# Export Paige documents to Laserfiche with Import Agent

Point Paige's SFTP export at a folder that Laserfiche Import Agent watches, and every finished document is filed into the repository with a template and tags assigned — for self-hosted Laserfiche or Laserfiche Cloud, with no automation platform. Paige's per-document field values stay in its data files for Laserfiche to fill in its own way.

Product: paige · Audience: system-administrator · Time: 1 hour · Last verified: 2026-09-05

Canonical: https://help.ademero.com/paige/integrations/export-paige-documents-to-laserfiche-with-import-agent

**At the end of this guide, every document Paige finishes is filed into your Laserfiche repository by Import Agent — as a searchable PDF, in the folder you choose, with the template and tags your profile assigns — minutes after Paige exports it.**

Be clear about what this path does and doesn't do. Import Agent assigns metadata from its **profile**: fixed values, tokens like the file name and date, a template, tags. It does not read Paige's `.json` or `.xml` for per-document values. If you want Paige's extracted fields in the template, use the [Power Automate path](/paige/integrations/send-paige-documents-to-laserfiche-with-power-automate); or take this path and let Laserfiche fill fields afterwards with Quick Fields, Workflow, or a person — the PDF Paige produces already has a text layer for those tools to read.

## How it works

1. Paige exports each finished document to an SFTP folder: a PDF, then `.json`, `.xml`, and `.csv` files with the same base name.
2. Import Agent's profile monitors that folder for `*.pdf`, imports each PDF into the repository, and moves or deletes the source file.
3. The data files stay behind (or get cleaned up on a schedule); they're useful if someone wants Paige's values later.

## Step 1 — Prepare the folder

The Import Agent machine must reach the folder Paige writes to by a Windows path it can read and delete in. The simplest arrangement is an SFTP server on that same machine (Windows' built-in **OpenSSH Server** is enough) with the folder on a local drive, for example `D:\PaigeImport\Invoices`. A UNC share the Import Agent service account can reach also works.

Open port 22 inbound from Paige's address ranges — [Outbound IP ranges for firewall allow-lists](/paige/document-processing/outbound-ip-ranges-for-firewall-allow-lists).

Use one folder per scan job; each becomes one Import Agent profile.

## Step 2 — Point Paige at the folder

1. In Paige, open **Settings** (the gear at the bottom of the left menu — administrators only), pick the scan job, and choose **Export**.
2. Click the **FTP** card. Enter the server's **FTP Address**, **Port** `22`, the SFTP account's **Username** and **Password**, and the folder in **FTP Folder Path** as the SFTP account sees it.
3. Click **Test Connection**. **What you should see:** `FTP connection successful!` Connect — `Connected to FTP Server!` and a green **Connected** label.
4. Turn on **Enable Auto Export**, switch on **Only documents having a document type**, set **Human Reviewed** to **Reviewed** if a person checks documents in Paige first, and click **Save**.

## Step 3 — Create the Import Agent profile

1. Open **Laserfiche Import Agent Profile Manager** from the Start menu and choose **Profile > New**. Name it for the scan job.
2. When prompted for the account, enter the repository sign-in. For Laserfiche Cloud, use the **Laserfiche Cloud** tab with the account ID and a **service principal**'s username and key rather than a person's login.
3. **General** tab: set **Monitored folder** to the folder from Step 1 (full path or UNC), leave **Retrieve files from subfolders** off, and set the **Filter** to import only files whose names match `*.pdf` — this keeps the `.json`, `.xml`, and `.csv` files out of the repository.
4. **Properties** tab: set the document **Name** (a naming convention using tokens such as `%(FileName)` — Paige's file names are unique but not meaningful, so consider adding `%(Date)`), the destination **Folder**, and the **Volume**.
5. **Fields** tab: assign the **template** (for example *Vendor Invoice*) and any fixed field values that apply to every document from this scan job.
6. **Tags** tab: add tags if you use them (a *Scanned by Paige* tag makes these documents easy to find later).
7. **Processing** tab: leave OCR off — Paige's PDFs already carry a text layer; Laserfiche's full-text search will index it on import.
8. **Post-processing** tab: choose **Deleted** for successfully imported files, and a folder for failed imports.
9. **Schedule** tab: check **Enable this profile** and choose **Continuously**.
10. Save the profile.

## Step 4 — Test it

1. Process one document through the scan job in Paige and wait for the export.
2. Watch the monitored folder: the PDF appears and, within moments, disappears (Import Agent took it). The data files remain.
3. In the Laserfiche client, open the destination folder. **What you should see:** the document, with your template and tags, text selectable. Search the repository for a word from the page — it's found.

## Filling fields afterwards

Paige's values for each document are in the `.json` and `.xml` left in the folder. Two ways to use them without the API path:

- **Laserfiche Workflow** on the *document created* event can read the matching data file (same base name, `.xml`) from the folder and set field values — the XPath for a Paige field is `export/fields/field[@name='Invoice Number']`.
- **Quick Fields** can re-read values from the PDF's text layer using its own zones and pattern matching, which works well when the layout is consistent.

Or skip both and use the [Power Automate path](/paige/integrations/send-paige-documents-to-laserfiche-with-power-automate), which fills fields on import.

## When it doesn't work

| Symptom | Where to look |
| --- | --- |
| Files arrive but Import Agent never takes them | The profile isn't enabled, the schedule isn't continuous, or the service account can't read the monitored folder (UNC paths need a domain account, not Local System). |
| Files land in the failed-imports folder | The account lacks rights on the destination folder, or the template's required fields aren't satisfied by the profile. Check the Import Agent event log. |
| Data files pile up | Expected — the filter excludes them. Clear them on a schedule, or import them too if you want them in the repository. |
| Nothing arrives from Paige | Auto-export criteria aren't met, or the document was processed before you turned auto export on. Export once from the **Documents** page. |

If the Paige side is the problem, contact Ademero support with the scan job name and the message from **Test Connection**.

## What's next

- [Send Paige documents to Laserfiche with Power Automate](https://help.ademero.com/paige/integrations/send-paige-documents-to-laserfiche-with-power-automate)
- [Connect Paige to Laserfiche](https://help.ademero.com/paige/integrations/connect-paige-to-laserfiche)
