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A Transaction establishes communication between the source and the destination. For effective communication, you need to create a Transaction. A Transaction is created only for activated templates. To create a new Transaction:

  1. Type the name and description of the transaction and click Continue.



  2. Choose whether you want to create your transaction or create transaction for the partner. For creating transaction for the partner, you need to select the name of the partner for which you are creating transaction and click Save & Next.

     

  3. Depending upon the source application in the selected template, you need to add an account for that application. Click to add an account. Provide the details of the account and click Save

  4. Select the account and click Save & Next.

     

  5. Provide the source filter criteria (in case of Email application) or file source location (in case of FTP application) for this transaction. This is the location from where this transaction will pick the data. 

  6. Click Save to save the transaction.

    Next Step:

    Activating Transaction

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