SW Sapien

Bulk download and import CFDIs from Mexico’s SAT using SW Sapien’s Efisco service.

The SW Sapien app is not available by default. Contact us if you are interested in using it.

Description

SW Sapien

View implementation guide ›

Developer	Invopop
Category	Government
Scope	Issued, Received
Country	Mexico

The SW Sapien app connects Invopop to SW Sapien’s Efisco service to bulk download CFDI documents from the SAT (Servicio de Administración Tributaria). Instead of managing sensitive e.firma (FIEL) certificates or building brittle web-scraping solutions, this app delegates the complexity of SAT authentication and download to a trusted third-party provider.

This app handles CFDI download only. Once downloaded, each CFDI is passed to the SAT Mexico app for conversion to GOBL format via a separate workflow.

Key features

• Bulk CFDI download: Request and download CFDIs for a given date range, both issued and received, through SW Sapien’s Efisco API.
• Automatic job dispatch: For each downloaded CFDI, the app uploads the file and creates a workflow job that triggers the conversion process.
• Periodic execution: Combine with the Cron app to schedule automatic daily (or other interval) imports.
• Flexible document types: Configure whether to import received invoices, issued invoices, or both.
• No sensitive certificate management: Authentication with SAT is handled entirely by SW Sapien, so e.firma (FIEL) certificates never need to be stored in Invopop.

Check out our Mexico: Receiving invoices guide for step-by-step setup instructions. The app also supports importing issued invoices; refer to the configuration options below for details.

Actions

The following workflow actions will be available once you install and enable this app:

Register Efisco Party

Initiate the registration of a party with SW Sapien’s Efisco service, generating a link for uploading the e.firma (FIEL) certificate.

Import CFDIs from Efisco

Request CFDI downloads from SW Sapien’s Efisco service for a specified date range, wait for completion, and dispatch individual conversion jobs for each CFDI.

Workflows

The following templates help you get started quickly. Use them as is or as a base for your own flows.

SW Sapien register party

Initiate the registration of a party with SW Sapien’s Efisco service to enable CFDI downloads.

Example SW Sapien register party workflow

{
    "name": "SW Sapien Efisco register party",
    "description": "Register a party with SW Sapien's Efisco service to enable CFDI downloads",
    "schema": "org/party",
    "steps": [
        {
            "id": "aaa044b0-14cc-11f1-85d2-9d77c04210bc",
            "name": "Set State",
            "provider": "silo.state",
            "summary": "Set state to `processing`{.state .processing}",
            "config": {
                "state": "processing"
            }
        },
        {
            "id": "ae845cb0-14cc-11f1-85d2-9d77c04210bc",
            "name": "Register party with Efisco (Mexico)",
            "provider": "sw-sapien.efisco.register"
        }
    ],
    "rescue": [
        {
            "id": "a3b4c5d0-4d5e-11f0-e004-7d8e9f0a1b2c",
            "name": "Set State",
            "provider": "silo.state",
            "summary": "Set state to `error`{.state .error}",
            "config": {
                "state": "error"
            }
        }
    ]
}

SW Sapien import CFDIs

Download CFDIs from SAT via SW Sapien’s Efisco service and dispatch a conversion job for each document. This workflow is designed to be executed periodically using the Cron app.

Example SW Sapien import CFDIs workflow

{
    "name": "SW Sapien Efisco bulk import CFDIs",
    "description": "Download CFDIs in bulk from SAT via SW Sapien's Efisco service and dispatch conversion jobs",
    "schema": "org/party",
    "steps": [
        {
            "id": "28b5e810-14cc-11f1-85d2-9d77c04210bc",
            "name": "Bulk Import CFDIs via Efisco (Mexico)",
            "provider": "sw-sapien.efisco.import",
            "summary": "Received → no workflow",
            "config": {
                "document_type": "Recepcion",
                "workflow_id": ""
            }
        }
    ],
    "rescue": [
        {
            "id": "a7b8c9d0-2b3c-11f0-c002-5b6c7d8e9f0a",
            "name": "Set State",
            "provider": "silo.state",
            "summary": "Set state to `error`{.state .error}",
            "config": {
                "state": "error"
            }
        }
    ]
}

SAT convert CFDI

Convert an individual CFDI to GOBL format using the SAT Mexico app.

Example SAT convert CFDI workflow

{
    "name": "SAT import CFDI document",
    "description": "Convert a CFDI document to GOBL and process it",
    "schema": "bill/invoice",
    "steps": [
        {
            "id": "6346e330-14cc-11f1-85d2-9d77c04210bc",
            "name": "Import CFDI document",
            "provider": "sat-mx.import"
        },
        {
            "id": "74f01110-14cc-11f1-85d2-9d77c04210bc",
            "name": "Set State",
            "provider": "silo.state",
            "summary": "Set state to `received`{.state .received}",
            "config": {
                "state": "received"
            }
        }
    ],
    "rescue": [
        {
            "id": "e5f6a7b0-1a2b-11f0-b001-4a5b6c7d8e9f",
            "name": "Set Silo Entry State",
            "provider": "silo.state",
            "summary": "Set state to `error`{.state .error}",
            "config": {
                "state": "error"
            }
        }
    ]
}

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🇲🇽 Invopop resources for Mexico

Compliance	Invoicing compliance in Mexico Compliance timeline
Apps	SAT Mexico SW Sapien Cron
Guides	Issuing invoices Receiving invoices
FAQ	Mexico FAQ
GOBL	Mexico Tax Regime Mexican SAT CFDI Addon
GitHub	gobl.cfdi

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