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Klippa DocHorizon

With Klippa DocHorizon modules in Make, you can parse documents in your Klippa DocHorizon account.

To use the Klippa DocHorizon modules, you must have a paid account. For subscription information, refer to the Klippa DocHorizon Pricing page.

Refer to the Klippa DocHorizon API documentation for a list of available endpoints.

Connect Klippa DocHorizon to Make

To establish the connection, you must:

  1. Obtain your API key in Klippa DocHorizon.

  2. Establish the connection in Make.

Obtain your API key in Klippa DocHorizon

To obtain your API key from your Klippa DocHorizon account:

  1. Log in to your Klippa DocHorizon account.

  2. Open the needed project.

  3. In the left sidebar, click Credentials.

  4. Copy the API key value shown and store it in a safe place. Refer to Klippa DocHorizon documentation to learn more.

You will use this value in the API Key field in Make.

Establish the connection with Klippa DocHorizon in Make

To establish the connection in Make:

  1. Log in to your Make account, add a Klippa DocHorizon module to your scenario, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the API Key field, enter the API key copied in the section above.

  4. Click Save.

You have successfully established the connection. You can now edit your scenario and add more Klippa DocHorizon modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Klippa DocHorizon Scenarios

After connecting the app, you can perform the following actions:

Document Parsing

  • Parse a Generic Document

  • Parse a Financial Document

  • Parse an Identity Document

  • Parse a Bank Statement

  • Parse a Salary Slip

  • Parse a Document Using a Custom Prompt Builder

Document Parsing Async

  • Parse a Generic Document Async

  • Parse a Financial Document Async

  • Parse an Identity Document Async

  • Parse a Bank Statement Async

  • Parse a Salary Slip Async

  • Parse a Document Using a Custom Prompt Builder Async

Other

  • Make an API Call

Advanced Settings

These settings can be used if you want to modify the parser more.

Template

Select a template for the parser to identify what kind of document it would be. It can be that when changing the template settings, the output data is different.

PDF Text Extraction

Use full when you want the best quality scan, use fast when you want fast scan results. Fast will try to extract the text from the PDF. Full actually scans the full PDF which is slower.

User Data

The User Data allows for sending additional data into the parser and can be used to enable extra features, improve the recognition of certain fields and improve the processing speed. All fields are optional, documents may be submitted without this field. For more information, refer to the Klippa API documentation.

User Dataset External ID

This option is only available when you have custom Datasets and the API has access to these datasets, For more information, contact the Klippa support team.

The ID of the dataset in your own system, The system returns this id in the merchant_id field if there is a match.

Hash Duplicate Group ID

An identifier to use when saving or detecting hash duplicates. This way you can allow to have the same document scanned more than once for multiple groups. When doing a scan, the combination of the Hash Group ID and the document Hash will be used to detect duplicates. This value is saved hashed on the side of Klippa. The common use cases are Company ID, Campaign ID, and User ID.

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