Output to XML or Any Text Format

SimpleIndex 8 offers export to XML files, as well as the SimpleExport module. SimpleExport makes it possible to integrate with any third party database, application, or document management systems (DMS) that accepts an XML or text file import.

SimpleExport converts the index values from a SimpleIndex job to any output format through XSL Transformations (XSLT). You may use one of the built-in scripts to export to a pre-defined system or design your own. SimpleExport runs automatically after each batch is exported, or it can run as an unattended Windows service.

SimpleExport can also be used as a standalone application for automating XSLT transformations, converting CSV or TSV (delimited text files) to XML, converting images to base64 or integrating other scanning applications with third party software.

CRM Integration with RPA

Customer Relationship Management (CRM) using SimpleIndex's Robotic Process Automation RPA saves time, improves data entry accuracy, saves costs, and expands business flexibility and scalabilty with the fewest clicks possilbe

Stop adding files to your customer records manually. That’s what robots are for!

In this prior demo, SimpleIndex generates reader-friendly PDFs when given a fillable form and XML data. Now let’s look at how to efficiently upload these completed forms into our CRM’s corresponding customer records.

These operations are possible because SimpleIndex generates a log file, including a searchable customer name and the file path where the generated PDF is stored.

In manual scenarios, users would typically carry out the following steps:

  1. Open a web browser to the CRM site
  2. Search for the first customer with an attachment pending
  3. Click the Add Attachment button
  4. Browse to the correct attachment
  5. Complete the process by clicking the Attach button
  6. Repeat the above steps for each customer

AstroRPA significantly simplifies this process by creating a robot that automatically performs all of these steps for you. Even better, these automated robotic processes can operate even while you are away from the system.

Watch this video to see just how quickly this robot moves through the upload process.
Note: Here we use Zoho CRM, but this process will work with any platform.

AstroRPA makes short work of attaching files to CRM records

Unlike other document processing that require users to prepare documents, RPA eliminates tedious actions such as downloading docs and data files from a website or third party app; splitting and sorting files; and post-processing functions such as uploading files and required metadata to other websites or third-party apps.

RPA, you can fully integrate all these steps into one single automated workflow no matter what applications or websites are used, no API integrations or custom coding needed.

Contact Us to find out how our automation experts can put SimpleIndex and RPA to work for you!

Scan, file, and process document data quickly and efficiently with Simple Software's tailored OCR automation and one-click processing that fits your unique business needs
Use SimpleIndex OCR to convert scanned and digital images to searchable PDF files for automated sorting, filing, and export to applications such as Word, Excel, PowerPoint, etc.
Automatically and accurately convert scanned and digital documents with simple and complicated tables to PDF files, Excel, Google Sheets, CVS, and other spreadsheet formats with Simple Software's advanced document management suite including Abbyy FineReader, Simple Index, SimpleView, SimpleSearch, SimpleSend, SimpleExport, SimpleCoversheet, and AI components
SimpleIndex OCR automation analyzes, classifies, verifies, and exports digital data into searchable documents that can be stored and processed in a variety of SQL applications
Simple Software's Document management OCR (Optical Character Recognition) uses smart machine-learning and AI (artificial intelligence) methods to convert handwritten and digital text and image data into machine-readable text, allowing users to search, index, and organize large volumes of document data
Simultaneously recognize, analyze, and export large volumes of documents and digital data with SimpleIndex batch OCR (Optical Character Recognition) for processes dealing with large volumes of documents, such as digitizing paper and scanned archives or processing document data in a document management system
SimpleIndex Server enterprise OCR lets users automatically perform optical character recognition on thousands of documents at a time, scaling to meet the demands of the large volumes of document conversions and processes tailored to the user's specifications
SimpleIndex OCR data capture technology and page layout analysis automatically identifies common invoice data elements (vendor, date, amount, invoice number, line item data, etc.) to automate data entry, eliminate errors, automate retrieval, match POs (Purchase Orders), validate quantities and prices, automate electronic document management and storage
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PDF Form Filling, XML & RPA Integration

How to create reader-friendly PDF documents from XML or JSON data–automatically!

This demo also shows how to harness the efficiency of Robotic Process Automation (RPA), powered by our partners at AstroRPA, to take a tedious multi-step work routine and turn it into a hands-off process completed in a fraction of the time.

In this scenario, our user receives survey responses in the form of XML data attached to an email. For the purposes of making the information easily readable to the average person, they would like to fill that data into actual forms and store those PDFs in their document management system for viewing later. This allows them to view both electronic and paper responses in a human-readable format in the same repository.

Easily fill forms from XML data

SimpleIndex can read data from XML, JSON, or simple table formats like CSV or Excel, into fillable PDF forms. But there’s some prep work that must be done because the XML data arrives in a single file, but SimpleIndex needs individual XML and PDF files for each survey to generate the documents.

In our scenario, the user has to carry out the following steps:

  1. Move the XML attachment from email to a folder
  2. Open the XML and copy each survey results block to its own individual XML file
  3. Save those individual XML files to the “Input” folder of the SimpleIndex job
  4. Copy one blank PDF form for each XML file to the “Input” folder
  5. Name each blank PDF form with the same name as the XML file e.g. “Patient-001.xml” and “Patient-001.pdf”
  6. Run the SimpleIndex job to create the filled-in PDF forms

Using AstroRPA, we can create a robot that performs all these steps while the user goes for a cup of coffee 🍵 Is there truly a time savings? Watch the video to see both the user and the robot (hint: the robot is about 9 times more efficient 🤖).


Automated XML to Forms with SimpleIndex and AstroRPA

Many document processes require you to prepare documents for processing, such as downloading docs and data files from a website or third party app, splitting and sorting the files, etc.. After processing, they often need to be uploaded to another website or third-party app along with the required metadata. Using RPA, you can fully integrate these steps into a single automated workflow no matter what applications or websites are used, without any API integrations or custom coding.

Contact Us to find out how our automation experts can put SimpleIndex and RPA to work for you!

Learn More:

Scan, file, and process document data quickly and efficiently with Simple Software's tailored OCR automation and one-click processing that fits your unique business needs
Use SimpleIndex OCR to convert scanned and digital images to searchable PDF files for automated sorting, filing, and export to applications such as Word, Excel, PowerPoint, etc.
Automatically and accurately convert scanned and digital documents with simple and complicated tables to PDF files, Excel, Google Sheets, CVS, and other spreadsheet formats with Simple Software's advanced document management suite including Abbyy FineReader, Simple Index, SimpleView, SimpleSearch, SimpleSend, SimpleExport, SimpleCoversheet, and AI components
SimpleIndex OCR automation analyzes, classifies, verifies, and exports digital data into searchable documents that can be stored and processed in a variety of SQL applications
Simple Software's Document management OCR (Optical Character Recognition) uses smart machine-learning and AI (artificial intelligence) methods to convert handwritten and digital text and image data into machine-readable text, allowing users to search, index, and organize large volumes of document data
Simultaneously recognize, analyze, and export large volumes of documents and digital data with SimpleIndex batch OCR (Optical Character Recognition) for processes dealing with large volumes of documents, such as digitizing paper and scanned archives or processing document data in a document management system
SimpleIndex Server enterprise OCR lets users automatically perform optical character recognition on thousands of documents at a time, scaling to meet the demands of the large volumes of document conversions and processes tailored to the user's specifications
SimpleIndex OCR data capture technology and page layout analysis automatically identifies common invoice data elements (vendor, date, amount, invoice number, line item data, etc.) to automate data entry, eliminate errors, automate retrieval, match POs (Purchase Orders), validate quantities and prices, automate electronic document management and storage
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Read more
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How do I export index data to a database?

Please refer to the Wiki Documentation for the complete Export reference.

There are a variety of ways to connect to your database. Detailed instructions are provided in the Manual (check the Help menu). Here is a brief overview of the steps involved:

-Create a job configuration to scan and index files
-On the database tab, set the “Database Mode” to “Insert New Records”
-To use ODBC, enter the data source name or file in Data Source
-To connect directly, select your database type under “Select a Data Source” and click Start. A series of dialogs will prompt you for database connection information.
-Select destination Table or View and click Reload
-For each index field, select the corresponding database field that will receive that field value
-The “Output File Field” will receive the path to the exported file

Once you have created records in your database in “Insert” mode, you can change to “Retrieve and View Records” and use SimpleIndex or SimpleSearch to search and view the files.

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