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A Template is a connection that you can create and share with your Partners for exchanging data. In a Template, you can define the Source and Destination applications and map the fields. After you have created the Template and shared with your Partners, it can be used as a predefined format for exchanging data.

Following are the steps to create a Template:

  • Provide the definition of the Template
  • Define the source application of the Template
  • Define the target application of the Template
  • Define the mapping of the Template

    major subsections:

    Section NameDescription

    Creating a Template

    Learn how to create a Template.

    Activating a Template

    Steps to activate a Template.

    Granting Template Access

    Granting access to a Template to a self onboarded Partner.

    Using a Template

    Learn how to use a Template to create Transactions.

    Viewing Template Details

    Viewing details of a Template.

    Editing Template Details

    Editing details of a Template.

    Deleting a Template

    Deleting an existing Template.

     

    Next Step

    Transactions