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A Template is created in the following way:
  1. Define the definition of the Template
  2. Define the source application of the Template
  3. Define the target application of the Template
  4. Define the mapping of the Template

The first step in creating the Template is to define the definition. Perform the following steps to define the definition:

  1. Click Configure on the task pane and go to Templates from the left menu.
  2. Click Create Templates. 



  3. Type the name and description of the template and click Continue to select the network.



  4. Select the network and click Save & Next to configure.



  5. Provide the configuration details and click Save & Next to continue further.

    Field NameDescription
    Select TypeType from where to fetch data. The available options are App and File. If you select App, means fetch data from application such as QuickBooks, Salesforce. If you select File, means fetch data from file such as FTP Source, File Source.
    Select Direction

    Inbound: Company accepts data from the Partner.

    Outbound: Partner sends data to the Company.

    Change my Data FormatYes (Convert): Select this option to transform data before transmission. No (Pass Thru): Select this option to transmit data without any transformation.

     

  6. Provide the details and click Save & Next.

    Field NameDescription

    Contact User

    A notification email will be sent to the specified email id(s) when the connection execution is successful or there is an error in execution. This Field can contain more than one email id. Multiple email ids should be separated by a comma.

    When to notify the contact?Always: Send an email whenever the execution of the connection is successful.
    Error: Send an email if an error occurred in the execution of the connection.
    Access to transaction templateAccess to the template either publicly or privately.
    Data EncodingCharacter-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1.

     

  7. Once the definition of the Template is defined successfully, the next step is to define the source application of the Template.
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