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A Transaction is created by using a Template. To create a Transaction:

  1. Provide the name and description of the Transaction. The name of the Transaction is generated automatically based on the selected Template. You can edit the Transaction name and name can be up to 48 characters long.



  2. Click Continue.

  3. Provide the mail id in the Contact User. This email id is used to send notification mails regarding the execution of the Transaction.




  4. Click Next.

  5. Provide the Source application related details used in the selected Template. Click to add a new account. Provide the details of the account and click Save

     

  6. Click Next to provide file location details. This is the location from where Transaction will pick data.

     

  7. Click Save & Exit to save the Transaction.

    Next Step

    Activating Transaction

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