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- 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
The first step while creating a Template is to provide the template definition. To provide the definition of a Template:
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Provide the name and description of the template and click Continue to select the network.
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| The name should be a unique name and should not exceed 48 characters. |
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Select the network and click Save & Next to configure. You can select more than one Network. This template will be applicable for the partners of the selected Networks only.
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To select more than one networks, select the Network from the drop-down list multiple times. The selected Networks will get listed together.
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Provide the configuration details and click Save & Next to continue further.
| Field Name | Description |
|---|---|
| Select Type | App: fetch data from application such as QuickBooks, Salesforce. File: fetch data from the file such as FTP Source, File Source. |
| Select Direction | Inbound: Company sends data to the Partner. Outbound: Company receives data from the Partner. |
| Change my Data Format | 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. No (Pass Thru): Select this option to transfer the file from one application to another. |
Provide the details and click Save & Next.
| Field Name | Description | |
|---|---|---|
Contact User | Email id(s) listed here will receive a notification email whenever the connection is executed successfully or if there is an error during execution. Multiple email ids are separated by a comma. | |
| When to notify the contact? | Always: Send an email whenever the execution of the connection is successful. Error: Send an email if an error occurred in the execution of the connection. | |
| Access to transaction template | Access to the template either publicly or privately. | |
| Data Encoding | Character-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1. | |
Next Step
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