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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>
<Document>
<DocFile FileLoc="C:\GetSmart\Import\Document1.txt"/>
<Fields>
<Field Name="FieldName" value="Doc1" />
<Field Name="Other Field" value="Value1" />
</Fields>
</Document>
<Document>
<DocFile FileLoc="C:\GetSmart\Import\Document2.txt"/>
<Fields>
<Field Name="FieldName" value="Doc2" />
<Field Name="Other Field" value="Value2" />
</Fields>
</Document>
<Document>
<DocFile FileLoc="C:\GetSmart\Import\Document3.txt"/>
<Fields>
<Field Name="FieldName" value="Doc3" />
<Field Name="Other Field" value="Value3" />
</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.
  • <Document> ... </Document>
    • Information about the document to be imported. You need a <Document></Document> for each document being imported via this XML
  • <DocFile FileLoc="X:\path\to\document" />
    • The FileLoc property in the DocFile is the full file path to the document. The GlobalCapture engine will look for the file in this location.
  • <Fields> <Field 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. The Name and value properties are the Field Name and Field Value, respectively.

Other important information

  • All tag names and property names are case-sensitive. If your <Field /> tag says Value instead of value, 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.
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