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This section introduces you to the Adeptia Connect terminology. Once you become familiar with these terms and concepts, you will feel comfortable navigating through the explanations, examples, and other features of Adeptia Connect. The following table lists the key terms:

 



Connection 

Adeptia Connect Connection is a configurable service which enables the exchange of data between two cloud based applications (Apps). It establishes a secure (https) communication link between sender and receiver of the data. If source and target applications are used within the same company, then connection can be used independently (without the need for a Shared Connection). For example, if you want to send data from SalesForce to QuickBooks, you need to create a connection (say connection1).The same connection cannot be used to send data from QuickBooks to Salesforce. For this, you must create another connection, say Connection2.

There are two ways to create a Connections:

  1. Connection between two Apps
  2. Connection between Companies

For more details, see Connections.


Shared Connection

Adeptia Connect Shared Connection is a configurable service that you can publish so that other companies can use for exchanging data with your company. When you create a Shared Connection, it acts as an instrument that sets the format in which you want the data to be sent or received. Through this you also specify the location from where you want the data to be sent or received.

You can create a Shared Connection for either sending data or receiving data.

For more details, see How to create a Shared Connection?


Network

Network is the set of companies and Applications that are available for you to create Connections. Companies may be your customers, partners, or vendors. This network is growing constantly as new organizations join Adeptia Connect. By default, your current network is shown, you can change the selection to All if required. You can also search for companies and Applications to connect with. For more details, see Network.

My Account

The Adeptia Connect My Account drop-down list identifies the Adeptia Connect account in use. This is where you can review your account and update personal and login details. It enables you to edit your Profile Information, Preferences and Settings, and Subscriptions details. It also allows you to manage objects and users. The menu displays the Profile Image of the user. You can change this image using the Profile Information link.

Profile Information

The information displayed on the left of the My Account drop down can be updated from here. You can view or edit your basic details and profile Image from here. For more details, see How to Edit Your Profile Information?

Subscription

You may select the Subscription option from the My Account menu to switch between or upgrade your subscription plan. You can also view or add your Billing information here. Billing information basically includes your card details. Depending on the subscription associated with your organization, you might not have access to the full range of Adeptia Connect functionality. For details of the subscription plans offered by Adeptia, select the My Plan option on the Subscription page.

 

Manage Users

You can manage your users through this page. Invite some or all of your colleagues to join Adeptia Connect and create their accounts. Depending on the requirement, the Admin user may also restrict access by assigning user roles like – Standard or Admin. This section displays a list of configured users of the same company with their details. You can also perform actions like editing information, turning ON/OFF, or deleting a particular user account. For more details, see Managing Users and How to Invite Users from Your Company?

Manage Objects

Through the manage objects page you can modify or delete the configured, File layouts or Application Accounts (which are no more in use). For more details, see Managing Objects/Accounts.

Message Center

Adeptia Connect has a Message Center to keep track of your administrative messages, invites, and approvals. All your sent and received notifications can be viewed from here. This makes it easier to centrally manage all communications within your network. For more details, see Message Center

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