Field Mappings
80
Active Mappings
4
Templates
2
Monday Boards
Field Mappings Configuration
| Template | Monday Board | From Email | Field Mappings (JSON) | Actions |
|---|---|---|---|---|
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First Template
18 placeholders
|
Invoices Journal | billing@spotware.com |
{"_email_condition_1": {"condition": "Billing Email=billing@spotware.com", "monday_column": "Billing Email"}, "_email_condition_2": {"condition": "Billing Email=BillingSG@spotware.com", "monday_column": "Billing Email"}, "attachment_url": {"condition": "Billing Email=None", "monday_column": "Document Final"}, "calculated_total_with_vat": {"condition": "Billing Email=None", "monday_column": "calculated_total_with_vat"}, "cc_email": {"condition": null, "monday_column": "CC Email"}, "ce_field": {"condition": "Billing Email=None", "monday_column": "CE (mirror)"}, "client_company_name": {"condition": "Billing Email=None", "monday_column": "Contracting Entity"}, "company_name": {"condition": "Billing Email=None", "monday_column": "OurCompany"}, "currency_symbol": {"condition": "Billing Email=None", "monday_column": "Currency Symbol"}, "due_date": {"condition": null, "monday_column": "Invoice Created Date"}, "invoice_date": {"condition": "Billing Email=None", "monday_column": "Invoice Created Date"}, "invoice_due_date": {"condition": null, "monday_column": "Calculated Field"}, "invoice_id": {"condition": "Billing Email=None", "monday_column": "Document ID"}, "invoice_type": {"condition": "Billing Email=None", "monday_column": "Document Type"}, "item_id": {"condition": "Billing Email=None", "monday_column": "Item ID"}, "payment_terms": {"condition": null, "monday_column": "Payment Terms"}, "recipient_email": {"condition": "Billing Email=None", "monday_column": "Send To Email"}, "recipient_name": {"condition": "Billing Email=None", "monday_column": "Send To Email"}}
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Monthly Template
19 placeholders
|
Invoices Journal | billing@spotware.com |
{"_email_condition_1": {"condition": "Billing Email=billing@spotware.com", "monday_column": "Billing Email"}, "_email_condition_2": {"condition": "Billing Email=BillingSG@spotware.com", "monday_column": "Billing Email"}, "attachment_url": {"condition": "Billing Email=None", "monday_column": "Document Final"}, "calculated_total_with_vat": {"condition": "Billing Email=None", "monday_column": "calculated_total_with_vat"}, "cc_email": {"condition": "Billing Email=None", "monday_column": "CC Email"}, "ce_field": {"condition": "Billing Email=None", "monday_column": "CE (mirror)"}, "client_company_name": {"condition": "Billing Email=None", "monday_column": "Contracting Entity"}, "company_name": {"condition": "Billing Email=None", "monday_column": "OurCompany"}, "currency_symbol": {"condition": "Billing Email=None", "monday_column": "Currency Symbol"}, "due_date": {"condition": "Billing Email=None", "monday_column": "Invoice Created Date"}, "invoice_date": {"condition": "Billing Email=None", "monday_column": "Invoice Created Date"}, "invoice_due_date": {"condition": "Billing Email=None", "monday_column": "Calculated Field"}, "invoice_id": {"condition": "Billing Email=None", "monday_column": "Document ID"}, "invoice_period": {"condition": "Billing Email=None", "monday_column": "Invoice Period"}, "invoice_type": {"condition": "Billing Email=None", "monday_column": "Document Type"}, "item_id": {"condition": "Billing Email=None", "monday_column": "Item ID"}, "payment_terms": {"condition": "Billing Email=None", "monday_column": "Payment Terms"}, "recipient_email": {"condition": "Billing Email=None", "monday_column": "Send To Email"}, "recipient_name": {"condition": "Billing Email=None", "monday_column": "Send To Email"}}
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Payment Template
21 placeholders
|
Invoices Journal | billing@spotware.com |
{"_email_condition_1": {"condition": "Billing Email=billing@spotware.com", "monday_column": "Billing Email"}, "_email_condition_2": {"condition": "Billing Email=BillingSG@spotware.com", "monday_column": "Billing Email"}, "attachment_url": {"condition": "Billing Email=None", "monday_column": "Document Final"}, "calculated_total_with_vat": {"condition": "Billing Email=None", "monday_column": "calculated_total_with_vat"}, "cc_email": {"condition": "Billing Email=None", "monday_column": "CC Email"}, "ce_field": {"condition": "Billing Email=None", "monday_column": "CE (mirror)"}, "client_company_name": {"condition": "Billing Email=None", "monday_column": "Contracting Entity"}, "company_name": {"condition": "Billing Email=None", "monday_column": "OurCompany"}, "currency_symbol": {"condition": "Billing Email=None", "monday_column": "External Currency Symbol"}, "due_date": {"condition": "Billing Email=None", "monday_column": "Invoice Created Date"}, "invoice_date": {"condition": "Billing Email=None", "monday_column": "Invoice Created Date"}, "invoice_due_date": {"condition": "Billing Email=None", "monday_column": "Calculated Field"}, "invoice_id": {"condition": "Billing Email=None", "monday_column": "Document ID"}, "invoice_period": {"condition": "Billing Email=None", "monday_column": "Invoice Period"}, "invoice_type": {"condition": "Billing Email=None", "monday_column": "Document Type"}, "item_id": {"condition": "Billing Email=None", "monday_column": "Item ID"}, "payment_amount": {"condition": "Billing Email=None", "monday_column": "Payment Amount"}, "payment_date": {"condition": "Billing Email=None", "monday_column": "Payment Date"}, "payment_terms": {"condition": "Billing Email=None", "monday_column": "Payment Terms"}, "recipient_email": {"condition": "Billing Email=None", "monday_column": "Send To Email"}, "recipient_name": {"condition": "Billing Email=None", "monday_column": "Send To Email"}}
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Credit Note Template
22 placeholders
|
Invoices Journal | Default |
{"_email_condition_1": {"condition": null, "monday_column": "Billing Email"}, "_email_condition_2": {"condition": null, "monday_column": "Billing Email"}, "attachment_url": {"condition": null, "monday_column": "Document Final"}, "calculated_total_with_vat": {"condition": null, "monday_column": "calculated_total_with_vat"}, "cc_email": {"condition": null, "monday_column": "CC Email"}, "ce_field": {"condition": null, "monday_column": "CE (mirror)"}, "client_company_name": {"condition": null, "monday_column": "Contracting Entity"}, "company_name": {"condition": null, "monday_column": "OurCompany"}, "credit_amount": {"condition": null, "monday_column": "TotalAmountNew"}, "currency_symbol": {"condition": null, "monday_column": "External Currency Symbol"}, "due_date": {"condition": null, "monday_column": "Invoice Created Date"}, "invoice_date": {"condition": null, "monday_column": "Invoice Created Date"}, "invoice_due_date": {"condition": null, "monday_column": "Calculated Field"}, "invoice_id": {"condition": null, "monday_column": "Document ID"}, "invoice_period": {"condition": null, "monday_column": "Invoice Period"}, "invoice_type": {"condition": null, "monday_column": "Document Type"}, "item_id": {"condition": null, "monday_column": "Item ID"}, "payment_terms": {"condition": null, "monday_column": "Payment Terms"}, "recipient_email": {"condition": null, "monday_column": "Send To Email"}, "recipient_name": {"condition": null, "monday_column": "Send To Email"}, "sub_document_type": {"condition": null, "monday_column": "Sub Document Type"}, "wallet_field": {"condition": null, "monday_column": "Bank Account Item ID"}}
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Monday.com Board Columns
Sales OnBoarding (1504720845)
Name
name
Subitems
subtasks
Person
people
Contact Person
text
Contact Email
email
Domain
link
Contracting Entity
text
Client
dropdown
Company Address
long_text
Type
status
Product
status
Product
dropdown
CE
status
Currency
status
Startup Conditions
status
Branded
status
DD Form
status
Declarations
status
KYC Docs
status
Corporate Docs
status
All Docs
status
Drive URL
link
Approved
status
Date of Approval
date
Agreement Sent On
date
Agreement Signed On
date
Agreement Status
status
PaymentTerms
status
Invoice Sent Date
date
Due Date
formula
Invoice Paid Date
date
2nd/Last Payment(if any)
date
Invoice
status
Invoice No
text
Invoice #
formula
Billing Notes
text
monday Doc v2
direct_doc
VAT Jurisdiction
status
VAT Number
text
VAT Applicable
formula
VAT Percentage
formula
Grace Period
numbers
Wallet Number
text
Special Conditions
long_text
Effective Billing Start Date
date
Subitems SubTotal 1
mirror
VAT Amount
formula
Total Amount
formula
Document Type
formula
BillingEmail
formula
Invoice Files
file
Send Invoice
button
InvoiceNotes
formula
Banks
board_relation
BankAccountDetails
mirror
Currency Symbol
mirror
PaymentMade
numbers
UniqueClientPrefix
numbers
Item ID
item_id
OurCompany
board_relation
OurCompanyBackground
mirror
OurCompanyLogo
mirror
OurCompanyAddress
mirror
AttachmentPrefix
formula
VATNoNew
formula
Additional Notes
formula
Billing Actions
status
Automation Response
long_text
Banks Item ID
mirror
OurCompany Item ID
mirror
Effective Billing Date
formula
Connect boards
board_relation
Invoices Journal (2020335393)
Name
name
Subitems
subtasks
Clients Deal
board_relation
UniqueClientPrefix
mirror
Contracting Entity
mirror
Client Priority
mirror
Client Type
mirror
Client Deal Item ID
mirror
Client Item ID
mirror
CE
mirror
Client Status
text
Document ID
numbers
Parent Document ID
numbers
Document Subject
status
Document Type
status
Invoice Period
date
Invoice Max Period
date
Service Date
formula
Invoice Created Date
date
Invoice Sent Date
date
Payment Terms
status
Due Date
formula
VAT Jurisdiction
status
VAT Number
text
VAT Applicable
formula
Subitems SubTotal 1
mirror
VAT Amount
formula
External Reference ID
text
Payment Date
date
Payment Amount
numbers
Total Amount
formula
Outstanding Balance
numbers
Balance Due
formula
Item Status
status
Wallet Number
text
Wallet Asset
status
Internal Notes / Comments
long_text
Date Auto Data Filled
date
Client Group
text
External Currency Symbol
text
External Payment Method
status
Grace Period
numbers
Special Conditions
long_text
Bank Accounts
board_relation
Invoice Currency
mirror
Currency Symbol
mirror
Company
mirror
AccountDetails
mirror
OurCompany
board_relation
OurCompanyBackground
mirror
OurCompanyAddress
mirror
OurCompanyLogo
mirror
Additional Notes
formula
VAT No New
formula
Company Address
mirror
Attachement Prefix
formula
Billing Email
text
InvoiceNotes
formula
Send To Email
text
CC Email
long_text
Document Draft
file
Document Final
file
Document Status
status
Clients Deal ID
numbers
DocumentIDNew
formula
Date
date
SubTotalAmountNew
numbers
VAT(YES/NO)
text
VATAmountNew
formula
TotalAmountNew
formula
BalanceDueNew
formula
ErrorFormula
formula
ClientsBoardIDNew
numbers
Document Source Type
text
ParentDocumentIDNew
text
Automation Response
long_text
Follow Up Notes
long_text
Amount Paid
numbers
Payment Status
status
Item ID
item_id
Payment Difference
formula
Date of Payment
date
Over Due Days
formula
Over Due Brackets
formula
Invoices Count Number
formula
Client Name
text
Bank Account Item ID
mirror
Generate Document ID
status
OurCompanyItemID
mirror
Billing Notes
long_text
Sub Document Type
status
Formula
formula
Effective Billing Start Date
date
Days to Payment
formula
Calculation Breakdown
file