Custom Fields

MakersHub supports two types of custom fields: integration-specific fields that map to and sync with your ERP, and internal fields you build inside MakersHub to track data and drive automations without touching your ERP. This article covers how to set up and apply each.

Integration-Specific Custom Fields

Once you're integrated, MakersHub can see the custom fields already configured in your ERP. Map any of these into MakersHub to track your AP data against them, and that information will flow back to your ERP as expected.

To set them up, navigate to your Name > Integrations > View > Integration Data tab. Toggle on Enable Custom Fields, then click Update Mapping at the bottom of the screen to save.

From the Integration Data tab, map your Top-Level Custom Fields and/or Line-Level Custom Fields. Click the plus icon to add a field, then select from the dropdown of custom fields available in your ERP. Once a field is mapped, you can review the contents of each list here as well. Click Update Mapping to save.

Once configured, these custom fields will be available to code directly on your bills.

Internal Custom Fields

Sometimes you need to pull a specific value off the bill to drive an automation or track something on its own. You can do this by configuring an internal custom field - at the header level or line level - and train MakersHub to capture the data you need.

Note:

Data tracked through internal custom fields does not sync to your ERP.

To set them up, navigate to your Name > Bill Settings > Data Processing tab, then click Configure to build a custom field.

Say you need to track the Warehouse field on a batch of New Balance bills, with the goal of having the system read that warehouse and automatically assign a class or account through integration mapping. Create the Warehouse field, then click Update Settings to save.

Once configured, these trainable fields appear on your bills. Reliably capturing a field like this expands what you can automate - anything on the bill can become a trigger for coding automations elsewhere through integration mapping.

For more information on our OCR Training, see the following article: OCR Training Overview.