Business data exists in more places and in more formats than ever before. The spread of advanced workflow automation means possessing the tools to manipulate and move that data efficiently has only grown in importance. From communicating with APIs to populating ERPs, CRMs and other platforms with the most recently captured document data, organizations require speed and reliability in this work. With the JSON Export Connector for Tungsten TotalAgility by Kheesoft, your teams can dramatically simplify common document data export tasks.
This export connector, available as a paid solution from the Tungsten Marketplace, can address some common pain points and serve as a useful bridge between different automation elements. Let’s consider what issues a team might encounter when attempting to handle this process manually, followed by a spotlight on some of the unique features and benefits of the connector from Kheesoft.
Today’s Data Portability Problems and How JSON Helps
Organizations rely on a broad range of tools to accomplish daily tasks. However, the diversity of said solutions can create problems with interoperability. Different software solutions or cloud-based architectures may not always be able to communicate directly with one another. Likewise, some types of data, such as tables, pose complex challenges in accurately replicating the information between systems. JSON solves these problems and has become an industry gold standard for data exchange.
As a highly standardized and exceedingly flexible data format, JSON facilitates effective communication between disparate systems to ensure information is always where it belongs. Although JSON is simpler than other formats and thus easier for an individual to learn, creating JSON export requests for large volumes of information can be tedious. A simple connector to help accelerate TotalAgility processes by generating JSON exports saves time and ensures accuracy.
Easily Export Any Document Metadata into JSON
Organizations can immediately leverage a generic solution that works with any business process powered by TotalAgility through the JSON Export Connector. There’s no need to engage in custom development to integrate and start using this solution. It takes only a few minutes to set up for any given process. The connector supports the full range of different JSON format options. It provides flexibility that makes it adaptable to many use cases related to document processing.
Some of the metadata supported for export include:
- Document index fields
- Folder fields
- Process fields
- Batch fields
- File details and more.
Users can apply this solution to the intuitive user interface to create JSON templates. For more advanced users, directly pasting JSON content into the utility is also an option.
Extract and Export Images
Transferring document metadata efficiently can power other processes, but there is often a need to maintain reference images, too. Keeping document images associated with the relevant extracted data provides an extra layer of peace of mind and accountability.
The JSON Export Connector also features support for optional image exports. Keeping the image with the associated JSON file is easy: simply specify the same output file paths for both files. If you need to deposit pictures in a separate location, configuring that is also straightforward. Support export file formats include TIFF, JPG, PDF and other popular options.
Streamline Table Exports with the Connector
Transferring tabular data is a frequent challenge. Even a simple table’s formatting and appearance can be difficult to preserve. However, there are many applications where extracted data from a table will have a necessary role later in the business process. The export connector provides a streamlined approach to this effort, too.
The important data remains intact and associated with other relevant fields by exporting table fields as a series of JSON nodes in an array. The result is an effective export process that lets users maintain control over the data without introducing errors or inaccuracies.
Build JSON Templates in an Intuitive User Interface
Some documents only contain a few items of relevant information. Setting up an export for such items is quick and clear-cut. However, what happens when you have more fields to export and manage? The familiar tree-style user interface within the connector offers an understandable way to add or remove fields from different nested categories as needed. Since no additional development is required, users only need to add or update the various fields as needed. Users can also import or export XML files to support workflow goals.
The Broader Benefits of the JSON Export Solution
How can a business benefit from integrating Kheesoft solutions for JSON handling from the Tungsten Marketplace? Some of the most notable advantages include:
- A rapid means of making data more portable and accessible to other business software.
- An accessible solution for empowering TotalAgility processes with JSON export capabilities.
- Faster, more efficient data transference to maintain accuracy and speed.
- A configurable method to export only the most relevant document metadata and store document images for any future audits or additional processing.
With this lightweight and generic solution, businesses can augment workflows with additional capabilities that keep users focused on valuable tasks rather than time-consuming, repetitive, simple tasks.
Extend the Reach of Automation with the Tungsten Marketplace
Accelerate the movement of captured document data and metadata into the appropriate systems within your business. When teams enjoy faster access to accurate, high-quality data, downstream workflows become more efficient and overall process outcomes improve. Marketplace solutions, including this lightweight connector from Kheesoft for TotalAgility, enable your organization to unlock additional value from investments in business process automation. Make your platforms a hub for faster, better work.
The JSON Export Connector is just one example of the exciting opportunities in the Tungsten Marketplace. From other connectors to full-fledged, pre-built solutions for achieving complex tasks, the Marketplace helps your company do more while shortening the timeline towards a clear ROI on automation. Learn more about acquiring the JSON connector for your teams today, or investigate the Marketplace for additional solutions.