Read documents with a file template integration

Many customers send orders as PDF, Word or Excel files that always look the same. A file template integration describes that layout once: which value sits where, and which Transportial field it fills. Files in the same layout can then be read automatically, for example when you create an order from a file.

Before you start

• Have a sample file in the layout you want to read. Supported files include PDF, Word, Excel, CSV, XML and images.

Create the template

1. Open the side menu (☰, top right), choose Integrations and click + Create integration.
2. Enter a Name, for example the customer and document name.
3. In Select integration type, choose File template integration. The panel widens.
4. In Select entity, choose what the file creates, usually a transport order.
5. Drop your sample file on the upload area, or click it to choose the file.
6. Click + Add field for each value you want to read.
7. Set up each field (see below).
8. Click To test and check the result.
9. Set Off/On to on and click Save.

Set up a field

• Select selector type: how the value is found.
  • HTML: the value is found in the document's text structure.
  • Matrix: the value sits at a position in the page grid.
  • Text variable position: the value is found relative to a label, for example the text to the right of "Delivery date". Use Top, To the right, Bottom and the left-hand option to say where.
• Selector: what to look for.
• JSON mapping: the Transportial field the value goes into.
• Select field type, Format and Regex: read dates and numbers correctly and pick out part of a text.

The Matrix and HTML tabs next to the fields show how Transportial sees your sample file and highlight what your selectors find. Use them to fine-tune positions. Switch on JSON mode to edit all fields as text.

Use the template

When you create an order from a file, Transportial uses your template to fill in the order. See Import a transport order from a file.