Configuring Import Data And Docs With XML

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 and Name refers to the Archive ID
• <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 have pass="True"
    
• <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 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. The Name and value properties are the Field Name and Field Value, respectively. This tag MUST have pass="True"

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.