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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.
The sender and receiver can be a company and their partners. For exchanging data between the company and the partners, you need to create a Template.- Define 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 in creating the Template is to define the definition. To define the definition:
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Type the name and description of the template and click Continue to select the network.
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Select the network and click Save & Next to configure.
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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 data to the Company. |
| Change my Data Format | Yes (Convert): Select this option to transform data before transmission. No (Pass Thru): Select this option to transmit data without any transformation. |
Provide the details and click Save & Next.
| Field Name | Description | |
|---|---|---|
Contact User | A notification email will be sent to the specified email id(s) when the connection execution is successful or there is an error in execution. This Field can contain more than one email id. Multiple email ids should be 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. | |
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 Drive.
- 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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Learn how to create a Template.
After you create a Template, activate it.
When the Template is activated, grant access to a Template to a self onboarded Partner.
Learn how to use a Template to create Transactions.
This section describes steps to view details of a Template.
Modify the details of an existing Template.
Copy all the objects of a Template and use it for creating another Template.
Delete an existing Template to permanently remove it from Adeptia Connect.
Next Step