Hayylo Document Delivery is a feature that allows you to upload batches of documents, such as invoices and statements and send them to your clients and their contacts, using their contact preferences.
To send a batch, Document Delivery requires a set of documents to be uploaded, along with a mapping file (CSV file) that maps each document (based on the filename) to a client in Hayylo, as well as providing additional metadata about the document (such as invoice amount).
Below are the fields in the mapping document:
| Field | Required | Description |
| Document_Name | Yes | The filename, eg; CL101-Invoice-March22.pdf |
| Customer_Number | Yes | The identifier of the client Hayylo that this document is associated with |
| Document_Number | No | Internal document number, can be used for identification in Hayylo and in the communication sent containing the document. |
| Amount | No | If the document is an invoice, the would refer to the payment amount. This can be used in the communication sent containing the document. |
| Due_Date | No | If the document is an invoice, the would refer to the date that payment is due. This can be used in the communication sent containing the document. |
Download mapping template file
Below is an example of a set of documents and the corresponding mapping file:
Documents:
- CL100-Invoice-March22.pdf
- CL101-Invoice-March22.pdf
- CL102-Invoice-March22.pdf
Mapping file (csv file):
| Document_Name | Customer_Number | Document_Number | Amount | Due_Date |
| CL100-Invoice-March22.pdf | CL100 | CL100_INV_202203 | 125.25 | 05/04/2022 |
| CL101-Invoice-March22.pdf | CL101 | CL101_INV_202203 | 88.60 | 05/04/2022 |
| CL102-Invoice-March22.pdf | CL102 | CL102_INV_202203 | 258.45 | 05/04/2022 |
Notes:
- If any row is missing the Document_Name or Customer_Number, the row will be ignored
- If the Document_Name is not found in previously-uploaded documents, or if the Customer_Number is not matched in Hayylo, the row will be ignored
- The optional fields will be used in the communication sent to clients (that has the document attached) - if these fields are blank, the corresponding place in the communication will appear as blank