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A Template is a connection that you can create and share with your Partners for exchanging data. In a Template, you can define the Source and Destination applications and map the fields. After you have created the Template and shared with your Partners, it can be used as a predefined format for exchanging data.

Following are the major subsections:

Section NameDescription

Creating a Template

Learn how to create a Template.

Activating a Template

Steps to activate a Template.

Granting Template Access

Granting access to a Template to a self onboarded Partner.

Using a Template

Learn how to use a Template to create Transactions.

Viewing Template Details

Viewing details of a Template.

Editing Template Details

Editing details of a Template.

Deleting a Template

Deleting an existing Template.

 

Next Step

Transactions

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