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Bill & invoice import connector

Qualifier: manual import

Import vendor bills and invoices (PDF, CSV, Excel) or enter amounts manually. This is a manual import path — not a scheduled API pull.

Status: Available · Claim C-24

Overview

Import vendor bills and invoices (PDF, CSV, Excel) or enter amounts manually. This is a manual import path — not a scheduled API pull.

Data pulled

  • Parsed line items and totals into spend_records (source_type manual_upload / manual entry)
  • Optional currency and project label on upload

Authentication & credential storage

Meridian stores the following fields for this connector (values encrypted at rest):

  • Uploaded file bytes (encrypted object storage) and upload_history metadata
  • No vendor API keys for this path
  • Uploads require an authenticated Meridian session (Firebase / org membership).
  • Files are stored encrypted in object storage; revoke access by deleting the upload or leaving the org.

Sync schedule & behavior

Data appears when processing completes (async). There is no provider API lag. API connectors sync every 6 hours; bill import is on-demand only.

Setup steps

  1. Open Meridian → Uploads.
  2. Choose vendor, optional currency and project label, and drop a PDF/CSV/Excel file — or use Manual entry.
  3. Wait for processing status completed and confirm spend_records.

Troubleshooting

  • Stuck pending: confirm Celery/Redis workers are running for invoice processing.
  • Parse errors: try CSV/Excel or adjust date override; PDF quality affects extraction.

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