Integration

Integration files

Listing integration files

When customers need to integrate document data in their systems ( ERP, Accounting, CRM, etc. ) an integration file is created and sent to the desired system. The page lists all created files and their sending status.

Table columns

Column	Description
Details	A link to the integration file details page
Name	Name of the integration file
Date	Date of creation
Document ( id )	The internal id of the parent document
Integration pipeline	Denotes the pipeline for this file
Transmission status	Is the file sent or still pending

Filtering

The page has filters, which allow you to quickly find a specific file or group of files.

Example

For example, setting the Transmission status filter to Pending will display only integration files that have yet to be sent.

Ordering

By default the list is ordered by Date.

Viewing the integration file details

The page is separated in two tabs:

• Overview
• Process details

The integration file details page contains two cards.

Overview

The overview tab displays basic information for the integration file and two links:

• To the source document
• To download the integration file

Process details

The process details tab displays information for each step of the integration file processing.