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This connection makes use of XML, XSD, and XPATH technology as documented here.
This connection uses the XML Schema Definition common import UI as documented here.
The XML Mapping Page will display the structure of the XML document based on setting on the XML Schema Definition page and allow elements and attributes to be mapped to an incoming line. Clicking and dragging a node from the tree will dynamically create XPath macro commands.
The General tab is used to define the base element path and specify relative XPath macro commands for mapping fields commonly used by the wizard.
•Base Element XPath: This is the XPath expression that specifies selection criteria for the document elements that represents an account line. These will typically be a repeating element within the XML document. This field is required to be filled in first if using drag and drop to generate XPath macros for the remaining fields as they will be written automatically by the program relative to this expression path. While this field is macro enabled for those that want more control over the process the XPath macro command cannot be used in this field - only XPath expressions.
•Selection XPath: Optional selection XPath expression that can be used to override the Base Element XPath expression for purpose of selection while allowing the Base Element XPath expression to be used by the designer for writing relative XPath macro commands. This is typically used when the selection XPath expression is anything other than a fully qualified expression without filter criteria.
•Account Code: The account code for a journal line. This is a macro-enabled field.
•Matching Account Code: The matching account code for a journal line. This is a macro-enabled field.
•Description: The description for a journal line. This is a macro-enabled field.
•Reference: The reference for a journal line. This is a macro-enabled field.
•Transaction Date: The transaction date for a journal line. This is a macro-enabled field.
•Period: The period for a journal line. This is a macro-enabled field.
•Amount Macro Command: This is XPath macro command relative to the Base Element XPath used to extract the amount from the document.
•Account Suffix: Optional field that specifies a suffix that will be appended to the Account Code specific to journal lines based on the amount macro command.
•Offset: If checked an offset entry will be created for all lines based on this import expression.
•Allow Zero Amount: If checked lines with zero-values amounts are imported and not suppressed. Useful when you have a quantity to import or a statistical entry.
•Processing Style: Determines how currency values are imported.
•Quantity: Optional macro expression to import a quantity from the document.
•Transaction Date: Optional macro expression that if provided will override the transaction date specified on the general tab.
•Period: Optional macro expression that if provided will override the period specified on the general tab.
XML tags from any location in the hierarchy can be made into imported from the source data. Drag and drop of tags from the hierarchical document tree onto any control with a yellow background will automatically write XPath macro commands
•Recursion XPath: This is an optional value used to specify an XPath expression used to establish a path relative to the Base Element XPath used to select the elements that contain zero, one, or more attribute name/value pairs. When this option is used the Attribute Name Macro and Attribute Value Command should both be XPath macro expressions.
•Attribute Name Macro: This is a name or macro expression used to name the source attribute during import. When a Recursion XPath is specified this should be a XPath macro command. When recursion is not used this is likely to be a hard-coded name.
•Attribute Value Macro: This is a macro command that extracts the value from the XML document to populate the imported attribute named by the Attribute Name Macro field.
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