Monarch API - Help

Help Documentation
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1

Hi,

I wanted to know if anyone has any good video or step by step instruction for building an API in UiPath. I checked and it doesnt look like there is standard way of connecting to Monarch so I would need to build API from scratch and have never done this before. Any help would be much appreciated.

2

@nirmit.kansagra

Looks like you have the api and you need to invoke from UiPath

Two ways here

  1. Integration services - create a custom connector and add the endpoint and body details and then create an activity whoch would be called in processes
  2. Http request- this is an activity which is used for calling apis

Cheers

3

Thanks Anil so I have Monarch installed locally in my PC. I am assuming I would need use #1 option then right or I can still do it via Http requested?

4

@nirmit.kansagra

Better go with option 2…first try the api using postman and then you can copy the curl and import into http request activity

Cheers

5

Anil,

I looked into this further and unfortunately, we can’t do either of the option because we don’t have appropriate licensing with Monarch and API is only available with the Automater Licensing.

The only thing we really need UiPath to do/automate is once Monarch application launches (Which we are launching automatically using BAT file), it opens on the report tab and we need UiPath to go to export tab and then click on a button called “Select All Exports” and then after it click on “Run Exports” in Monarch application and then click on “Close” on top right and then a message window would pop up saying do you want to save the project changes and we need to select “No”. Is there anything we can do via UiPath that can do this for us? I think there is a tool called screenscrapping and also Data Extraction or if there are any other tools that we can use to do this. Essentially, we are looking to replace human click with Robot.

Running Monarch Batch file to export all exports in Monarch
Note: Need to update Monarch to only include One file

Directory Used

[\epic-nas.et1157.epichosted.com\xfr\prd\toODB\Claims\RevenueCycleAutomation\UiPathAutomation\LegacyPayers](file://epic-nas.et1157.epichosted.com/xfr/prd/toODB/Claims/RevenueCycleAutomation/UiPathAutomation/LegacyPayers)

Run .Bat file

This image shows a Windows File Explorer window displaying the contents of a folder named "LegacyPayers," highlighting the file "MonarchResponse2.bat" with details such as type, date modified, and size. (Captioned by AI)
This image shows a Windows File Explorer window displaying the contents of a folder named "LegacyPayers," highlighting the file "MonarchResponse2.bat" with details such as type, date modified, and size. (Captioned by AI)939×252 74.4 KB

It will open up Monarch and you will see the REPORTS tab

The image shows a computer screen displaying a software application with a text report view, including file navigation, file information, and report editing tools in the toolbar. (Captioned by AI)
The image shows a computer screen displaying a software application with a text report view, including file navigation, file information, and report editing tools in the toolbar. (Captioned by AI)1398×278 109 KB

Click on EXPORT on tool bar

The image shows a software interface menu bar with options like File, Home, Report, Table, Summary, and a highlighted Export section. (Captioned by AI)
The image shows a software interface menu bar with options like File, Home, Report, Table, Summary, and a highlighted Export section. (Captioned by AI)1163×136 42.9 KB

Click on SELECT ALL EXPORTS on tool bar

The image shows a toolbar section from a software interface with various options under the "Export" tab highlighted, including "Select All Exports," "Create Export," and "Run Exports." (Captioned by AI)
The image shows a toolbar section from a software interface with various options under the "Export" tab highlighted, including "Select All Exports," "Create Export," and "Run Exports." (Captioned by AI)1175×242 61.5 KB

Click on RUN EXPORTS on tool bar

The image shows a software toolbar with highlighted "Run Exports" button under the "Export" menu. (Captioned by AI)
The image shows a software toolbar with highlighted "Run Exports" button under the "Export" menu. (Captioned by AI)1097×234 61.6 KB

Close out of application by clicking on the X at top right

The image shows a screenshot of the Altair Monarch Classic software's interface with a focus on the "Export" tab in the ribbon menu, and a red arrow pointing towards the "Close" button in the upper-right corner, highlighted in yellow. (Captioned by AI)
The image shows a screenshot of the Altair Monarch Classic software's interface with a focus on the "Export" tab in the ribbon menu, and a red arrow pointing towards the "Close" button in the upper-right corner, highlighted in yellow. (Captioned by AI)2034×142 66.1 KB

Choose NO on the Monarch dialog box

A dialog box from Monarch asks whether to save project changes to a specified file location, with "Yes," "No," and "Cancel" options highlighted. (Captioned by AI)
A dialog box from Monarch asks whether to save project changes to a specified file location, with "Yes," "No," and "Cancel" options highlighted. (Captioned by AI)689×270 64.1 KB

6

@nirmit.kansagra

Yes you can do all these clicks and all usinng UiPath activities

Use app/browser, click, type into can be used

Please check the same

Cheers