Prerequisite: Template Projects must already exist and be deployed

The Template Project represents working integrations, complete with the necessary objects and shared resources. This API allows the user to create new Partner Routes by entering values to override Template Project Route information.

The Template Projects must be created and deployed in Clarify before the Partner Management menu can be used.

This help will explain how to set up partner integrations in the Dashboard using these deployed Template Projects.

Important note on template naming conventions

The Dashboard Partner Management menu relies on the existence of Template Projects that contain either ._template (EDI) or ._ARtemplate (Application Route) naming convention (shown below). Template Projects not using this convention will not be selectable from the Dashboard.