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Bulk Upload Template and Overview of Required Fields
Bulk Upload Template and Overview of Required Fields

Download the official Bulk Upload template and learn which fields are required, their expected formats, and best practices.

Chad Blumenthal avatar
Written by Chad Blumenthal
Updated this week

Bulk Upload Tempalte

Scroll to the bottom of this article and click on the file to download.

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

✅ Yes

documents_name

Text input

Name your PDF document

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

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

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

court_city

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

court_zip

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

✅ Yes

plaintiffs

Text input

Plaintiffs as listed on your documents

For property management, list the HOA or management company

✅ Yes

court_state

State abbreviation

State where the documents originated

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

✅ Yes

defendants

Text input

Full name, business name, or list of defendants

For property management, list the occupant(s)

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_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

authorize_skiptrace

Numeric (0, 1)

Enable skip trace for address verification

✅ Yes

serve_speed

Text input

Options: STANDARD, EXPEDITED, SAME_DAY, GARNISHMENT, POSTING, HYBRID

Required for job submission. See Pricing or contact Customer Experience for questions.

subpoena

Numeric (0, 1)

Indicate if the serve includes a subpoena

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

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

Numeric (0, 1, 2)

Mailing speed selection

1 = First class mail, 2 = Certified mail (Certified mail via bulk upload available mid-2025)

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

Download the Bulk Upload template here 👇

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