The Data Ingestion Assistant helps clients ingest and preview billing data faster with less setup and no need for custom code. Prebuilt templates automate mapping and transformation reducing errors and making onboarding repeatable and scalable.
Client admins upload sample invoice files to begin mapping. Predefined templates help match values to the Bill Explainer data model, even if the file formats vary. A built-in visual preview shows how mapped data will appear in the Explainer reducing surprises and improving setup confidence. This creates a reliable, repeatable onboarding experience with minimal technical effort.
Key Benefits
Faster Onboarding: Helps clients go live faster with guided, low-code setup.
Reduced Manual Effort: Automation reduces errors and saves hours of manual mapping work.
Streamlined Workflow: Predefined logic reduces support effort and simplifies ongoing maintenance.
This end-to-end workflow helps any admin ingest new data points quickly without engineering. Follow the steps below to upload, map, test, save, and publish your invoice data using the Data Ingestion Assistant: