ERP Connections: New, Connection Type: Agnostic
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. This setting is mandatory.
- Description (Optional)
-
Provide any important details about this ERP connection. This setting is optional, but recommended.
- Input Path
-
The path of the folder where the master data CSV files are stored. This setting is 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. This setting is mandatory.
- 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. This setting is mandatory.
- Start Data Load From
-
Set the date for when you want to start loading information from the ERP system. This setting is mandatory.
- Use Default Null Values For Data Import
-
Converts any values that are equal to
NULL,
Null,
ornull
into actual null values when the data is imported. This setting is selected by default.
Use the following buttons to manage your new ERP connection.
- Save
-
Save the ERP connection and adds it to the table on the ERP Connections page.
- Close
-
Closes the current page and returns to you to the ERP Connections page.
If you click Close before saving your values, they are lost when you return to the ERP Connections page.