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 four types of Templates in Adeptia Connect:
- App-based Template: A Template that sends or receives data from business applications, for example, QuickBooks, NetSuite, HubSpot, BigCommerce, and more.
- File-based Template: A Template that sends or receives data from file applications, for example, FTP, Google Drive, DropBox, File Upload, and more.
- EDI Template: A Template that sends or receives EDI file from/to the Partner.
- Custom Template: A Template to customize Process Flow for your complex transactions.
Using any of the above Template types, you can create following two types of Templates:
Inbound Template: Create an Inbound Template to receive data from the Partner. In this Template, your Partner will define the Source application account and configuration details.
Outbound Template: Create an Outbound Template to send data to the Partner. In this Template, Company will define the Source application account and configuration details.
Step-by-step instructions to create a File template.
Step-by-step instructions to create an App template.
Step-by-step instructions to create an EDI template.
Step-by-step instructions to create a Custom template.