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What is Campaign Invoice Portal Upload Automation?
This automation replaces manual campaign invoice capturing with a scheduled, rules-based process. Each month, it identifies completed invoices flagged as campaign-related, extracts the required customer, vehicle, job, parts, and labour fields, then logs into the relevant OEM portal to submit the data and upload the invoice file. The result is faster submissions, fewer errors, and clear traceability across every upload.
Why Teams Use This Automation
Faster monthly submissions: Campaign invoices are processed in batches on schedule, without admin backlogs.
Fewer errors and rejections: Required fields are extracted consistently and validated before upload.
Clear compliance and traceability: Every upload is logged with a success/failure outcome to support audits and finance follow-ups.
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What This Automation Handles
A structured invoice submission workflow that ensures every campaign invoice is captured, validated, and uploaded to the correct portal—without manual re-entry, missed fields, or inconsistent data.
Invoice Identification & Validation
Structured Data Extraction (Dealer System → Portal)
Portal Submission & Invoice Upload
Accounts Payable Readiness & Audit Trail
How We Implement This Automation
- Confirm the exact campaign rules, required fields, and portal submission steps
- Map invoice fields in your dealer system to portal fields (including any transformations)
- Configure secure credentials and schedule triggers for monthly execution
- Build exception handling for missing data, login failures, and portal timeouts
- Test against real invoice scenarios before production rollout
- Go live with monitoring, run logs, and a clear escalation path for exceptions
Automate Campaign Invoice Uploads
Remove month-end admin pressure and get consistent, audit-ready portal submissions. If you run campaign invoicing across an OEM portal, we can deploy a bot that extracts, uploads, and logs every invoice—reliably and on schedule.
