The action step retrieves the KSeF invoice number from the API.
Enabling integration with KSeF
To activate the KSeF service, go to:
Administration panel -> External data sources
Next, expand the “Select which data source you want to configure” list and select the option: KSeF.
KSeF configuration
Identifier - a unique name for the data source. It will be used in action steps as a reference to a given source.
InvoiceSource - Invoice data source. Specifies how the invoice is retrieved or processed. Available values: KsefApi - invoice retrieved directly from the KSeF system using API, XmlFile - invoice processed based on an XML file.
KsefEnviroment - specification of the environment in which the integration will operate.
KsefToken - authorization token that will be used to communicate with the KSeF system.
NIP - Seller's tax identification number.
InvoiceList - name of the list in which invoice data will be stored in the appropriate columns.
InvoiceRecordColumnNames - column names, separated by semicolons, which contain invoice data.
FileColumn - name of the column containing the PDF file of the invoice.
LineItemTable - name of the table in which the items from our invoice will be stored.
LineItemRecordColumnNames - column names, separated by semicolons, which contain data about the invoice items.
ThirdSubjectTable - name of the table containing data about the third party
ThirdSubjectRecordColumnName - names of columns separated by semicolons containing data about the third party.
ContractTable - table name containing contract data
ContractRecordColumNames - column names separated by semicolons, containing contract data
OrderTable -table name containing order data
OrderRecordColumnNames - column names separated by semicolons, containing order data
Where you can use the action:
Workflow
Parameters:
Data source name (type: text) - data source identifier entered during the configuration of external data sources.
Invoice number (type: text) - Ksef invoice number
Issue date - from (type: UTC date) (optional argument) - the start date of the invoice search range. The parameter specifies the start date. The search covers a range of 3 months back.
Issuer date - to (type: UTC date) (optional argument) - the end date of the invoice search range (last date). If the parameter is left blank, the current date will be set automatically.
Result KSeF number address (type: text) - address of the cell where the KSeF number will be entered
There are two ways to obtain a KSeF number:
- First method: Enter the invoice number in the format, e.g., 7010115493-20251115-030040C6234E-DE.
- Second method: Enter the invoice number from the list with the header P_2. In this case, you can enter Issue date - from and Issue date - to.
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