PaymentWorks allows you to map your internal Invoice and Supplier file field names to PaymentWorks-recognized field names, as outlined in our Invoice Upload Format and Supplier File Upload Format documentation. This mapping feature saves time and eliminates the need for manual adjustments on the sending side before uploading files.
Why Map Fields?
Mapping your internal field names ensures compatibility with PaymentWorks’ system and enables smooth uploads. You can map as many fields as needed, whether it’s a single field or all fields, to match your organization's processes.
Steps to Add or Change Field Mappings
Follow these steps to map your fields:
-
Access the Mapping Tool:
Navigate to the Field Mapping Section in your PaymentWorks account. -
Click Edit:
Select the Edit button to modify or add mappings. -
Update Field Names:
- In the What You Call It column, input your internal field names.
- Match these to the corresponding What We Call It column, which lists PaymentWorks-recognized field names.
Example for Supplier File:
Example for Invoice File: - Save Your Changes:
Click Save to apply your mappings. -
Test Your Mappings:
Use a small test file (1-3 records) to ensure that the mappings function correctly. Click Test to confirm accuracy. -
Revert if Needed:
If necessary, you can revert to original mappings by editing the fields again to match the defaults listed in What We Call It.
Key Notes
- Mapping applies to both Invoice and Supplier files.
- You do not need to map all fields at once. Fields can be mapped incrementally based on your requirements.
- Testing ensures that mappings are working correctly without processing large data sets.
Additional Resources
- Check out Mapping Your Internal Invoice Status Codes Knowledge Base article for more information.