Overview of Accepted Fields

Required Fields

System Field Name	Expected Format	Definition	Additional Information
`firm_billing_number`	Text	Internal billing reference (Matter Number)	Billing number must match the PDF file name
`servee_name`	Text	Full name of the individual, registered agent, or business being served	Required for job submission
`documents_name`	Text	Name your PDF document	Please name your documents exactly as you want them to appear on the affidavit
`job_type`	Text	Type of job being uploaded	Must be an allowed value. See list at bottom of this table*
`court_state`	State abbreviation	State where the documents originated (where the case was filed)	Please use a state abbreviation only (e.g., TX or CA)
`plaintiffs`	Text	Plaintiffs as listed on your documents	For property management, list the HOA or management company
`defendants`	Text	Full name, business name, or list of defendants	For property management, list the occupant(s)
`address_1_type`	Text	Allowed values: HOME, BUSINESS, REGISTERED_AGENT, ENTITY, OTHER	Select one. Required for job submission
`address_1_street`	Text	Street address for primary job address	Important: Exclude apartment, unit, etc.
`address_1_city`	Text	City name for primary job address
`address_1_state`	Text	State name or abbreviation for primary job address
`address_1_zip`	Text	Zip code for primary job address
`serve_speed`	Text	Allowed values: STANDARD, EXPEDITED, SAME_DAY, GARNISHMENT, 2 DAY POST, HYBRID	Required for job submission. See Pricing or contact Customer Experience at support@proofserve.com for questions.

* Allowed job types: Civil, Evictions, Pre-Evictions, Garnishment (Bank), Garnishment (Employer), Garnishment (Consumer), Testimony Subpoena, Document Subpoena, Commercial Debt Collection, Consumer Debt Collection, Divorce, Foreclosure, Protective Orders, Mechanics Lien, Asset Seizure, Criminal, Other, Bankruptcy, Probate, Administrative, Family.

Optional Fields — Servee Info

System Field Name	Expected Format	Definition	Additional Information
`SERVEE_IS_ENTITY`	Numeric (0, 1)	Indicate if servee is an entity	1 for YES, 0 for NO
`SERVEE_DOB`	date	Servee's DOB	Must be `MM/DD/YYYY`, cannot be a future date
`SERVEE_REGISTERED_AGENT_NAME`	Text	Name of registered agent	Required for entity serves

Optional Fields — Addresses

Address 1

System Field Name	Expected Format	Definition	Additional Information
`address_1_business_name`	Text	Business name if address is a business	Recommended to encourage service attempts during business hours
`address_1_suite`	Text	Apartment, Unit, etc., for primary serve address	Important: Add unit details here for proper address verification

Address 2 (backup address)

System Field Name	Expected Format	Definition	Additional Information
`address_2_type`	Text	Allowed values: HOME, BUSINESS, REGISTERED_AGENT, ENTITY, OTHER	Select one. Required for job submission if including a backup address
`address_2_business_name`	Text	Business name if address is a business	Recommended to encourage service attempts during business hours
`address_2_street`	Text	Street address for backup serve address	Important: Exclude apartment, unit, etc.
`address_2_suite`	Text	Apartment, Unit, etc., for backup serve address	Important: Add unit details here for proper address verification
`address_2_city`	Text	City name for backup serve address
`address_2_state`	Text	State name or abbreviation for backup serve address
`address_2_zip`	Text	Zip code for backup serve address

Optional Fields — Court Info

System Field Name	Expected Format	Definition	Additional Information
`court_token`	Text	Proof court reference id	e.g. CRT-ZPNVTD7 If provided, court_name, court_type, court_county and court_address fields are ignored/not required.
`court_name`	Text	Full name of the court where documents originated or must be filed	If applicable
`court_type`	Text	Type of court where documents originated or must be filed	e.g., Judicial, County, District
`court_county`	Text	County where the documents originated or must be filed	e.g. El Paso County, Miami-Dade County
`court_address`	Text	Full address of the court (street address, city, state, zip)	If applicable.
`court_address_street`	Text	Street address of the court	Not required, but if used, this will concatenate into the court_address.
`court_address_city`	Text	City of the court	Not required, but if used, this will concatenate into the court_address.
`court_address_zip`	Text	Zip code of the court	Not required, but if used, this will concatenate into the court_address.
`case_number`	Text	Case number assigned by the court	Required if requesting affidavit or motion filing and Proof is not filing the suit
`court_date`	Text	Court date assigned by the court	If applicable

Optional Fields — Filing

System Field Name	Expected Format	Definition	Additional Information
`file_case`	Numeric (0, 1)	Indicate if the case should be filed. *	0 = No, 1 = Yes (defaults to 0)
`file_affidavit`	Numeric (0, 1)	Indicate if the affidavit should be filed. *	0 = No, 1 = Yes (defaults to 0)
`file_motion_alt_service`	Numeric (0, 1)	Indicate if a motion for alternate service must be filed. *	0 = No, 1 = Yes (defaults to 0)
`file_motion_alt_service_document`	Text	Exact name of the file that will be uploaded to file as a request for alternative service.	Must be different from billing number.
`ATTORNEY_NAME`	Text	Name of the attorney on the case
`ATTORNEY_BAR_NUMBER`	Text	Bar number of the attorney on the case

*Filing is only available in select jurisdictions, and requires prior setup. Please contact Proof Customer Experience or your Account Manager for setup if you have not filed with us before.

Optional Fields — Serve options

System Field Name	Expected Format	Definition	Additional Information
`same_address_index`	Text	Include the billing number of the same-address job to link to	The primary address must match exactly for same-address jobs
`authorize_skiptrace`	Numeric (0, 1)	Enable skip trace for address verification
`subpoena`	Numeric (0, 1)	Indicate if the serve includes a subpoena	1 for YES, 0 for NO
`protective_order`	Numeric (0, 1)	Indicate if the serve includes a protective order or temporary restraining order	1 for YES, 0 for NO
`witness_fee`	Numeric	Dollar amount for the witness fee check	Enter amount over 1 or enter "Calculate it for me"
`disclosure_fee`	Numeric	Dollar amount for the disclosure fee check	Can only be added to GARNISHMENT job type
`force_certify`	Numeric (0, 1)	Override state rules to issue a certified affidavit instead of notarized	1 for YES, 0 for NO
`notes`	Text	Additional serve details for the server (Servee age or best time to find the servee at home)	Do not use this field for serve or affidavit requirements
`special_req`	Numeric (0, 1, 2)	This field allows you to override or manually set your special requirements. Enter the ID of each special requirement separated by a comma to set specific non-default requirements in this field.	56, 246, 32 (defaults to 0)

Optional Fields — Mailing

Mailing is typically added to a serve automatically by the Proof system when it is required by the serve's jurisdiction or if you have a pre-configured mailing rule set up with us (contact your Account Manager to set this up). Mailing can also be added on a serve ad-hoc using the following fields.

System Field Name	Expected Format	Definition	Additional Information
`mailing_1_trigger`*	Text	Allowed values: CLOSEOUT_ANY, CLOSEOUT_SUCCESS, CLOSEOUT_FAILURE, SERVICE_OUTCOME	Defines what should trigger the mailing. If based on service outcome, `mailing_1_so_trigger_1_is_successful` or `mailing_1_so_trigger_1_service_type` must also be populated
`mailing_1_so_trigger_1_is_successful` **	numeric (0 or 1)	0 for no 1 for yes	Defines whether to mail if service is successful
`mailing_1_so_trigger_1_service_type` **	Text	Allowed values: REGISTERED_AGENT, PERSONAL, RESIDENTIAL_SUB, WORK_SUB, REFUSAL, POSTING, OTHER, UNSUCCESSFUL, JAIL	service outcome that should trigger mailing. Optional, only used if mailing trigger is "SERVICE_OUTCOME"
`mailing_1_tier`*	Text	Allowed values: FIRST_CLASS, CERTIFIED	Enter “FIRST_CLASS” for first class mail and “CERTIFIED” for certified mail.
`mailing_1_type`*	Text	Allowed values: SERVER, AUTOMATED	Enter who should handle the mailing.
`mailing_1_recipient_name`*	Text		name of mailing recipient (only populate if mailing to a custom address, otherwise, mailing address will default to the active address on the serve)
`mailing_1_address_1`*	Text		Only populate if mailing to a custom address, otherwise, mailing address will default to the active address on the serve
`mailing_1_address_2`*	Text		Only populate if mailing to a custom address, otherwise, mailing address will default to the active address on the serve
`mailing_1_city`*	Text		Only populate if mailing to a custom address, otherwise, mailing address will default to the active address on the serve
`mailing_1_state_id`*	numeric		Reach out to support for state id mappings.
`mailing_1_zip`*	numeric		Only populate if mailing to a custom address, otherwise, mailing address will default to the active address on the serve

*Multiple mailings can be added on a serve at creation, use mailing fields and increment the number for each mailing field to enter the details of subsequent mailings.

**Multiple triggers can be added on a mailing, increment the number on the "mailing_1_so_trigger_1_service_type" field to enter the additional triggers.

Download the Bulk Upload template here 👇

BulkUpload_Template_2026.csv

Bulk Upload Template and Overview of Required Fields

Bulk Upload Template