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  • Overview of Adeptia Connect and learn how to navigate the Adeptia Connect application
  • Adding a new Network (organizing and easy management of Plan Sponsors)
  • Adding a new Partner/Plan Sponsor as part of a Network
  • On-boarding a Plan Sponsor’s data by configuring a Transaction (Inbound and Outbound)
  • View Dashboard and Transaction logs.

Next step:

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  • Transfer of EDI data from partner’s ftp to local ftp in xml format (Inbound)
  • Transfer of data from company’s ftp to local ftp in EDI format (Outbound)

Pre-requisites

  • Business User Rights
  • Pre-configured EDI Templates
  • EDI domain knowledge


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Next step

Add an EDI Partner