This page enables you to add a new ERP connection by configuring the following settings.

ERP Connection Name

Enter a unique name for the ERP connection. (Mandatory)

Description (Optional)

Provide any important details about this ERP connection. (Optional, but recommended)

Page Size

A positive integer that indicates the number of master data records that are returned by the web service for each call. (Mandatory)

Use Default Null Values For Data Import

Converts any values that are equal to "NULL," "Null," or "null" into actual null values when the data is imported. (Default: Selected)

Input Path

The path of the folder where the master data CSV files are stored. (Mandatory)

For more information on this, refer to the Kofax AP Agility Installation Guide.

Output Path

The path of the folder where exported invoice data is stored. For example, invoice images or invoice xml files. (Mandatory)

Export File Pattern

Configure the file name by entering a pattern using the keywords below. (Default: [InvoiceId]_[InvoiceNumber]_[CurrentDateTime])

The following keywords are supported if they are enclosed in square brackets []:

• InvoiceID

• InvoiceNumber

• InvoiceAmount

• InvoiceDate (in YYYY-MM-DD-hh-mm-ss format)

• BusinessUnitId

• OrganizationId

• OrganizationName

• CurrentDateTime (in YYYY-MM-DD-hh-mm-ss format)

• VendorId

• VendorName

• Uuid (universally unique identifier)

During configuration, this form has built-in validation so it is not possible to add invalid characters. During export, it is possible for one of the keywords to include invalid characters. The keywords are replaced with their corresponding value and any invalid characters such as <, >, :, ", /,\, |, or ?, are removed when the document is exported.

For example, [InvoiceNumber]_[VendorId]_[CurrentDateTime] where the [InvoiceNumber] value is DECD:D204NP is exported as DECD204NP_50045334_2021-07-07-02-59-02. This is because the colon (:) in the [InvoiceNumber] is an invalid character and is excluded from the output.

Apply XSLT

Select this setting is you want to apply an XSLT file to the exported XML files so that they are converted to CSV format.

XSLT Path

The path to where the XSLT file is stored that is used to transform your XML output to CSV format. This setting is available only when the Apply XSLT setting is selected above. (Mandatory)