Welcome > Settings menu > Invoice Processing > Global Settings > Import Settings

Import Settings

These are the settings for document import. They contain the mapping of values contained within the image filename and the corresponding fields in Kofax AP Agility. The parameters in this section enable data transfers between Kofax AP Agility and an upstream system.

The filename components should be separated by a configurable separator, such as an underscore. When mapping components, they are referenced by COMPONENT plus the position of the value in the file name such as COMPONENT1, COMPONENT2, and so on. For example, the file 5_128739_20190101.tif uses an underscore as the separator, and COMPONENT1 (5) is the Organization ID, COMPONENT2 (128739) is the Batch Name, and COMPONENT3 (20190101) is the Scan Date.

Important Any changes made to these settings are applied to new documents only. Documents that are already in-progress use the settings that were in-place when their processing began.

The following settings are available.

URN

The document unique reference number. The value for this setting is set to - not mapped - by default.

Scan Date

The document scan date. The value for this setting is set to - not mapped - by default.

Invoice Type

The document invoice type, such as PO, Non-PO, and Automatic. The value for this setting is set to - not mapped - by default.

Destination Archive

The document destination archive. The value for this setting is set to - not mapped - by default.

Company Code

The invoice company code. The value for this setting is set to - not mapped - by default.

Input Source

The document input source, such as SCAN, EDI, or EMAIL that is populated automatically. The value for this setting is set to - not mapped - by default.

Organization ID

The document organization ID. This value must be mapped in a multi-organization project. If the value is not mapped, zero is used. The value for this setting is set to - not mapped - by default.

Batch Name
The name of the batch.
Language ID

The two character language ISO-code of the imported document.

If this setting is set to EN, or an unsupported language, the default FineReader Page Recognition Profile in Transformation Designer is used to perform OCR. This profile is configured to process English and Digits.

In addition to English, the following languages are supported; CN (Chinese), JP (Japanese), KR (Korean), TH (Thai), GR (Greek), RU (Russian), and AR(Arabic).. There is a corresponding recognition profile for each of above languages, which means that documents are extracted with their language-specific recognition engine.

For more information on recognition and recognition profiles, see the Help for Transformation Designer.

The value for this setting is set to - not mapped - by default.

Separator

The component filename separator. If this value is left blank, the separator defaults to an underscore. The value for this setting is set to _ by default.

Date Format

The format for the date contained within the document filename. The options for this value are MMDDYYY or YYYMMDD.

The value for this setting is set to MMDDYYY by default.

The following buttons are available at the bottom of the window.

Save

Saves your changes and the window is closed.

Reload

Deletes any unsaved changes and resets the field values back to the last saved settings.

Test

Click to open the Test Import Settings window so that you can specify a file name and test your configured mapping components.