Create XML files and send them to Google Drive

Next Matter allows you to create XML files automatically and place them in a Google Drive folder of your choice.

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

  1. In your process, create a new integration step.
  2. Click Settings, and enter the following details:
  • Method: POST
  • URL:


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
  • Preconfigured integration: 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="" xsi:schemaLocation="urn:iso:std:iso:20022:tech:xsd:pain.001.001.03 pain.001.001.03.xsd"> 
<MsgId><%= format(new Date(date), "yyMMddHHmm") %></MsgId> 
<CreDtTm><%= format(new Date(date), "yyyy-MM-dd'T'HH:mm:ss.SSSxxx") %></CreDtTm> 
<CtrlSum><%= amount %></CtrlSum> 
<PmtInfId><%= format(new Date(date), "yyMMddHHmm") %></PmtInfId>
<CtrlSum><%= amount %></CtrlSum> 
</PmtTpInf> <ReqdExctnDt><%= format(new Date(date), "yyyy-MM-dd") %></ReqdExctnDt> 

</FinInstnId> \<  
<CdtTrfTxInf> <PmtId>  
<EndToEndId>\<%= format(new Date(date), "yyMMddHHmm") %>-0000001</EndToEndId>  
<InstdAmt Ccy="EUR">\<%= amount %></InstdAmt>  
</Amt> <CdtrAgt>  
<Nm>\<%= kunde %></Nm>  
<IBAN>\<%= iban %></IBAN> 


<Ustrd><%= usage %></Ustrd>