Getting Started With Field Mapping
Field mapping works best when you start from real sample data. The goal is to connect the extracted field names from the document reader to the Business Central fields you want to fill.
Recommended setup order
Section titled “Recommended setup order”You will usually get the best results if you do this in order:
- Process at least one sample document so you can see the extracted field names.
- Open Field Mappings for the analyzer.
- Add the destination fields you need.
- Review and correct the mappings before using them in production.
If you are not sure what a field is called in the extraction result, use View Sample Data on a recent processed document.
The fastest setup method
Section titled “The fastest setup method”For most analyzers, this is the easiest path:
- Click Bulk Add Fields from Table.
- Choose the Business Central table you want to fill.
- Mark the fields you want.
- Let the page create starting field names for you.
- Click Auto-Map Standard Fields.
- Review each row and fix anything that does not look right.
- Add any special cases manually.
This is faster than building every row by hand, and it gives you a clean starting point.
What to look for before you continue
Section titled “What to look for before you continue”Before moving on to detailed review, confirm these basics:
- The extracted field names match the sample data format.
- The destination table is the one you actually want to populate.
- You know which values are header fields and which are repeating line fields.
From here, continue to Create mappings or go straight to Map header and line fields if your analyzer already has draft rows.