For an inbound flow, if you plan to use process-to-backend custom mappings for the partner, you must create the mappings.

For an outbound flow, you must create one or more process-from-backend custom mappings.

If you plan to use an Advanced FTP V2, Advanced FTPS V2, Advanced SFTP V2, or AS2 Client connection, configure the connection in Administrator. For information about configuring the connection, see the respective connector guide.

If you plan to use the File Servers connection, create a user account for each partner that sends files from an AS2, HTTPS, or SFTP server to your organization or receives files that you send to an HTTPS or SFTP server for the partner. For more information, see File server users.

If you plan to run a flow based on a schedule, verify that the schedule has been created or create the schedule in

Administrator

.

Verify that you have the appropriate asset privileges to create the partner and define the flows. For more information about privileges, see User roles.