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A Template establishes a communication link between the sender and the receiver of the data.  The sender and receiver can be a company and their partners. For exchanging data between the company and the partners, you need to create a Template. A Template can be created by performing the following steps:
  1. Define the definition of the Template
  2. Define the source application of the Template
  3. Define the target application of the Template
  4. Define the mapping of the Template

The first step in creating the Template is to define the definition. To define the definition:

  1. Click Configure on the task pane and go to Templates from the left menu.
  2. Click Create Templates. 



  3. Type the name and description of the template and click Continue to select the network.



  4. Select the network and click Save & Next to configure.



  5. Provide the configuration details and click Save & Next to continue further.

    Field NameDescription
    Select TypeType of application from where data is to be fetched. The available options are App and File.

    App: fetch data from application such as QuickBooks, Salesforce.

    File: fetch data from the file such as FTP Source, File Source.

    Select Direction

    Inbound: Company sends data to the Partner.

    Outbound: Partner sends data to the Company.

    Change my Data Format

    Yes (Convert): Select this option to transform data before transmission.

    No (Pass Thru): Select this option to transmit data without any transformation.

     

  6. Provide the details and click Save & Next.

    Field NameDescription

    Contact User

    A notification email will be sent to the specified email id(s) when the connection execution is successful or there is an error in execution. This Field can contain more than one email id. Multiple email ids should be separated by a comma.

    When to notify the contact?

    Always: Send an email whenever the execution of the connection is successful.

    Error: Send an email if an error occurred in the execution of the connection.

    Access to transaction templateAccess to the template either publicly or privately.
    Data EncodingCharacter-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1.

    Next Step

    Defining the source application of the Template

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