70.2 CSV Mapping and Lookup Tables
70.2.1 Concept ¶
A lookup table translates an invoice value into a target value - e.g.:
| Supplier (match column) |
Vendor number (result column) |
| Sample Office Supplies Ltd |
70001 |
| Baker IT Services LLC |
70002 |
The corresponding placeholder (inserted via Insert placeholder ▼ → Lookup tables) returns at runtime the result value of the row whose match column fits the invoice value. This enables, among others:
- Target folder per supplier: directory
C:\Invoices\<mapping> - each invoice ends up in its supplier’s folder
- DATEV account mapping: the personal account of the DATEV task from seller → vendor number (see chapter 14.3)
- Clerk routing: email sending with a recipient per supplier (alternatively: the CSV recipient list of the send task, see chapter 17.3)
70.2.2 Matching and options ¶
Configurable per lookup table (management: see chapter 40.11):
- Matched via: which invoice/file value serves as the key (selected via the placeholder menu, e.g. “Invoice issuer: Company” or “Customer number”) and against which column it is compared - as exact match, “contains”, or regular expression; multiple conditions (AND-combined) are possible as well
- Result column: which column provides the target value
- Advanced: ignore case, “Replace result with”, allow empty results, and the processing status on a missing match (No match or Error)
You maintain the entries directly in the editor or import them from a CSV file - hence the name CSV mapping.
70.2.3 Global placeholders ¶
For fixed name-value pairs without table logic, there are additionally the global placeholders (see chapter 40.12) - e.g. a central filing path referenced in many profiles and changed in one place when needed.
70.2.4 Behavior on a missing match ¶
If the mapping finds no match, the table option decides the outcome: status Error (default - the invoice appears in the Errors tab) or No match. Alternatively, allow empty results or store a replacement value - processing thus stays controllable even for unknown suppliers.