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Choose your integration path

Updated

Start here#

DocXtract has two kinds of user, and the right path is very different for each. Pick before you build.

If you are…UseCode needed
A business or ops team processing documents in tools you already useA connectorNone
A developer embedding extraction in an applicationAn SDKYes
Neither fits — an unusual stack or languageThe REST API directlyYes
Which integration path to take
Which integration path to take

Most document-extraction work does not need a developer. If your documents arrive as email attachments or sit in a shared drive and the output belongs in a spreadsheet or your ERP, a connector will get you there faster than any amount of code.

No-code: connectors#

Six are available today:

ConnectorGood for
Excel add-inExtracting into a workbook you already work in
Google Sheets add-onThe same, for Sheets; bulk extraction and field mapping
Power AutomateFlows — email attachment arrives, extract, write to SharePoint or Dataverse
UiPathRPA processes already running in your organisation
Business CentralPushing extracted invoices straight into Dynamics 365 BC
Folder WatcherA folder of files on a PC or server, extracted to Excel by a script, optionally on a schedule

See the connectors overview.

Code: pick your language#

SDKInstallNotes
PHPcomposer require docxtract/php-sdkNo dependencies
Nodenpm install @docxtract/sdkNo dependencies; TypeScript types included
Pythonpip install docxtract-sdkStandard library only

All three expose the same surface and are dependency-free, so they will not conflict with anything already in your project.

Tip
Use an SDK rather than raw HTTP if you handle PDFs of unknown length. A PDF over three pages requires a multi-step flow that the SDKs collapse into a single extract() call. This is the single biggest source of integration bugs.

No SDK for your language?#

The REST API is plain multipart/form-data with a Bearer token — usable from anything that speaks HTTP. Read multi-page documents before you ship: you must handle the 202 branch yourself.

The OpenAPI 3.1 contract describes every endpoint, so you can generate a client for your language.

  1. Sign up and generate a key in the portal
  2. Call models to see which document types your key allows — free, no credits
  3. Try a real document in the portal's Test API page — no code
  4. Copy the generated snippet, or import the Postman collection
  5. Pick a connector or an SDK
  6. Read multi-page documents before going live

Steps 2 and 3 cost nothing but confirm the platform handles your documents — worth doing before writing any code.