- Define 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:
- Click Configure on the task pane.
- Go to Templates from the left menu.
- Click Create Templates.
Type Provide the name and description of the template and click Continue to select the network.
Info The name should be a unique name and should not exceed 48 characters. 
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.
Info To select more than one networks, select the Network from the drop-down list multiple times. The selected Networks will get listed together.
Provide the configuration details and click Save & Next to continue further.
Field Name Description Select Type Type of application from where data is to be fetched. The available options are App and File. 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: Partner sends Company receives data to from the CompanyPartner.
Change my Data Format Yes (Convert): Select this option to transform data before transmissionto 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 transmit data without any transformationto transfer the file from one application to another.
Provide the details and click Save & Next.
Field Name Description Contact User
User receives a notification email on this email Email id(s) listed here will receive a notification email whenever the connection is executed successfully or if there is an error while during execution. This Field can contain more than one email id, separate the 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. 
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