Import Data and Docs can be used to batch import several files with relevant Index Field data defined in either a CSV or an XML. Sometimes, it may be more convenient to use XML files instead of CSV’s. However, in order for GlobalCapture to recognize the data, it has to follow a specific schema.
Below is an example of such an XML file:
<Import> <Archive ConnectionID="1" Name="2"> <Document pass="True"> <DocFile FileLoc="C:\GetSmart\Processing\Test\test.pdf"/> <Fields> <Field Name="Vendor Name" pass="True" value="POP"/> <Field Name="PO Amount" pass="True" value="110.00"/> <Field Name="Vendor email" pass="True" value="pop@pop.com"/> </Fields> </Document> <Document pass="True"> <DocFile FileLoc="C:\GetSmart\Processing\Test\test1.pdf"/> <Fields> <Field Name="Vendor Name" pass="True" value="Amazon"/> <Field Name="PO Amount" pass="True" value="10000.00"/> <Field Name="Vendor email" pass="True" value="cs@amazon.com"/> </Fields> </Document> </Archive> </Import>
Overview of Schema
<Import> ... </Import>
- Master tag for the entire XML file.
<Archive> ... </Archive>
- Secondary tag to cover the entire document, but inside the <Import> tag. This is necessary for proper functionality.
ConnectionID
refers to the Database ID andName
refers to the Archive ID
- Secondary tag to cover the entire document, but inside the <Import> tag. This is necessary for proper functionality.
<Document> ... </Document>
- Information about the document to be imported. You need a
<Document></Document>
for each document being imported via this XML. This tag MUST havepass="True"
- Information about the document to be imported. You need a
<DocFile FileLoc="X:\path\to\document" />
- The
FileLoc
property in theDocFile
is the full file path to the document. The GlobalCapture engine will look for the file in this location.
- The
<Fields> <Field pass="True" Name="Field Name" value="Field value"> </Fields>
- Within the <
Fields></Fields>
tag, you specify the relevant index field information for the incoming document. You need a<Field />
tag for each index field. TheName
andvalue
properties are the Field Name and Field Value, respectively. This tag MUST havepass="True"
- Within the <
Other important information
- All tag names and property names are case-sensitive. If your
<Field />
tag saysValue
instead ofvalue
, then the data will not be captured. - All index fields listed in the XML file must be process fields in the workflow. If they are not process fields, the index field data will be ignored.