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.
In Adeptia Connect, there are two types of Templates:
- App-based Template
- File-based template
App-based Template fetches data from an application where as File-based Template fetches data from a file.
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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