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A Template is a configurable service that enables the exchange of data between Companies and Partners. It establishes a communication link between the sender and the receiver of the data.

Adeptia Connect already has following three prebuilt Templates that only Company can use to create Transactions. You can either use these Templates to create a sample Transaction to check the successful exchange of data or create a new one. Note that prebuilt Templates can't be edited or deleted.

  • Data Integration: A Template to be used by the Company to exchange data between two applications.
  • EDI Inbound: A Template to be used by the Company to receive EDI data from the Partner.
  • EDI Outbound: A Template to be used by the Company to send EDI data to the Partner.

You can create following four types of Templates in Adeptia Connect:

  • App Template: A Template that sends or receives data from business applications, for example, QuickBooks, NetSuite.
  • File Template: A Template that sends or receives data from file applications, for example, FTP, Google DriveConvert Template: A convert template is useful when you want to convert CSV, Excel, Fixed Length, XML or Business application data into another format and transfer them.
  • Pass-thru Template: A pass-thru template is useful when you want to send or receive business or file application data without any conversion.
  • EDI Template: A Template that sends or receives EDI file from/to the Partner.
  • Custom Template: A Template to customize the activities used in the process flow that act only as placeholders and will be configured while creating the Template.
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Creating a Template

Learn how to create a Template.

Activating a Template

After you create a Template, activate it.

Granting Template Access

When the Template is activated, grant access to a Template to a self onboarded Partner.

Using a Template

Learn how to use a Template to create Transactions.

Viewing Template Details

This section describes steps to view details of a Template.

Editing Template Details

Modify the details of an existing Template.

Copying a Template

Copy all the objects of a Template and use it for creating another Template.

Deleting a Template

Delete an existing Template to permanently remove it from Adeptia Connect.

 

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