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December 06, 2011

Data Routing

Data Routing is an easy way to create multiple (or different) documents from a single data feed. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. Both will use the same data inputs, but produce two different looking documents.

Using conditional logic, you will define which documents should be merged based on the values of pre-defined variables. This means you can also send the data from one data feed to documents if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt. Here is an example:

If you are looking to create 2 different documents regardless of the data values, simply use the word “true” for the variable name and the value. This will always make this condition true and the document will be created.

Each Route you create has a specific Webhook URL that you will use when hooking up your data feeds. You will use this URL instead of the URL for your document.

2 min read

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