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, or null 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.