We have a feature called the "Field Map" that allows you to map incoming data to your document fields or modify the data values before being merged into your document.
To turn on the Field Map, go into the Settings page for your document, you will see an option for the Field Map under "Advanced Settings". By checking this option and saving, you'll see a new Field Map tab.
On this page we will list out all of the fields on your document and all you need to do is type in the variable names (which will come from your external data source) that correspond with your document fields.
This feature is very useful in 2 ways:
The first is for fillable PDF documents that generally have an unusual naming scheme in their field names. If you use a Webhook that doesn’t allow you to customize the variable names which are used, you would be out of luck as they would not map correctly to your PDF. However, with the Field Map, you can simply take your fillable PDF fields and indicate what the variable names from your Webhook will be.
The other cool benefit from the Field Map is that it gives you the ability to use pretty names in your document regardless of how the data is being sent to Formstack Documents. For example, if you are using a Webhook that uses Field ID’s for the variable names, it might get a little confusing when you are building your document. So, simply use any naming scheme you want while building the document and you can map the fields easily to your Webhook.