handling.

Use Case

The Problem

Businesses that rely on batch processing need a secure, scalable method to upload large volumes of invoice data.

The Solution

The Invoice Data Ingestion feature provides an SFTP server for secure file uploads, automatically processing and transforming the files into the Bill Explainer model.

Benefits

  • Secure and scalable method for file uploads.

  • Automated transformation reduces manual workload.

  • Ensures data consistency across all bills.

How it Works

  1. Client Setup: Bill Explainer configures the system with the client’s unique ID.

  2. SFTP Server Setup: Clients are provided credentials for secure file uploads.

  3. File Upload: The client uploads invoice files in batch mode.

  4. Data Transformation: The system automatically transforms the data.

  5. Storage: Transformed data is stored for future use in Bill Explainer.

Common Issues/Troubleshooting

  • File Upload Errors: Ensure correct file formats and valid credentials.

  • Data Mismatch: Review transformation logic for accuracy.


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