Create XML files and send them to Google Drive

This scenario can be useful if you want to create multiple SEPA instructions.

Before you begin

You need to be familiar with the XML structure of the output file. A sample structure is available here.
Make sure you have a Google Drive folder set up.
Understand how data references work. See Use data references. This will help you use the captured data in the workflow steps.
Make sure you've set up a connection between Next Matter and Google Drive in your Next Matter portal in Company > Integrations.
We assume you have created a process in Next Matter

Generate the file

In your process, create a new integration step.
Click Settings, and enter the following details:

Method: POST
URL:

https://n962q5mp7c.execute-api.eu-central-
1.amazonaws.com/g/util/template_text_gdrive/PARENTIDOFGOOGLEDRIVEFOLDER/DATAREFERENCETOFILENAMEFORXML?
amount=DATAREFERENCETOAMOUNT&bic=DATAREFERENCETOBIC&kunde=DATAREFERENCETOCUSTOMERNAME&iban=DATAREFERENCETOIBAN&usage=DATAREFERENCE
TOVERWENDUNGSZWECK&_fileextension=xml

👍
Tip: You can add multiple variables to the URL, separated with "?". They can to be inserted in the body in the format of <%= VARIABLENAME %>

Headers: Content-Type: text/xml
Authorization: Google Drive
Body: The body for a DATEV-readable-XML file for SEPA Bank transfers might look like the following:

View XML example

<?xml version="1.0" encoding="UTF-8"?> 

<Document xmlns="urn:iso:std:iso:20022:tech:xsd:pain.001.001.03" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="urn:iso:std:iso:20022:tech:xsd:pain.001.001.03 pain.001.001.03.xsd"> 
<CstmrCdtTrfInitn> 
<GrpHdr> 
<MsgId><%= format(new Date(date), "yyMMddHHmm") %></MsgId> 
<CreDtTm><%= format(new Date(date), "yyyy-MM-dd'T'HH:mm:ss.SSSxxx") %></CreDtTm> 
<NbOfTxs>1</NbOfTxs> 
<CtrlSum><%= amount %></CtrlSum> 
<InitgPty> 
<Nm>NAMEHARDCODE</Nm> 
</InitgPty> 
</GrpHdr> 
<PmtInf>
<PmtInfId><%= format(new Date(date), "yyMMddHHmm") %></PmtInfId>
<PmtMtd>TRF</PmtMtd> 
<NbOfTxs>1</NbOfTxs> 
<CtrlSum><%= amount %></CtrlSum> 
<PmtTpInf> 
<SvcLvl> 
<Cd>SEPA</Cd> 
</SvcLvl> 
</PmtTpInf> <ReqdExctnDt><%= format(new Date(date), "yyyy-MM-dd") %></ReqdExctnDt> 
<Dbtr> 

<Nm>NAMEHARDCODE</Nm>  
</Dbtr>  
<DbtrAcct>  
<Id>  
<IBAN>HARDCODESENDERIBAN</IBAN>  
</Id>  
</DbtrAcct>  
<DbtrAgt>  
<FinInstnId>  
<BIC>HARDCODESENDERBIC</BIC>  
</FinInstnId> \<  
/DbtrAgt>  
<ChrgBr>SLEV</ChrgBr>  
<CdtTrfTxInf> <PmtId>  
<EndToEndId>\<%= format(new Date(date), "yyMMddHHmm") %>-0000001</EndToEndId>  
</PmtId>  
<Amt>  
<InstdAmt Ccy="EUR">\<%= amount %></InstdAmt>  
</Amt> <CdtrAgt>  
<FinInstnId>  
<BIC>HARDCODESENDERBIC</BIC>  
</FinInstnId>  
</CdtrAgt>  
<Cdtr>  
<Nm>\<%= kunde %></Nm>  
</Cdtr>  
<CdtrAcct>  
<Id>  
<IBAN>\<%= iban %></IBAN> 

</Id> 

</CdtrAcct> 
<RmtInf> 
<Ustrd><%= usage %></Ustrd> 
</RmtInf> 
</CdtTrfTxInf> 
</PmtInf> 
</CstmrCdtTrfInitn> 
</Document>