Add transaction template
The transaction templates allow you to post the customer transaction data.
Use case
Using this template, you can post customer transactions according to the filters of your choice.
Configuring transaction templates
There are six transaction templates available to choose from based on your requirements.
Template name | Description |
---|---|
InTouch transaction V2 add | Enables you to sort, transform, and post your data using the OAuth client. |
Transaction V2 add with payment mode | Allows you to add a single transaction data file. |
Transaction V2 add | Enables you to decrypt, sort, transform, filter, and post the transaction data using the OAuth client. |
Transaction V2 add with filter | `Enables you to filter, sort, transform, and post the transaction data using the OAuth client. |
Transaction line item payment mode merge | Enables you to merge three files and post the transaction data using the OAuth client |
Transaction customer v2 add | Enables you to post transaction data with the option to post customer data using the OAuth client. |
To configure an add transaction template, perform the below steps:
- In the Connect-to-source Block, enter the source server details where the source data is present and the location for saving the processed file. See Connect to source.
- In the Decrypt-data block, if the files are encrypted, enter the details to decrypt the data. See Decrypt data.
- (Applicable only for Transaction LineItem PaymentMode Merge and Transactions Customers V2 Add) In the Join-Data block, enter the required details and define the conditions to merge the two files and join the data. See Join Data.
- In the Transform-data section, enter the required details and define the conditions to transform the headers. See Transform-data.
- In the Encrypt-data block, enter the encryption details to encrypt the file. See Encrypt Data.
- In the Connect-to-destination block, enter the SFTP server details. Enter Connect to destination.
- In the Trigger block, enter the details to schedule the trigger. See Trigger.
Updated 10 months ago