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Once you defined the mapping, the next step is to activate the TemplateActivated Templates are used to create transactions. To activate the template:

  1. Click Configure on the task pane and go to Templates from the left menu.
  2. The list of existing templates appears. Search the template you want to activate.

    Info
    Alternately, you can search the template in the search box ().
  3. Click  to activate the template.
  4. Click Yes, turn On for confirmation.



  5. The template is now activated. (). You can use it for transactions.

    Info
    Only Company can activate the templates.

    Next Step:

    Creating Transactions