A Template is a configurable service that enables the exchange of data between Companies and Partners. It establishes a communication link between the sender and the receiver of the data.
Adeptia Connect has following three prebuilt Templates that only Company can use to create Transactions. You can use these Templates to create a sample Transaction to check the successful exchange of data. Note that these Templates can't be edited or deleted.
- Data Integration: A Template to be used by the Company to exchange data between two applications.
- EDI Inbound: A Template to be used by the Company to receive EDI data from the Partner.
- EDI Outbound: A Template to be used by the Company to send EDI data to the Partner.
You can create following four types of Templates in Adeptia Connect:
- App -based Template: A Template that sends or receives data from business applications, for example, QuickBooks, NetSuite.
- File -based Template: A Template that sends or receives data from file applications, for example, FTP, Google Drive.
- EDI Template: A Template that sends or receives EDI file from/to the Partner.
- Custom Template: A Template to customize the activities used in the process flow that act only as placeholders and will be configured while creating the Template.
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Learn how to create a Template.
After you create a Template, activate it.
When the Template is activated, grant access to a Template to a self onboarded Partner.
Learn how to use a Template to create Transactions.
This section describes steps to view details of a Template.
Modify the details of an existing Template.
Copy all the objects of a Template and use it for creating another Template.
Delete an existing Template to permanently remove it from Adeptia Connect.
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