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A Template is a
connection that you can create and share with your partners for exchanging data. In a Template, you can define the Source and Destination applications and map the fields. After you have created the Template and shared with your Partners, they can use it as a predefined format for exchanging data.- 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 |
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| 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. | |
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 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.
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