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Import with Document Manager

You can configure the format and tag properties in order to integrate with Document Manager .

These properties can be defined in two places:

  • Header level – applies to the main document
  • Collection level – applies to items within collections

This allows you to organize documents and associate them with specific formats and tags used by the Document Manager import.

Header Configuration​

The header configuration defines the Document Manager settings for the main document.

Use the format and tag properties in the header section to specify how the document should be categorized.

Example of setting the Document Manager format and tag for the header:

Header configuration example​

Collection Configuration​

The same properties can also be configured for collections.
This is useful when a document contains multiple grouped items and each group needs its own Document Manager settings.

Example of setting the Document Manager format and tag for a collection:

Collection configuration example

Document Manager Mapping​

The highlighted value in the image below will be used as a child node in the generated file where the configuration is applied.

Collection configuration example

When the document is created, this value determines the name of the child element that will appear inside the imported file.

Collection configuration example

The node inside will use the tags defined in the FSDocument format

Collection configuration example

XML Example​

Below is an example of configuring the Document Manager section using XML:

<SalesOrder>
	<CurrencyDate>05/20/2013 00:00:00</CurrencyDate>
	<Number>2112</Number>
	<Account>
		<Code>CI</Code>
		<DetailCode>08925</DetailCode>
		<AccountType>CI</AccountType>
	</Account>
	<Company>54</Company>
	<Department>59</Department>
	<SalesOrderType>ITA</SalesOrderType>
	<Items>
		<Item>
			<Price>5.00</Price>
			<Quantity>350.00</Quantity>
			<Item>
				<Code>PI1501</Code>
				<Description>Description</Description>
				<ItemClass>P</ItemClass>
			</Item>
			<Vat>375</Vat>
		</Item>
		<Item>
			<Price>4.58</Price>
			<Quantity>30.00</Quantity>
			<Item>
				<Code>CX0804</Code>
				<Description>Description</Description>
				<ItemClass>P</ItemClass>
			</Item>
			<Vat>375</Vat>
			<Documents>
				<Document>
					<CreationDate>03/05/2026 00:00:00</CreationDate>
					<IsCompressed>False</IsCompressed>
					<Name>export.txt</Name>
					<User>Your user</User>
					<Company>
						<Code>1</Code>
					</Company>
					<Department>
						<Code>1</Code>
					</Department>
					<DocumentType>
						<Code>Avvisi</Code>
						<UseCompression>False</UseCompression>
					</DocumentType>
					<FileType>
						<Code>TXT</Code>
					</FileType>
					<ContentCollections>
						<ContentCollection>
							<TextContent>Test</TextContent>
						</ContentCollection>
					</ContentCollections>
				</Document>
			</Documents>
		</Item>
	</Items>
	<Documents>
		<Document>
			<CreationDate>03/05/2026 00:00:00</CreationDate>
			<IsCompressed>False</IsCompressed>
			<Name>testExport545.txt</Name>
			<User>Your user</User>
			<Company>
				<Code>1</Code>
			</Company>
			<Department>
				<Code>1</Code>
			</Department>
			<DocumentType>
				<Code>Avvisi</Code>
				<UseCompression>False</UseCompression>
			</DocumentType>
			<FileType>
				<Code>TXT</Code>
			</FileType>
			<ContentCollections>
				<ContentCollection>
					<TextContent>Test</TextContent>
				</ContentCollection>
			</ContentCollections>
		</Document>
	</Documents>
</SalesOrder>

JSON Example​

Below is an example of configuring the Document Manager section using JSON:

{
    "SalesOrder": {
        "CurrencyDate": "05/20/2013 00:00:00",
        "Account": {
            "Code": "CI",
            "DetailCode": "08925",
            "AccountType": "CI"
        },
        "Company": 54,
        "Department": 59,
        "SalesOrderType": "ITA",
        "Items": [
            {
                "Price": 5.0,
                "Quantity": 50.0,
                "Item": {
                    "Code": "PI1501",
                    "Description": "description",
                    "ItemClass": "P"
                },
                "Vat": 109
            },
            {
                "Price": 4.58,
                "Quantity": 10.0,
                "Item": {
                    "Code": "CX0804",
                    "Description": "description",
                    "ItemClass": "P"
                },
                "Vat": 109
            },
            {
                "Price": 5.0,
                "Quantity": 350.0,
                "Item": {
                    "Code": "PI1501",
                    "Description": "description",
                    "ItemClass": "P"
                },
                "Vat": 109
            },
            {
                "Price": 4.58,
                "Quantity": 30.0,
                "Item": {
                    "Code": "CX0804",
                    "Description": "description",
                    "ItemClass": "P"
                },
                "Vat": 109
            }
        ],
        "Documents": {
            "CreationDate": "03/05/2026 00:00:00",
            "IsCompressed": false,
            "Name": "webApi2.txt",
            "User": "User",
            "Company": {
                "Code": "1"
            },
            "Department": {
                "Code": "1"
            },
            "DocumentType": {
                "Code": "Avvisi",
                "UseCompression": false
            },
            "FileType": {
                "Code": "TXT"
            },
            "ContentCollections": [
                {
                    "TextContent": "Test"
                }
            ]
        }
    }
}