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Click Save to save the transaction.

Next Step

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A Transaction is a connection that establishes communication between the source and the destination. For effective communication, you need to You can create a Transaction . A Transaction is created only for activated templates. To create a new Transaction:

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Choose whether you want to create your transaction or create transaction for the partner. For creating transaction for the partner, you need to select the name of the partner for which you are creating transaction and click Save & Next.

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Depending upon the source application in the selected template, you need to add an account for that application. Click Image Removedto add an account. Provide the details of the account and click Save

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Select the account and click Save & Next.

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Provide the source filter criteria (in case of Email application) or file source location (in case of FTP application) for this transaction. This is the location from where this transaction will pick the data. 

using an activated Template

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Creating a Transaction

Learn how to create a Transaction.

Activating a Transaction

After you create a Transaction, activate it.

Executing a Transaction

Learn how to execute a Transaction either automatically or manually.

Viewing Transaction Details

This section describes steps to view details of a Transaction.

Editing Transaction Details

Modify the details of an existing Transaction.

Copying a Transaction

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

Adding Favorite Transactions

Add a Transaction as a favorite to manage it from Adeptia Connect home screen.

Deleting a Transaction

Delete a Transaction to permanently remove it from Adeptia Connect.

 

Next Step

Viewing Dashboard