Using the Inbound Template

Create an Inbound Template to receive data from the Partner. After creating a Template, you must activate and share it with your Partners 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.

To create a Template:

Click Configure > Templates > Create Template.
On the Create New Template screen, provide the name and description of the Template.
Select Convert from the template type, Inbound from the direction, and click Next.
Select the Network for which you are creating the Template and click Next.
Click Next to define the parameter values. By default, no parameters are required.
Click Next to configure template settings.
Select the Source application and click Next.
Select Partner will define button to enable the partner to specify the Source details.
Select the trigger from the drop-down list and click Next.
Select Partner will define the step checkbox to allow Partner to provide the account for FTP while creating a Transaction using this Template.
Select Partner will define the step checkbox to allow Partner to provide the location of file.
Select Partner will define the step checkbox to allow Partner to specify the Source format.
Select the Destination application and click Next.
Select the LAN target and click Next.
Select the target data format and click Next.
Select the checkbox if you want to encrypt the target file.
Select Partner will define this step checkbox to allow Partner to define mapping.
Provide the Documentation URL. This URL will have all the information related to the Template.
Click Save & Exit to save the Template.
Click Yes, turn On, when prompted to confirm.

This activates a Template. You can now use it to create Transactions.