Klippa

Klippa modules allow you to automate document management, classification, and data extraction from your Klippa account.

Getting Started with Klippa

Prerequisites

  • A Klippa account - create an account at klippa.com

Connecting Klippa to Make

To connect your Klippa to Make you need to obtain an API key by contacting the Klippa team at Klippa Support team and inserting it in the Create a connection dialog in the Make module.

1. Log in to your Make account and add a module from the AX Semantics app into an Make scenario.

2. Click Add next to the Connection field.

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3. In the Connection name, enter a name for the connection.

4. In the API Key field, enter the API key received from the Klippa support team and click Continue.

The connection has been established.

Actions

Parse a Document

Parse a document in the Klippa system and return all information in JSON.

Connection

Establish a connection to your Klippa account.

Document Source

Select the source of the document:

  • Document URL Address

  • Map Document File

Document URL

Enter (map) the document URL address which you want to parse.

Source File

Add the file details:

  • Filename: Enter (map) the document name.

  • Data: Enter (map) the document data.

Template

Select or map the template to use for parsing the document.

PDF Text Extraction

Select or map the option to extract the PDF text. For example, full, fast.

User Data

Enter (map) the user metadata in JSON format to give to the parser. This field only works with templates that are configured to accept user data.

User Data Set External ID

Enter (map) the User Data Set External ID.

Hash Duplicate Group ID

Enter (map) an identifier to use when saving or detecting hash duplicates. It helps you to allow to have the same document scanned more than once for multiple groups. When doing a scan, the combination of the Hash Group ID and the document hash are used to detect the duplicates. This value is saved hashed on Klippa's side. The common use cases are Company ID, Campaign ID, and User ID.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Klippa account.

URL

Enter a path relative to https://custom-ocr.klippa.com/api For example: /v1/parseDocument

For the list of available endpoints, refer to the Klippa API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - Get API Usage Statistics

The following API call returns API usage statistics from your Klippa account:

URL: /v1/statistics

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > data. In our example, 1 record is returned:

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Advanced Settings

These settings can be used if you want to modify the parser more.

Template

Select a template for the parser to identify what kind of document it would be. It can be that when changing the template settings, the output data is different.

PDF Text Extraction

Use full when you want the best quality scan, use fast when you want fast scan results. Fast will try to extract the text from the PDF. Full actually scans the full PDF which is slower.

User Data

The User Data allows for sending additional data into the parser and can be used to enable extra features, improve the recognition of certain fields and improve the processing speed. All fields are optional, documents may be submitted without this field. For more information, refer to the Klippa API documentation.

User Dataset External ID

This option is only available when you have custom Datasets and the API has access to these datasets, For more information, contact the Klippa support team.

The ID of the dataset in your own system, The system returns this id in the merchant_id field if there is a match.

Hash Duplicate Group ID

An identifier to use when saving or detecting hash duplicates. This way you can allow to have the same document scanned more than once for multiple groups. When doing a scan, the combination of the Hash Group ID and the document Hash will be used to detect duplicates. This value is saved hashed on the side of Klippa. The common use cases are Company ID, Campaign ID, and User ID.