Cloning a Trading Partner

For efficiency when creating many trading partners, you can copy the map and logic from a previously existing trading partner account instead of creating a new one wholesale.

Duplicating (Cloning) a Trading Partner Account for Efficiency

You may need to copy the map and logic from a previously existing trading partner account. This can be an effective strategy in any of the following:

• Creating a smoke test trading partner

• Creating multiple trading partners that have a similar configuration

• Creating a ew implementation

Follow these steps to clone a trading partner account:

1. Create a new trading partner account with a different ID
   For more information on how to create a trading partner, click here. 

2. Submit a change request for the new trading partner account 
   For more information on how to submit a change request, click here

   1. In your request, ask to copy the map and logic from the "source" trading partner

3. Wait for a response from the Connection Development team saying they copied the map and logic to the new trading partner.

4. Validate the map and logic by:

   1. Testing the document extraction

   2. Validating output delivered to your ERP

5. If necessary, request the deactivation of the "source" trading partner through a change request associated with that partner.