Select the PDF format to customize the field mappings so that any uploaded invoice for the specific format would save the values to the provided target field here.

Toggle the Active input to make the format available to users when uploading the invoices.

The field mapping grid contains the following columns:

• Source Field - The source field values are automatically loaded when the PDF format is selected.
   
• Field Type - The field type is automatically detected based on the field in the PDF format specification.
   
• Target Object - Select the target object where you would want to save the uploaded invoice value.
   
• Target Field - Select the target field where you want to save the specific field from the uploaded invoice's field value.
   
• Do Not Map - Toggle the Do Not Map input when you do not want the user to save the specific PDF specification source field.

The Lookup Via option is available when the target field is a lookup field or a master-detail field. This option establishes a relationship between the imported records and existing records in the organization by looking up values in a specified field. This is particularly useful when importing related data, such as linking accounts, contacts, matters, timekeepers, and UTBMS codes to be looked up using their names or unique identifiers.

Configuring the Lookup Via Option:

• Choose the Target Field: During the mapping step, select the field in the target object that you want to use for the lookup. For instance, if you're linking accounts to invoice line items, you might choose the Account field.
   
• Specify the Lookup Field: In the "Lookup Via" section, specify the field on the related object that should be used for the lookup. For example, if you're matching accounts by account number, specify the Account Number field in the drop-down.
   
• Handle Multiple Lookup Results Found: In situations where more than one record is found, you may choose how to handle those situations as mentioned below:
   
  • Use the first match if multiple results are found: AdvoLogix will pick the first value if more than one match is found for the selected field.
     
  • Report with an error if more than one match is found: AdvoLogix will mark the row with an error message saying more than one match is found for your field. (This will halt the invoice upload process due to an error.)
     
• Insert null value(s) if no match is found: This option enables the insertion of null values or creates no lookup relationship between the objects if no matches are found.

If the PDF service is extracting data other than the standard field specifications of CaseCloud, which are - Invoice Number, Invoice Date, Account Name, and Line Item Details - Line Item Date, Description, Matter Name, Quantity, Rate, and Total, then any other extra data that is to be saved to Salesforce can be mapped by adding extra field mappings. 

Use the Add Row button to create a custom field mapping row and provide the field mapping details as defined in Step 3 above.

To add a custom field mapping:

1. Select Add Row at the bottom of the field mapping grid.
2. In the Source Field column, enter the field name with one of the following prefixes:
   • invoices. - for invoice‑level data, such as a vendor reference number or billing period.
   • lineitems. - for line item–level data, such as a custom charge category or internal matter identifier.
   • Example: invoices.vendorReferenceNumber or lineitems.internalMatterId
3. In the Extraction Hint column, enter a plain‑English instruction to help the system locate the value in the PDF.
   • Example: Look for the label "Vendor Ref." near the invoice header. The value is alphanumeric.
4. Complete the Field Type, Target Object, and Target Field columns as described in the Field Mapping Grid section above.
5. Select Save.

Click the Save button to save the chosen field mappings.