Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

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

Outbound 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. 

Create an Outbound Template to send data to the Partner. In this Template, Company will define the Source application account and configuration details.

  • No labels