How to upload files into Impira

Getting your files into Impira is step one in eliminating manual data entry.

This article demonstrates several ways to upload files into Impira, how to organize those files, and how you can enhance your uploading workflow.

Ways to upload files into Impira

Drag-and-drop

With Impira open your browser, simply click a file (or group of files) and drag and drop them over your browser window.

You can upload files into a general file repository called All files or into a specific Collection by clicking your destination in the left sidebar before dragging and dropping.

Note: A file must be moved from All files into a Collection before you can start extracting data. Uploading files directly to a Collection will get you going faster.

Jump to the What's All files? section below to learn more.

Browser upload

Select the Upload dropdown menu and select From computer. Locate your files and open them.

Choose your file destination. You can choose either All files, a specific Collection, or Create a new Collection.

Jump to the What's a Collection? section to learn more.

Partner integrations: Snowflake and Zapier

Snowflake

Send files to Impira from your Snowflake warehouse and back again with the Impira x Snowflake integration. Unlock and organize unstructured data stored in your warehouse and stream it back into Snowflake for analysis. Learn more.

Zapier

You can also use Zapier to connect Impira to thousands of apps. This Zapier integration allows you to incorporate Impira into the workflows you use every day without skipping a beat. Learn more.

Email integration

You can upload data into Impira via email as attachments, body text, or both. Learn more.

API

Upload files and write data using Impira's Write API.

Tip: You can also make file modifications (page rotation, splitting, or removal) simultaneously as you upload files via API. Learn more.

Note: Impira will automatically detect and correct the orientation of pages in your file upon upload. If you’d like to turn this off, let us know at support@impira.com. Learn more about modifying files.

In Extraction view

You can drag-and-drop files directly into the right sidebar while you're in Extraction view. Learn more.

What's All files?

All files is a general repository folder that holds all your uploaded files. You can locate files via search or by filters, as well as see which Collections they belong to. Any unsorted files can be added to Collections in All files.

Note: You're only billed for the initial upload of a file. After it's uploaded, you can freely move it around to any Collection(s) you need. Learn more about how we count page uploads in the FAQ section at the bottom of our Pricing page.

What's a Collection?

A Collection is a folder that contains a group of files that have similar layouts and share the same schema (fields you want to extract — e.g., Name, Date, Balance, etc). Creating a Collection is the first step before moving on to extract data from your files.

While Collections can adapt to learn nearly any document layout, docs within a specific Collection should all have the same layouts and contain the fields you want to extract.

How do I determine which files go into which Collection?

Every Collection has a purpose that's defined by what fields you want to extract. Collections actively learn and improve themselves to become more and more accurate for future predictions when you upload new similar files into them.

Group your fields according to their layouts and fields. Create a Collection for each group.

Example: “I want to extract the fields Vendor, Shipping address, and Delivery date from a group of purchase orders, so I'll place them in their own Collection.”.

See the articles What is a Collection? and How to create and delete Collections to learn more.

Sorting files into the right Collections

While you're in All files, locate the files you want to sort by scrolling, searching, or filtering. Add individual files to a Collection by choosing Add to Collection to the right of the file name.

You can also check the box next to the file name and add file(s) to a Collection by selecting Add X files to Collection.

Either method of adding files to a Collection will take you to a window to choose the destination Collection or to create a new one.

Adding files to multiple Collections

If you'd like to duplicate files in one Collection to another, first locate these files in the first Collection. Select the checkboxes by the files you want to duplicate and choose Add X files to another Collection.

Choose your destination Collection from the drop-down menu and select Add selected files to Collection.

Renaming files

Open any file in Extraction view and click the dropdown menu in the top left corner to edit its name. Learn more.

Removing files from a Collection

Open the Collection that contains the files you want to remove and select the checkboxes by their names. Choose Remove X files from Collection.

Note: This removes files from your Collection but won't delete files from your Impira org (i.e., account). To do so, find these files in All files and delete them there.

Smart Collections

Smart Collections allow you to automatically filter new files into a Collection, just like you can with email filters. With Smart Collections, newly uploaded files will automatically be routed to a Collection that has been previously set up and trained to extract the fields you want.

Learn how to set up your own Smart Collection.

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