Creating a Template

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 can 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 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 activities used in the process flow act only as placeholders that will be configured while creating the template.