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Use a Template to exchange the data with your Partners. The Template defines the format and the location for the data transfer. After creating a Template, you must activate and share it with your Partners. The Partners will use this shared Template to create a Transaction for exchanging data. 

Adeptia Connect has following three prebuilt Templates that only Company can use 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 three four types of Templates in Adeptia Connect:

  • App-based Template: A Template that sends or receives data from business applications, for example, QuickBooks, NetSuite, HubSpot, BigCommerce, and more.
  • File-based Template: A Template that sends or receives data from file applications, for example, FTP, Google Drive, DropBox, File Upload, and more.
  • EDI Template: A Template that sends or receives EDI file from/to the Partner.
  • Custom Template: A Template to customize Process Flow for your complex transactions.

Using any of the above Template types,  you can create following two types of Templates:

/wiki/spaces/AC2/pages/655640Inbound Template: Create an Inbound Template to receive data from the Partner. In this Template, your Partner will define the Source application account and configuration details. 

/wiki/spaces/AC2/pages/655660Outbound Template: Create an Outbound Template to send data to the Partner. In this Template, Company will define the Source application account and configuration details.

Info
Only a Company administrator and an IT User can create a Template. However, we recommended that only an IT User creates a Template.

Creating a File Template

Step-by-step instructions to create a File template.

Creating an App Template

Step-by-step instructions to create an App template.

Creating an EDI Template

Step-by-step instructions to create an EDI template.

Creating a Custom Template

Step-by-step instructions to create a Custom template.