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Use a Template to exchange the data with your Partners. The Template defines the format and the location for the data transfer. After creating a Template, you must activate and share it with your Partners. The Partners will use this shared Template to create a Transaction for exchanging data. 

Prebuilt Templates

Adeptia Connect has following three prebuilt Templates that only Company can use to create a sample Transaction to check the successful exchange of data. Note that these 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.

Templates that Company can Create

A company Company can also create following four types of Templates in Adeptia Connect:

  • App-based Template: A Template that sends or receives data from business applications, for example, QuickBooks, NetSuite, HubSpot, BigCommerce, and more.
  • File-based Template: A Template that sends or receives data from file applications, for example, FTP, Google Drive, DropBox, File Upload, and more.
  • EDI Template: A Template that sends or receives EDI file to/from /to the Partner.
  • Custom Template: A Template to customize the activities used in the process flow. You should create a process flow as per your requirement. However, the The activities used in the process flow act only as place holders placeholders that will be configured while creating the template.

Inbound Template: Create an Inbound Template to receive data from the Partner. In this Template, your Partner will define the Source application account and configuration details. 

Outbound Template: Create an Outbound Template to send data to the Partner. In this Template, Company will define the Source application account and configuration details.

Info
Only a Company administrator and an IT User can create a Template. However, we recommended that only an IT User creates a Template.

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Step-by-step instructions to create an App template.

Creating an EDI a Custom Template

Step-by-step instructions to create an EDI a Custom template.

Creating a Custom an EDI Template

Step-by-step instructions to create a Custom an EDI template.

 

Next Step

Activating a Template