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- First, create a Template using Pre Process as a Source application. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click /wiki/spaces/AC2/pages/655640.
- Click Configure > Templates > Create Template.
- Select either File or App from the Template Type drop-down list.
- Select Inbound in the Select direction drop-down list.
- Select Pre Process app while defining the Source application.
- Select the source data format for a Template.
- Select the source layout and format of a Template.
- Select the Target application, for example, FTP.
- Define the action to be taken at the destination.
- Define the target application account and configuration details.
- Define the target layout and format of a Template.
- Click Save and Exit to save the Template.
- After creating a Template, create a Transaction using this Template.
- Now, create a Template using Post Process as a Target application. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click /wiki/spaces/AC2/pages/655640.
- Click Configure > Templates > Create Template.
- Select either File or App from the Template Type drop-down list.
- Select Inbound in the Select direction drop-down list.
- Select the Source application, for example, QuickBooks.
- Define the source data format for a Template.
- Select the event to be triggered.
- Select Post Process app while defining the Target application.
- Select Transaction from the Select Process Type drop-down list.
- Select the Pre Process Transaction from the Select Transaction drop-down list. Only Pre Process Transactions will appear in the drop-down list.
- Click Add Parameters to add parameters. Define the keys and their values. The specified values will be put in the context of the child flow.
- Define the target data format and layout.
- Define the mapping between the fields.
- Click Save and exit to save the Template.