Creating an App Template
- Saurabh Gupta (Unlicensed)
Owned by Saurabh Gupta (Unlicensed)
Create an App Template if your Partner is using an application, for example, QuickBooks. 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.
Only a Company administrator and an IT User can create a Template. However, we recommended that only an IT User creates a Template.
You can create following two types of App Templates:
Inbound Template helps in receiving data from the Partner. In this Template, your Partner defines the Source application with configuration details and Company defines the configuration for the destination.
Outbound Template helps in sending data to the Partner. In this Template, Company defines the Source application with configuration details and your Partner defines the configuration for the destination.