Getting a Template and File ID for High Volume API Request
In order to send documents for High Volume Document Generation, you will need to first acquire the ID of the template file you wish to send to your recipients.
Note: Only JSON or CSV data files can be used as HTML templates with High Volume Document Generation API requests.
Retrieving File or Template IDs
Retrieve the JSON or CSV data file ID
Login as an Administrator for Composer on the Conga Advantage Platform.
Navigate to Shared Apps > Conga Drive > My Files.
Next to the desired data file, click the settings icon (
).
Select Copy File ID.
Retrieve the Conga Drive Conga Template
Login as an Administrator for Composer on the Conga Advantage Platform.
Navigate to Shared Apps > Conga Drive > Conga Templates.
Next to the desired data file, click the (three dots icon).
Select Copy Template ID.
Where to Input the File/Template ID
Below is an example of the Request Body JSON where you will input the retrieved ID.
The dataFileId and templateIds values must contain the ID of your selected File/Template ID.{
"dataFileId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"templateIds": [
"3fa85f64-5717-4562-b3fc-2c963f66afa6"
],
"emailTemplateId": "string",
"emailProvider": "None",
"format": "Json",
"useCongaSign": true,
"useSFTP": false,
"sftpFolderName": "string"
}
