Custom Master Data

How to Import Master Data directly within DocBits.

Activating Custom Master Data

From the Dashboard navigate to Settings → Document Processing → Module.

In Module, activate Custom Master Data by pressing the slider as shown below.

Feature Overview

In order to add your own master data into DocBits, navigate to Master Data Lookup in Settings.

Click on “Custom Master Data”

You then have the option to create a Template or an Endpoint.

Create a Template

The first step is to choose between using your organizations ION API file or to use OAuth2 and enter the necessary data.

Next, we will configure the presets. Here you will enter the Master Data table name the API call URL.

You will then be required to enter the JSON path using dot notation, for more information on dot notation click here.

Lastly, you will need to map the data to the columns you would like to create like in the example below.

After you have done this, click on Done for your new master data to be created and populated .

Create an Endpoint

The first step is to choose between using your organizations ION API file, to use OAuth2 or to leave this blank and enter the necessary data.

Next, we will configure the presets. Here you will enter the Master Data table name the API call URL.

You will then be required to enter the JSON path using dot notation, for more information on dot notation click here.

Lastly, you will need to map the data to the columns you would like to create like in the example below.

After you have done this, click on Done for your new master data to be created and populated .