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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. 

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.

You can create following three types of Templates in Adeptia Connect:

  • App-based Template: A Template that sends or receives data from business applications, for example, QuickBooks, NetSuite.
  • File-based 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.

Using any of the above Template types,  you can create following two types of Templates:

/wiki/spaces/AC2/pages/655640: Create an Inbound Template to receive data from the Partner. In this Template, your Partner will define the Source application account and configuration details. 

/wiki/spaces/AC2/pages/655660: Create an Outbound Template to send data to the Partner. In this Template, Company will define the Source application account and configuration details.

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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