Configure data export from ABBYY FlexiCapture to M-Files

Set up data export from FlexiCapture to M-Files: upload your project to the Application Server, add connector assemblies, and create an export profile.

Prerequisites

Install the ABBYY FlexiCapture 12 Project Setup Station before you set up the connector. It is required for both ABBYY FlexiCapture Distributed Edition and ABBYY FlexiCapture Cloud.

You also need access rights to M-Files.

How export settings are organized

ABBYY FlexiCapture uses projects to process documents. ABBYY FlexiCapture identifies the type of each document and applies the Document Definition prepared for that type.

Every Document Definition has one or more export profiles, which determine how document images and data are exported. Setting up export to M-Files means creating a new script export profile in your project.

Open or create a project

If you already have a project that needs export to M-Files, open it. Otherwise, create one.

Launch the Project Setup Station, and in the Open Project dialog box click one of the following:

• Create New to create a new project.
• Browse to open an existing project stored on your local drive.
• Browse from Server to open a project that you previously uploaded to the ABBYY FlexiCapture Application Server.

Start from the sample project instead

The distribution package includes a sample ABBYY FlexiCapture project with a preconfigured profile for exporting data to M-Files.

To open it for editing, unzip the InvoiceDemoProject.zip archive in Samples\FlexiCapture Project and open InvoiceDemoProject.fcproj on the Project Setup Station.

For more information, see Set up the InvoiceDemoProject sample project.

Upload the project to the Application Server

1. Start the upload

   Click File → Upload Project to Server.

2. Specify the server and credentials

   In the Upload Project to Application Server dialog box, specify the address of the server, the protocol to be used, and your credentials.

   For ABBYY FlexiCapture Cloud, complete the URL field with the ABBYY FlexiCapture Cloud instance that your company is registered in:

   • https://europe.flexicapture.com
   • https://australia.flexicapture.com
   • https://usa.flexicapture.com

   Then specify the name of your company in the Tenant name field, select the Use server authentication option, and enter your credentials.

   
3. Test the connection and upload

   Click Test Connection to check that you have entered the correct data, and then click OK to upload the project.

4. Open the uploaded project

   When the Operation completed message appears, click Close. In the next dialog box, click Yes to open the uploaded project from the server.

   

Version mismatch when uploading to the cloud

Uploading a project to the cloud, or opening one from the cloud, can fail with this message:

Application server version is not compatible.

The version of your Project Setup Station does not match the version of the cloud-based Application Server.

To obtain a compatible version of ABBYY FlexiCapture, contact the ABBYY sales office servicing your region at https://www.abbyy.com/contacts.

Setup steps

Step	What you do
Add the M-Files connector assemblies to a Document Definition	Add the connector assemblies to your Document Definition.
Create an M-Files export profile	Create an export profile in your Document Definition.
M-Files export settings and field mapping reference	Specify the export settings and map the fields.