API Integration

1. Access the Integration Library
   1. Navigate to the Integrations tab on the left-hand panel of your Docsumo dashboard.
   2. Select Connector Library to view the list of available integrations.
      
      
2. Select API Integration
   1. Locate the API Integration connector in the library.
   2. Click on Add Integration under the API Integration option.
      
      
3. Provide Integration Details
   1. A pop-up window will appear prompting you to fill in the required details:
      1. Integration Name: Enter a unique name for your integration (e.g., "API_Invoice_Integration").
      2. Access ID Key: Provide your API Access ID key.
      3. Secret Access Key: Enter the corresponding Secret Access Key.
      4. Endpoint URL: Specify the Endpoint URL of your API.
      5. Region Name: Enter the region where your API is hosted (if applicable).
      6. Path (optional): Specify the path within the API if you want to monitor a particular resource.
   2. Click Confirm and Integrate to proceed.
      
      
4. Authenticate and Validate
   1. Docsumo will use the credentials provided to establish a connection with your API endpoint.
   2. Ensure that the keys and region details are accurate to avoid validation errors.
      
      
5. Complete the Integration
   1. Once authenticated, you will be redirected back to Docsumo.
   2. Navigate to the My Integrations tab within the Integrations section.
   3. You should see your API integration listed with a "Connected" status.
      
      

Post-Integration Setup

• Once your integration is successfully configured, Docsumo will:
• Automatically import files from your specified API endpoint.
• Begin processing the files based on your predefined document workflows.

Managing Your Integration

• To manage or disconnect your integration, visit the My Integrations tab.
• Use the options next to your integration name to modify or remove it.