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1. Select the Source application and click Next.  

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2. Anchor
   Data_Format Data_Format

   Select the data format and click Next.

   

   No (Pass Thru): Select this option to transfer the file from one application to another.

   Yes (Convert): Select this option to transfer the file data from one application to another. To transfer the data, you need to define the mapping between the fields of the Source and the Target application. On selecting this option, you also need to define Who will define the mapping?. 

   

   
   Select I will define if you want to define the Partner's layout and mapping between the fields of the Source and the Target application.

   Select Partner will define if you want your Partner to define the layout and mapping between the fields of the Source and the Target application.

    

3. Select the trigger from the drop-down list and click Next.
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   Info
   The list of triggers differs for the selected Source application. For the complete list of triggers of the supported applications, refer to Appendix D: Supported Applications. For NetSuite, Zoho CRM, and Salesforce applications, you need to select the account for layout information.

4. You need to skip the next two steps as these steps are defined by the Partner, using this Template while creating a Transaction.

   

    

5. Click Next to select the filter criteria. The Partner who will use this Template will define this step. 

6. Click Next to select the Target application.

   Next Step

   Defining the Target application of the Template