Column mapping: Invoices

Mappings · approved version 1

Canonical fields and suggestions

Canonical fields
Field	Required	Approved source	Suggested source	Notes
document_number	required	Invoice No	Invoice No(synonym)	—
party_code	required	Customer ID	Customer ID(synonym)	—
document_date	required	Invoice Date	Invoice Date(synonym)	384 values also read as DD/MM/YYYY; confirm
due_date	required	Due Date	Due Date(exact)	425 values also read as DD/MM/YYYY; confirm
currency	required	Currency	Currency(exact)	—
total	required	Total	Total(exact)	—
open_amount	required	Balance Due	Balance Due(synonym)	—
subtotal	optional	Subtotal	Subtotal(exact)	—
tax	optional	Tax	Tax(exact)	—
fx_rate	optional	Exchange Rate	Exchange Rate(synonym)	—
functional_total	optional	Total (USD)	—	—
party_name	optional	Customer Name	Customer Name(synonym)	—

Unmatched columns: Terms, Total (USD), Status. Start from the suggestion

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Mapping (JSON)

{
  "fields": {
    "document_number": {
      "source": "Invoice No",
      "steps": [
        {
          "step": "trim"
        }
      ]
    },
    "party_code": {
      "source": "Customer ID",
      "steps": [
        {
          "step": "trim"
        }
      ]
    },
    "document_date": {
      "source": "Invoice Date",
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_date",
          "format": "MM/DD/YYYY"
        }
      ]
    },
    "due_date": {
      "source": "Due Date",
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_date",
          "format": "MM/DD/YYYY"
        }
      ]
    },
    "currency": {
      "source": "Currency",
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "currency"
        }
      ]
    },
    "total": {
      "source": "Total",
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_decimal",
          "thousands_separator": ","
        }
      ]
    },
    "open_amount": {
      "source": "Balance Due",
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_decimal",
          "thousands_separator": ","
        }
      ]
    },
    "subtotal": {
      "source": "Subtotal",
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "empty_to_null"
        },
        {
          "step": "parse_decimal",
          "thousands_separator": ","
        }
      ],
      "required": false
    },
    "tax": {
      "source": "Tax",
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "empty_to_null"
        },
        {
          "step": "parse_decimal"
        }
      ],
      "required": false
    },
    "fx_rate": {
      "source": "Exchange Rate",
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "empty_to_null"
        },
        {
          "step": "parse_decimal"
        }
      ],
      "required": false
    },
    "party_name": {
      "source": "Customer Name",
      "steps": [
        {
          "step": "trim"
        }
      ],
      "required": false
    }
  },
  "exclude_rows_where_blank": []
}

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Versions

Version 1 approvedchange request