⬆️Upload Scenarios

Upload settings in execution strategy

Digicust allows for a range of options to upload and create customs cases. For effective uploads, make sure that execution strategies are set up properly.

Upload via frontend

Locate "customs cases" and click "create new":

Then, select the files you want to send to Digicust to create a customs case. Specify the execution strategy you want to use and, optionally, set a reference. Click upload. Digicust starts processing your customs case instantly.

Upload via email

Many of our clients choose to just forward emails with PDF files attached and relevant information in the email body. You can do so too! Go to your execution strategy settings, hit save, and the execution strategy's email address appears. Use this email address to forward customs cases to Digicust.

As soon as Digicust receives your email, the system starts the processing.

Upload via SFTP

Sometimes it is easiest to just drop all customs cases to a local folder and expose this folder via SFTP. Digicust will automatically listen to this folder and process new documents that enter the folder.

Set up SFTP folder

Upload via API

You can integrate Digicust directly in your software. We have an easy-to-use API your developers can easily implement. For further details see Developer API

Further upload settings

Further, you can set up the following upload settings in the execution strategy:

Setting	Description
Default document type	Assume uploaded documents to be of this document type. If unsure, select Invoice and Digicust will classify automatically.
Default procedure	Assume uploads in this strategy to be of this customs procedure.
Handle XLSX uploads	Allow Excel files to be uploaded. Digicust will convert Excel files to PDF and handle them as if they were PDF files. If not selected, Digicust will simply disregard any XLSX it finds.
Merge uploads with same reference	If multiple uploads with the same reference are uploaded, merge them into one customs case. If unchecked, Digicust will create a new customs case for each upload.
Invoice number as reference	Force the invoice number to be the reference of the customs case. If unchecked, Digicust will use the default reference (e.g. email subject).
Custom reference	Customize the reference of the customs case. If unchecked, Digicust will use the default reference (e.g. email subject).