When you select AI import, you will be brought to the "AI import" page where you will upload your contract for AI ingestion.

At the top section of the AI import page, click the upload rectangle to add your contract PDF. Once you upload your contract, it will appear in the Subscriptions table below and our AI will take a moment to process data to create a draft subscription from the contract details.

Once the contract data has been extracted by our AI, a Review subscription button will appear on the far right of the Subscriptions table. Click Review subscription to be brought to the Review subscription step. The Review subscription step is where you will confirm customer details in the Company info section and product details, such as name, pricing, and quantity, in the Subscription section.

To update the customer's company info click Edit in the top right of the Company info section. This will open a pop-up that will allow you to update the customer name, address and contact. Any info you update will be reflected in your CRM to maintain customer accuracy.

To update the product details by click Edit in the top right of the Subscriptions section. This will bring you to the Edit Subscription page where you can make changes to pricing terms which include products, pricing, service duration and phases. After making your changes, click Review import to return to the Review Subscription step of the AI import.

You can also open your uploaded contract PDF in a new window, by clicking View contract in the top right of the Subscriptions section.

Once you have reviewed the subscription, click Next: Review billing in the bottom right of the Review subscription page.

In the Review billing step, you will confirm the following billing settings:

The Review Billing step also allows you to preview the invoice schedule which shows the amount and dates for all invoices associated with the subscription. In the invoice schedule, you will see a banner titled "Billing takeover date", this denotes when Turnstile will begin generating invoices for this subscription based on the date the contract PDF was uploaded. The billing takeover date can be adjusted in the Set up invoicing step.

If you need to adjust the invoice schedule, click Edit and the Custom invoice schedule pop-up will open.

Once you have reviewed billing, click Next: Set up invoicing in the bottom right of the Review billing page.

In the Set up invoicing step, you will select how invoices will be sent and confirm what the billing takeover date will be. For more information on invoice providers, view this article.

Once you have set up invoicing for your subscription, click Next: Review & finalize in the bottom right of the Set up invoicing page.

In the Review & finalize step, you will confirm your subscription details before it becomes an active subscription. If anything needs to be changed, you can navigate to the previous step by clicking Back in the bottom left of the page. Once you have reviewed your subscription, click Finalize in the bottom right of the Review & finalize page.

When you select Manual entry, you will be brought to the "Edit subscription" page where you will build the subscription based on the contract.

On the right side of the "Add a subscription" page, you have the option to upload the contract PDF. We strongly recommend uploading the contract PDF so you can have a side to side comparison as you enter the contract details into the subscription to ensure accuracy and a source of truth.

On the left side of the "Add a subscription" page, input the contract details:

Phases allow you to split a service periods these are helpful for situations like offering discounts for an initial trial period, multi-year contracts or adjusting charges over time.

To structure different time periods with unique pricing:

In the "Billing" section, you will add invoicing details for this contract such as:

"Billing takeover date", allows you to select when Turnstile will begin generating invoices for this contract.

For example, below we have a yearlong contract that started on June 1st, 2025. The subscription for this contract was created in Turnstile on August 19th, 2025. The customer paid the 3 monthly invoices for June, July and August so the billing takeover date we would select is September 1st, 2025.

If your contract has terms, click "+ Add Term" to include them on the subscription.

Once you have filled in all of the relevant contract information, click Review in the top right of the "Add a subscription" page. From the "Preview subscription" page, you can confirm the subscription details and preview the invoice schedule which will highlight the billing takeover date.

After confirming the subscription looks as you intend, click Create subscription in the top right of the "Preview subscription" page.