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Introduction

Cloud Studio process templates, available through Jitterbit Marketplaceare pre-built integration use cases that accelerate the execution of a specific business process using objects such as invoices or employees across multiple applications or systems.

Process templates are designed to reduce the time to deployment by 50 to 80 percent and can be self-implemented, delivered by Jitterbit Professional Services, or delivered by an implementation partner.

A process template consists of one or more projects using multiple endpoints, may include customization files, and has its own documentation in PDF format available through download from Jitterbit Marketplace. After the projects are created, you must enter appropriate values in the project variables that set credentials and other information for the project in each project individually.

NOTE: Access to process templates is dependent on your organization's subscription. For more information, contact your Customer Success Manager (CSM).

The instructions for importing, configuring, and working with the templates are provided within each template's documentation.

Cloud Studio Process Templates

Learn about the available process templates through these links. Process templates and their documentation are accessible through Jitterbit Marketplace. For access to a specific template, contact your Customer Success Manager (CSM)

Process Template Solution SheetTraining Video

Jitterbit Epicor-BigCommerce Order-to-Fulfillment Process Template

Jitterbit Epicor-Magento Invoice-to-Fulfillment Process Template

Jitterbit Epicor-Microsoft Dynamics 365 Opportunity-to-Order Process Template

Jitterbit Epicor-Salesforce Quote-to-Cash Process Template

Jitterbit Epicor-Shopify Order-to-Fulfillment Process Template

Jitterbit Microsoft Dynamics 365-Jira Project Management Process Template
Jitterit Microsoft Dynamics 365 Business Central-BigCommerce Order-to-Fulfillment Process Template
Jitterbit Microsoft Dynamics 365 Business Central-Coupa Invoice and Payment Process Template
Jitterbit Microsoft Dynamics 365 Business Central-Coupa Master Data Management Process Template
Microsoft Dynamics 365 Business Central-Shopify Order-to-Fulfillment Process Template
Jitterbit Microsoft Dynamics 365 Sales-SAP ECC Opportunity-to-Order Process Template
Jitterbit Microsoft Dynamics 365 Sales-Workday Opportunity-to-Contract Process Template
Jitterbit NetSuite-BigCommerce Order-to-Fulfillment Process Template

Jitterbit NetSuite-Coupa Employee Expense Process Template
Jitterbit NetSuite-Coupa Invoice and Payment Process Template
Jitterbit NetSuite-Coupa Master Data Management Process Template
Jitterbit NetSuite-Magento Invoice-to-Fulfillment Process Template

Jitterbit NetSuite-Microsoft Dynamics 365 Opportunity-to-Order Process Template

Jitterbit NetSuite-Shopify Order-to-Fulfillment Process Template
Jitterbit Netsuite-Zendesk Incident Management Process Template
Jitterbit Salesforce-Epicor CPQ-to-Billing Process Template
Jitterbit Salesforce-Jira Project Management Process Template

Jitterbit Salesforce-Microsoft Dynamics 365 Business Central CPQ-to-Billing Process Template
Jitterbit Salesforce-NetSuite CPQ-to-Billing Process Template

Jitterbit Salesforce-NetSuite Opportunity-to-Order Process Template

Jitterbit Salesforce-SAP ECC Opportunity-to-Order Process Template
Jitterbit SAP ECC-Coupa Invoice and Payment Process Template
Jitterbit ServiceNow-Jira Project Management Process Template

Jitterbit ServiceNow-Microsoft Dynamics 365 Incident Management Process Template
Jitterbit Workday-Coupa Employee-Expenses Process Template

Jitterbit Workday-NetSuite Employee Onboarding-Offboarding Process Template

Jitterbit Workday-Salesforce Employee Onboarding-Offboarding Process Template

Jitterbit Workday-Salesforce Opportunity-to-Contract Process Template


Jitterbit Workday-ServiceNow Employee Onboarding-Offboarding Asset Provisioning Process Template

Jitterbit Workday-ServiceNow Employee Onboarding-Offboarding Hire-to-Retire Process Template
Jitterbit Workday-Work.com Employee Onboarding-Offboarding Process Template
Jitterbit Zendesk-Microsoft Dynamics 365 Incident Management Process Template
Jitterbit Zendesk-Salesforce Incident Management Process Template

Troubleshooting

This information may help with troubleshooting common problems when working with process templates. For additional assistance with process templates, contact Jitterbit Support.

Deployment Failure

  • Issue: As the particular instance of an endpoint used during the development of a process template may not match your specific instance with regard to available standard and custom fields, it is possible that projects developed with a process template may not deploy given differences in schemas.
  • Solution: The solution is to adjust project transformations to accommodate any differences by regenerating the schemas and then remapping fields. Refresh the schema of a transformation for appropriate sources and targets. It may be necessary to first clear an existing schema and then mirror a new schema and remap the required fields.

Microsoft-based Email

  • Issue: When configuring an email notification component with Microsoft-based email, testing the connection fails. 
  • Solution: Cloud Studio does not support Microsoft-based email. Configure the email notification component with another email provider.

Fatal Error Related to File Dependencies

  • Issue: The operation log may display an error:
    Fatal Error
    Failed to initialize transformation "". There is no file in the local file store for File_ID = 123...
  • Solution: Follow the steps to retry an operation.

Jira: Error While Sending the HTTP Request

  • Issue: In process templates that connect to a Jira endpoint, you may receive this error on running an operation:
    The Exception is Error while sending the HTTP request. The Exception is No Data found for <Jira Project Key>.
    Please verify project configuration
    This error may be due to Jira activities that are configured to use a Jira project that is not available in your Jira endpoint.
  • Solution: To resolve this error, follow these steps:
    1. Open the Jira connection and click the Test button to verify the connection with the endpoint.
    2. Open each Jira Search, Create, UpdateDelete, or Issue activity and select the desired Jira project from your Jira endpoint. Click Next to advance through any remaining configuration steps. On the last step, click Finished to save the activity configuration.
    3. Open each transformation that is adjacent to one of those Jira activities and regenerate any schemas inherited from a Jira activity (see Transformation Schema Regeneration in Schema Regeneration). If any transformation mapping validation errors are displayed, you must clear the invalid mappings and remap fields (see Transformation Mapping Validity and Transformation Mapping).
    4. Redeploy and rerun the operation chain.

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