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Version: 4.1 (2026 H2)

Select

primedocs Select accesses address and master data from third-party systems and makes it available for document generation — for example recipient addresses from a CRM, company data from a directory service, or line items from a database.

Distinction from Connect​

Select and Connect complement each other but work in different directions:

  • Connect is triggered by a third-party system and passes data into primedocs to start a document generation (push).
  • Select is used from within primedocs to retrieve data from a third-party system during document generation (pull) — typically via the search in the properties dialog.

Architecture​

Select consists of three building blocks:

  • Data Provider — the connection to the respective data source (CSV, Excel, SQL, HTTP/REST, JavaScript). See Data interface.
  • Mapping — maps the source fields (e.g. database columns or XML/JSON paths) to the primedocs target fields.
  • Schema — describes the structure of the target data (Object or ObjectCollection) that is mapped to.

The configuration of the data providers including Mapping and Schema is described under Data interface.