Bulk Upload Template and Overview of Required Fields

Required

System Field Name

Expected Format

Definition

Additional Information

✅ Yes

firm_billing_number

Text input

Internal billing reference (Matter Number)

Billing number must match the PDF file name

case_number

Text input

Case number assigned by the court

If applicable. Leave blank if unavailable.

✅ Yes

servee_name

Text input

Full name of the individual, registered agent, or business being served

Required for job submission

same_address_index

Text input

Include the billing number of the same-address job to link to

The primary address must match exactly for same-address jobs

✅ Yes

documents_name

Text input

Name your PDF document

Please name your documents exactly as you want them to appear on the affidavit

✅ Yes

court_state

State abbreviation

State where the documents originated

Please use a state abbreviation only (e.g., TX or CA)

✅ Yes

plaintiffs

Text input

Plaintiffs as listed on your documents

For property management, list the HOA or management company

✅ Yes

defendants

Text input

Full name, business name, or list of defendants

For property management, list the occupant(s)

court_name

Text input

Full name of the court

If applicable

court_date

Text input

Court date assigned by the court

If applicable

court_address

Text input

Full address of the court (street address, city, state, zip)

If applicable. If you opt instead to use the court_address_street, court_city, court_zip fields you will not need to fill in this field.

court_address_street

Text input

Street address of the court

Not required, but if used, this will concatenate into the court_address. The field will also

court_address_city

Text input

City of the court

Not required, but if used, this will concatenate into the court_address.

court_address_zip

Text input

Zip code of the court

Not required, but if used, this will concatenate into the court_address.

servee_is_entity

Numeric (0, 1)

Indicate if servee is an entity

1 for YES, 0 for NO

servee_registered_agent_name

Text input

Name of registered agent

Required for entity serves

✅ Yes

address_1_type

Text input

Options: HOME, BUSINESS, REGISTERED_AGENT, ENTITY, OTHER

Select one. Required for job submission

address_1_business_name

Text input

Business name if address is a business

Recommended to encourage service attempts during business hours

✅ Yes

address_1_street

Text input

Street address for primary job address

Important: Exclude apartment, unit, etc.

address_1_suite

Text input

Apartment, Unit, etc., for primary job address

Important: Add unit details here for proper address verification

✅ Yes

address_1_city

Text input

City name for primary job address

✅ Yes

address_1_state

Text input

State name or abbreviation for primary job address

✅ Yes

address_1_zip

Text input

Zip code for primary job address

address_2_type

Text input

Options: HOME, BUSINESS, REGISTERED_AGENT, ENTITY, OTHER

Select one. Required for job submission

address_2_business_name

Text input

Business name if address is a business

Recommended to encourage service attempts during business hours

address_2_street

Text input

Business name if address is a business

Recommended to encourage service attempts during business hours

address_2_suite

Text input

Street address for secondary job address

Important: Exclude apartment, unit, etc.

address_2_city

Text input

Apartment, Unit, etc., for secondary job address

Important: Add unit details here for proper address verification

address_2_state

Text input

City name for secondary job address

address_2_zip

Text input

State name or abbreviation for secondary job address

✅ Yes

serve_speed

Text input

Options: 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.

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 type "Calculate it for me"

disclosure_fee

Numeric

Dollar amount for the disclosure fee check

Can only be added to GARNISHMENT job type only

force_certify

Numeric (0, 1)

Override state rules to issue a certified affidavit instead of notarized

1 for YES, 0 for NO

court_type

Text input

Type of court where documents originated or must be filed

Recommended if e-filing or motion & order is required (e.g., Judicial, County, District)

court_county

Text input

County where the documents originated or must be filed

Recommended if e-filing or motion & order is required (e.g., El Paso County, Miami-Dade County)

court_number

Text input

Court number where documents originated or must be filed

Recommended if e-filing (e.g., Precinct 5 Place 1, At Law No. 3)

notes

Text input

Additional job details for the server (Servee age or best time to find the servee at home)

Do not use this field for job or affidavit requirements.

mail_trigger

Numeric (0, 1, 2, 3)

Engage Proof’s mailing feature

0 = No mailing, 1 = Always mail, 2 = Mail if successful, 3 = Mail if unsuccessful

mail_tier

Text input

Add extra diligence to your serve by mailing your documents to the servee after the job is complete.

Enter “FIRST_CLASS” for first class mail and “CERTIFIED” for certified mail.

file_case

Numeric (0, 1, 2)

Indicate if the case should be filed. Please contact Proof Customer Experience or your Account Manager for setup if you have not e-filed with us before.

0 = No, 1 = Yes, 2 = File an Amended Petition

file_affidavit

Numeric (0, 1, 2)

Indicate if the affidavit should be filed. Please contact Proof Customer Experience or your Account Manager for setup if you have not e-filed with us before.

0 = No, 1 = Yes

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

pre_skip_1

Numeric (0, 1, 2)

Use if you requested a pre-skip of the primary address in the spreadsheet

1 if address_1 was preskipped, BLANK if not.

pre_skip_2

Numeric (0, 1, 2)

Use if you requested a pre-skip of the secondary address in the spreadsheet

1 if address_2 was preskipped, BLANK if not.