Bulk Import vs. AI Smart Upload vs. creating expiries manually
Three ways to get expiries into ExpiryEdge - pick based on how many you have and what shape your source data is in.
What is it
All three end at the same place - real expiry records - but differ in what kind of source data they expect and how much manual effort is involved.
Why / when to use it
- Create manually for one-off expiries, or the occasional new record - fastest when there's just one and no source data to reuse.
- Bulk Import when you have many records already in a spreadsheet (a CSV/Excel export, a migration from another tool) - it maps columns directly and validates everything before saving, in one all-or-nothing batch.
- AI Smart Upload when your source is not tabular - scanned certificates, signed PDF contracts, photos of licenses - where the fields first need to be extracted by AI rather than mapped from existing columns. It also accepts spreadsheets, so if you're unsure, Smart Upload is the safer default for messy or mixed data; Bulk Import is faster when your spreadsheet is already clean.
- All three funnel into the same review-before-save step, so none of them risk silently importing bad data - the difference is purely about matching the tool to your starting material.