Cloning a Trading Partner Account

Steps to clone a trading partner account

You may need to copy the map and logic from a previously existing trading partner account to:

• Creating a smoke test trading partner
• Creating multiple trading partners that have a similar configuration
• New implementation

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.