How do I import materials from receipts in ShopStats.ai?

Learn how to quickly add materials to your ShopStats.ai inventory by importing data directly from your purchase receipts.

ShopStats.ai offers a convenient feature to import materials directly from your purchase receipts. This can save you time and reduce data entry errors. Follow these steps to import materials from receipts:

1. Access the Import Page

Log in to your ShopStats.ai account.
Navigate to the main menu and click on "Import".

2. Select Import Type

On the import page, choose "Materials" as the data type you want to import.
Click "Next" to proceed.

3. Choose Import Method

Select "Import from Receipt" as your import method.
Click "Next" to continue.

4. Upload And Parse Your Receipt

Click on the "Upload Receipt" button.
Select the image file of your receipt. Supported formats include JPG, PNG, and PDF.
Wait for the upload to complete. Once it has been completed, select "Parse Receipt" to extract the data.

5. Review Line Items and Select Materials to Create

Review the line items that ShopStats was able to extract. If any of the items are not elements you would like to import simply leave those line items un checked.
Select "Next" to continue the import process

6. Review Similar Materials

Review any similar materials we found that could be the same as your existing materials.
Select any that you would like to import as the similar material. If you would like to create new materials from the items, uncheck those items from the list
Select "Next" to continue

8. Select Expenses to Create From the Materials

Select the expense from the dropdown that you wish to create for your materials
Select "Next" to continue

9. Edit and Correct Information

If any information is incorrect or missing, you can manually edit the fields.
Each page contains the details of the material and expense that we will create, selecting, pressing next will cycle through these until you have reviewed all of the fields.
Select "Submit" to continue

10. Check Import Results

After the import is complete, you'll see a confirmation message.
Review any warnings or errors that may have occurred during the import.

11. Verify Your Material Data

Navigate to your materials listing page to verify that your new materials have been added correctly.
Make any necessary adjustments to individual material records as needed.

Tip: For best results, ensure your receipt images are clear and well-lit. This will improve the accuracy of the OCR process.

Note: The receipt import feature may have limitations on recognizing handwritten receipts or receipts in certain formats. If you encounter issues, you can always manually enter the data or use the CSV import method.

If you encounter any problems during the receipt import process or have questions about specific fields, don't hesitate to contact our support team for assistance.