Custom Code Integration

1. Access the Integration Library
   1. Navigate to the Integrations tab from the left-hand panel on your Docsumo dashboard.
   2. Select Connector Library to view all available integrations.
      
      
2. Select Custom Code Integration
   1. Locate the Custom Code Integration option in the library.
   2. Click on Add Integration under the Custom Code option.
      
      
3. Provide Integration Details
   1. A pop-up window will appear prompting you to:
      1. Enter a unique name for your integration (e.g., "Custom_Integration_GDrive").
      2. Select a time trigger to define the frequency of checking the upstream source (e.g., every 5 minutes or every 1 hour).
         
         
4. Generate Code with AI
   1. Use the chat interface provided to enter a detailed prompt describing your integration use case (e.g., "Write code to integrate with Google Drive and fetch all new invoices").
   2. Review the AI-generated code response.
   3. Make any necessary edits to the code directly in the interface.
      
      
5. Configure the Code on Your Platform
   1. Copy the generated code and configure it on your external platform as required.
   2. Save the integration code on Docsumo for future reference or modifications.
      
      
6. Test the Integration
   1. Proceed to the next step to test access to the directory or path specified in the integration.
   2. Once the integration is complete, Docsumo begins processing files according to the setup.
      
      

Post-Integration Setup

• Once your integration is successfully configured, Docsumo will:
• Automatically fetch files from the upstream source defined in your custom code.
• Begin processing documents based on your predefined configurations.

Managing Your Integration

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