The AI is built to handle messy data, but a little preparation goes a long way.
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.
See Can I bulk Import my Companies?
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 or does not match anything in your workspace, the AI leaves the field blank for you to fill in during review.
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 every time.
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", and everything you import will land there.
Load an Estimate Template in the Repair Estimator before you import so your full category list is available. See Why do I only see "Repair Costs" as an option?
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.
