# Adeptia Developer Docs > Auto-generated documentation for Adeptia Automate — an AI-native enterprise > integration platform. Covers the Automate platform, API services, REST APIs, > MCP + AI features, and reference material. > Source: https://github.com/adeptia/docs-automation > Maintainer: AI-Native R&D, Adeptia ## How to use this site as an agent - Start at /docs/getting-started/ for platform orientation - Use /docs/agent-index for a flat index of every page - Search is available at / — type a query to find relevant docs - All pages have description frontmatter for quick triage - Docs are versioned (see "Documentation versions" below). The paths listed here are the CURRENT version (v5); every other version has its own structure under its own prefix — browse it from /docs/4/ ## Documentation versions The site carries a documentation version per Adeptia Connect major release, plus named doc sets for products documented outside that major line — all selectable from the version dropdown in the top navigation bar: - Current — v5, served UNPREFIXED at /docs/… (the default; latest release). - v4 — frozen, at /docs/4/… (e.g. /docs/4/administer/…, /docs/4/app-connectors/…). - v3 — frozen, at /docs/3/… (e.g. /docs/3/administer/…, /docs/3/appendices/…). - Adeptia Suite — frozen, at /docs/suite/… (e.g. /docs/suite/adeptia-suite-help/…). - Industry Solutions — frozen, at /docs/industry-solutions/… (e.g. /docs/industry-solutions/ai-business-rule/…, /docs/industry-solutions/edi-solutions/…). Routing rule: the current version is served UNPREFIXED at /docs/…; every frozen version is served under its own /docs// prefix. Frozen versions are point-in-time imports, so each has its OWN page structure — a current-version path does NOT reliably have a counterpart under /docs//. Discover a frozen version's structure by starting at /docs// (the example paths above are real top-level sections of that version). Site search and the docs chat are scoped to the version being viewed — results and grounded answers reflect that release only. ## Getting Started - /docs/getting-started/concepts — The four building blocks of every Adeptia Automate integration: connections, the canonical model, data mappings, and workflows. - /docs/getting-started/login — Welcome to Adeptia Automate! This page walks you through everything you need to know to access the platform for the first time, from what to expect on the login screen to how your session is kept secure. - /docs/getting-started/using-automate — Adeptia Automate is the integration runtime layer of the Adeptia platform. It provides the tools and environment you need to build, configure, deploy, and monitor the data flows that connect your business systems. ## Automate - /docs/automate — Adeptia Automate is the enterprise integration platform for building, running, and governing data flows between your business systems. Configure integrations, observe dashboards, monitor health, and manage settings. - /docs/automate/configuration — Design and configure integrations in Adeptia Automate, Process Designer, Business Rules, Connections, and Data Transformation. - /docs/automate/configuration/connections — Connectors in Adeptia Automate give you a central place to define, organize, and verify the credentials and endpoint details that your integrations use to co… - /docs/automate/configuration/connections/catalog — The Connector Catalog is a collection of pre-built integration adapters available in the Adeptia platform, giving you a ready-made starting point for connect… - /docs/automate/configuration/connections/database — The Adeptia database connector lets you integrate relational databases into your automation workflows, reading records with SQL queries, writing data back th… - /docs/automate/configuration/connections/rest — Configure Adeptia's REST connector (RestAPIService): OpenAPI import, auth, pagination, and JSON/XML response schema mapping. - /docs/automate/configuration/connections/sap — Connect Adeptia to SAP systems to exchange IDoc business documents: send IDocs to SAP and receive IDocs from SAP. - /docs/automate/configuration/connections/sap-connection-setup — Adeptia Automate integrates with SAP systems using the SAP Java Connector (JCo) RFC protocol. When you configure an SAP connection, Adeptia Automate manages a pool of RFC destinations on your behalf. - /docs/automate/configuration/connections/sap-inbound-server — Adeptia can act as an inbound server that listens for IDoc documents sent from an SAP system. When SAP dispatches a document, Adeptia receives it, converts it to XML, and automatically triggers a process flow. - /docs/automate/configuration/connections/soap — Configure Adeptia's SOAP connector (SoapAPIService): WSDL discovery, WS-Security, MTOM, and operation invocation with response mapping. - /docs/automate/configuration/git-integration — Adeptia's Git version control capability lets you link your integration projects to a Git repository, so that project assets can be versioned as part of your… - /docs/automate/configuration/layout-builder — Layout Builder is a visual tool that lets you define the structure of data records for use in integrations, without writing code. By describing how your data… - /docs/automate/configuration/partners — Trading Partners in Adeptia lets you onboard, configure, and manage the external companies and organizations you exchange data with, giving you a central pla… - /docs/automate/configuration/process-flow/triggers — Schedules and triggers let you control exactly when and how your integration workflows start, whether in response to a file arriving or when new email arrive… - /docs/automate/configuration/projects — Projects are the primary way to organize your integration assets in Adeptia, grouping related configurations and resources so they are easier to manage, shar… - /docs/automate/configuration/schemas — Schemas and layouts define the structure of your data so that Adeptia knows what fields are available, how they are organized, and how they relate to one ano… - /docs/automate/configuration/sources-and-targets — Sources define where your integration workflows read data from, giving you a reusable library of configured endpoints. - /docs/automate/configuration/templates — Use-case templates give your team a structured starting point for data mapping workflows, so that non-technical users can update source files and configurati… - /docs/automate/configuration/transformations/ai-mapping — How Adeptia AIMap uses schema inference and vector similarity to auto-suggest source-to-target field mappings with confidence scoring. - /docs/automate/configuration/transformations/data-enrichment — Data enrichment in Adeptia lets you look up and attach additional information to records during an integration, drawing from external databases, APIs, CSV fi… - /docs/automate/configuration/transformations/data-mapping — AI-assisted schema mapping helps you connect source and target data schemas faster by automatically suggesting which source fields correspond to which target… - /docs/automate/configuration/transformations/format-conversion — Adeptia's format conversion capability lets you transform documents from one format to another, and extract structured data from unstructured documents, as p… - /docs/automate/configuration/transformations/mapping-engine — The Data Mapping Engine lets you define, validate, and deploy field-level transformations between source and target data schemas, turning raw integration dat… - /docs/automate/configuration/transformations/unstructured-data — Adeptia's Unstructured Data Extraction capability uses AI to read documents in their original, unstructured form and convert their contents into clean, struc… - /docs/automate/configuration/validations/ai-business-rule — AI Business Rules let you define data validation and quality checks in plain language, then have Adeptia automatically generate the logic needed to evaluate… - /docs/automate/configuration/validations/business-rule — What a business rule is in Adeptia Automate: named validation logic that checks your data against defined conditions. - /docs/automate/configuration/web-forms — Web Forms let you embed custom web pages and transaction templates directly into the platform, giving partners and internal users a familiar, form-based inte… - /docs/automate/dashboard — Real-time visibility into running integrations, execution history, SLA monitoring, and the Observe dashboard. - /docs/automate/dashboard/analytics — The Adeptia Automate portal provides a dashboard that gives you an at-a-glance view of your integration activity, helping you monitor the health and performa… - /docs/automate/dashboard/automations — The Adeptia v5 Event Runtime service: trigger evaluation, event routing, and dispatch of workflow executions to WebRunner. - /docs/automate/dashboard/execution-history — Execution History gives you a complete, searchable record of every integration run in your Adeptia environment, so you can monitor activity, diagnose problem… - /docs/automate/dashboard/notifications — The Message Center in Adeptia Automate gives you a single place to receive, review, and manage in-platform notifications related to your integrations and par… - /docs/automate/dashboard/overview — Monitoring dashboards and execution tracking in Adeptia Automate, real-time execution counts, history, triggers, and SLA monitoring. - /docs/automate/dashboard/transactions — Transactions are the configured automations in your Adeptia environment, combining a process flow with a partner configuration, a trigger, and associated set… - /docs/automate/monitoring — Observe and diagnose the Adeptia Automate platform, logs, health probes, and alerting. - /docs/automate/monitoring/health-endpoints — Observe the running state of the Adeptia platform gateway, whether it has started and is ready to serve traffic, with health signals that operations teams and monitoring tools can consume. - /docs/automate/reference/ai-data-mapping — The AI Data Mapping Service helps you build field-level mappings between source and target schemas faster by automatically suggesting how fields should be co… - /docs/automate/reference/archival-and-cleanup — The Adeptia platform automatically manages the lifecycle of runtime data generated by your integrations, archiving older records to a separate store and purg… - /docs/automate/reference/connectors — Adeptia supports connections to a wide range of external systems and services, giving you a single place to define and manage the credentials and settings yo… - /docs/automate/reference/events — Events are the triggers that start a process flow in Adeptia. When you configure an event, you define the condition or schedule that causes the platform to a… - /docs/automate/reference/migration-service — The Solution Migration Service lets you move integration objects, configurations, and supporting files from one Adeptia environment to another in a controlle… - /docs/automate/reference/web-mapper — Web Mapper is a visual, browser-based tool in the Adeptia platform that lets you define how data from one or more source schemas maps to one or more target s… - /docs/automate/settings — Manage users, roles, licensing, security providers, and infrastructure settings for Adeptia Automate. - /docs/automate/settings/licensing/cluster-config — The License Service manages license validation and enforcement for your Adeptia deployment. This page explains what the License Service does, how it integrates with your environment, and what you need to provide to get it running correctly. - /docs/automate/settings/licensing/license — Your Adeptia license defines what the platform allows you to do and how much you can do, from the number of users you can create to the CPU resources your de… - /docs/automate/settings/profile — The User Profile & Preferences area in the Adeptia Automate portal gives each user a central place to view and manage their personal identity, contact detail… - /docs/automate/settings/roles — How roles control what each user can see and do in Adeptia Automate: role types, base roles, entity permissions, and project/network scope. - /docs/automate/settings/security/authentication — Adeptia Automate uses a gateway layer to protect all platform resources, ensuring that only authenticated users and sessions can access integration services, monitoring tools, and administrative functions. - /docs/automate/settings/security/keystore-tls — Adeptia Connect can secure communication through TLS, using a keystore to store the certificates and private keys that establish trusted, encrypted connections. - /docs/automate/settings/users — User management in Adeptia lets administrators create, configure, and maintain user accounts, control access through role assignments, and transfer or reassi… ## Reference - /docs/reference/screenshots — Planned Phase 4 pipeline for automated Adeptia Portal UI screenshots via Playwright MCP. Not yet implemented. - /docs/reference/search — Planned Phase 3 hybrid AI search over code-derived docs (Azure AI Search: BM25 + vector + semantic ranker). Not yet implemented. - /docs/reference/terminology/glossary — Definitions of core Adeptia terms, workflow, connector, mapping, canonical model, schema inference, business rules, MCP server. ## API Services - /docs/api-services — API services in Adeptia Automate: API Gateway, REST API Service, SOAP API Service, SAP Service, and the Listener, all the services that expose and route integration workflows over standard protocols. - /docs/api-services/gateway — The Adeptia Webapp Gateway is the single entry point through which all requests to the Adeptia platform's web interface and services flow, providing centrali… - /docs/api-services/listener — The Adeptia API Gateway receives inbound API requests to the Adeptia platform, handling client context forwarding so that downstream services have the inform… - /docs/api-services/rest-api-service — The Adeptia platform exposes a REST API service that lets external applications, partners, and systems trigger and interact with your integrations over stand… - /docs/api-services/rest-api-service-auth — Adeptia's REST API authentication controls who can call your integration endpoints, ensuring that only authorized users and systems can trigger process flows… - /docs/api-services/rest-authentication — The Adeptia REST API Service controls access to your published API endpoints through a flexible, policy-driven authentication model. - /docs/api-services/rest-provider-config — Adeptia's REST service layer provides a structured way to expose and consume integration workflows through standard HTTP-based endpoints. - /docs/api-services/sap-service — The SAP Service in Adeptia enables your organization to exchange business documents with SAP systems, so that data flowing through your integrations can be s… - /docs/api-services/sap-service-security — The SAP Service in Adeptia is designed to integrate securely with your SAP systems, ensuring that data exchanged between Adeptia and SAP is protected throughout the connection lifecycle. - /docs/api-services/soap-api-service — The Adeptia SOAP API Service lets your organization expose integration workflows as SOAP-based web service endpoints, so that external systems and partners c… - /docs/api-services/soap-api-service-security — Adeptia lets you secure SOAP-based API services with authentication and message-level security controls, so that only authorized callers can invoke your inte… - /docs/api-services/soap-security-config — Adeptia's SOAP web service capability allows external systems to send data to your integration workflows over a standardized SOAP interface. This page explains how to protect those services so that only authorized callers can invoke them. ## APIs - /docs/apis/ai-mapping/ai-data-mapping-agent-api — AI Agent service for comprehensive target schema completion through intelligent source mapping. - /docs/apis/ai-mapping/create-mapping-task — Start a data mapping task with real-time streaming updates. - /docs/apis/ai-mapping/get-liveness-probe — Kubernetes liveness probe - indicates if the service is running - /docs/apis/ai-mapping/get-mapping-events — Connect to event stream for an existing session. Supports stream resumption - /docs/apis/ai-mapping/get-mapping-intervention — Retrieve pending decisions requiring human input - /docs/apis/ai-mapping/get-mapping-sessions — Get all parent/root sessions for a mapping definition with pagination. - /docs/apis/ai-mapping/get-mapping-status — Check current session state - /docs/apis/ai-mapping/get-readiness-probe — Kubernetes readiness probe - indicates if the service is ready to accept traffic - /docs/apis/ai-mapping/get-session-chain — Get the complete refinement chain for a session, from root to current. - /docs/apis/ai-mapping/get-session-fields — Get field-level summary showing decisions and refinements for each field. - /docs/apis/ai-mapping/resume-mapping-with-decisions — Continue processing with human input - /docs/apis/ai-mapping/store-decisions — Store one or more decisions (accept/reject) for mapping results. - /docs/apis/automate/activate-migrated-events — Activate migrated events - /docs/apis/automate/adapters — Adapters - /docs/apis/automate/adeptia-automate-combined-rest-api — Complete REST API Documentation for Adeptia Automate Platform. - /docs/apis/automate/admin — Admin - /docs/apis/automate/applications — Applications - /docs/apis/automate/authentication — Authentication - /docs/apis/automate/b-2-b — B2B - /docs/apis/automate/cache — Cache - /docs/apis/automate/call-adapter-service-get — Call adapter service (GET) - /docs/apis/automate/call-adapter-service-post — Call adapter service (POST) - /docs/apis/automate/check-connect-accelerator — Verifies that Connect Accelerator is properly configured on SE/SB. - /docs/apis/automate/check-connectivity-with-connect — Tests connectivity between Secure Bridge/Engine and Adeptia Automate. - /docs/apis/automate/check-multipart-request — Tests multipart request processing capability from Adeptia Automate. - /docs/apis/automate/check-process-flow-real-time — Checks if selected process flows are optimized for real-time execution. - /docs/apis/automate/check-qb-xml-exists — Checks if any QuickBooks XML file exists for processing in intermediate location. - /docs/apis/automate/copy-entity — Copy an entity - /docs/apis/automate/copy-mapping — Copy mapping - /docs/apis/automate/create-bridge-dependent-entities — Creates bridge-dependent entity activities for cross-system integration. - /docs/apis/automate/create-dependent-entities — Creates company-dependent entity activities. - /docs/apis/automate/create-entity — Creates a new entity of the specified type. - /docs/apis/automate/create-mapping — Create new mapping - /docs/apis/automate/create-process-flow — Create process flow - /docs/apis/automate/debug-mapping — Executes mapping in debug mode with detailed output for troubleshooting. - /docs/apis/automate/delete-certificate — Removes a certificate from the keystore by alias or ID. - /docs/apis/automate/delete-company-activities — Deletes all activities for a specific company/group. - /docs/apis/automate/delete-custom-auto-map — Deletes a custom auto-mapping configuration by name. - /docs/apis/automate/delete-entity-by-type — Delete entity by type - /docs/apis/automate/delete-job-detail — Deletes a scheduled job detail from the trigger system. - /docs/apis/automate/delete-mapping — Delete mapping - /docs/apis/automate/delete-multiple-entities — Deletes multiple entities of the specified type. - /docs/apis/automate/delete-qb-xml — Deletes QuickBooks XML file from intermediate location after processing. - /docs/apis/automate/delete-value-map — Delete value map - /docs/apis/automate/delete-xsl-template — Deletes an XSL transformation template by name. - /docs/apis/automate/diagnostics — Diagnostics - /docs/apis/automate/entities — Entities - /docs/apis/automate/fetch-connection-entities — Fetch connection entities - /docs/apis/automate/fetch-schema-details — Fetch schema details - /docs/apis/automate/format-xml — Formats/prettifies XML content with proper indentation. - /docs/apis/automate/generate-api-key — Generates an API key for the specified provider using claim parameters. - /docs/apis/automate/generate-jwt-token — Authenticates a user with username and password, returns a JWT token. - /docs/apis/automate/generate-mapping-input — Generates input data for mapping test by executing the source schema - /docs/apis/automate/generate-security-key-pair — Generates a new key pair or performs security generation operations. - /docs/apis/automate/get-active-process-flow-event-count — Get active process flow event count - /docs/apis/automate/get-adapter-description — Retrieves adapter descriptions based on protocol and type information. - /docs/apis/automate/get-adapter-info — Retrieves adapter entity information based on the provided trigger/action - /docs/apis/automate/get-adv-db-schema-info — Returns the associated Advanced DB schema JSON for the given advanced - /docs/apis/automate/get-adv-db-schema-json — Retrieves JSON for advanced database schema. - /docs/apis/automate/get-all-entities — Retrieve all entities of a specific type - /docs/apis/automate/get-api-doc — Retrieves OpenAPI documentation for a REST provider. - /docs/apis/automate/get-api-doc-list — Retrieves a list of all REST providers with API documentation. - /docs/apis/automate/get-api-gateway-activities — Retrieves REST/SOAP providers configured with API key authentication. - /docs/apis/automate/get-api-gateway-jwt-params — Retrieves JWT claim parameters for a WS provider's security policy. - /docs/apis/automate/get-api-key-claim-params — Verifies the provided API key and returns the claim parameters - /docs/apis/automate/get-api-metadata — Retrieves presentation parameter metadata for a WS provider. - /docs/apis/automate/get-b-2-b-dashboard — Get B2B dashboard data - /docs/apis/automate/get-b-2-b-data — Retrieves B2B transaction logs with optional filtering by status and pagination. - /docs/apis/automate/get-b-2-b-relationships-count — Get B2B relationships count - /docs/apis/automate/get-custom-auto-map-by-name — Retrieves details of a specific custom auto map by name. - /docs/apis/automate/get-custom-auto-maps — Retrieves all custom auto-mapping configurations. - /docs/apis/automate/get-dashboard-chart-data — Retrieves data for a specific dashboard chart component by executing its query. - /docs/apis/automate/get-dashboard-charts — Retrieves all chart components configured for a dashboard design. - /docs/apis/automate/get-dependent-entities — Retrieves company-dependent entity activities. - /docs/apis/automate/get-dynamic-data — Executes a dynamic request using a configured REST consumer and returns the response. - /docs/apis/automate/get-entities-by-type — Retrieves all entities of the specified activity type with optional pagination. - /docs/apis/automate/get-entity-objects — Retrieve entity objects - /docs/apis/automate/get-event-entities — Get event entities - /docs/apis/automate/get-global-methods — Get global methods - /docs/apis/automate/get-kafka-topics — Get Kafka topics - /docs/apis/automate/get-layout-info — Get layout information - /docs/apis/automate/get-mapping-by-id — Fetch mapping by ID - /docs/apis/automate/get-mapping-xsl — Get mapping XSL - /docs/apis/automate/get-process-flows — Get process flows - /docs/apis/automate/get-schema-json — Get schema JSON - /docs/apis/automate/get-schema-json-with-error-handling — Get schema JSON with error handling - /docs/apis/automate/get-secure-bridge-activities — Retrieves all source/target activities configured on Secure Bridge. - /docs/apis/automate/get-security-info — Retrieves keystore or certificate information for the specified company. - /docs/apis/automate/get-stored-procedures — Get stored procedures - /docs/apis/automate/get-system-details — Retrieves system information for Secure Bridge/Engine including - /docs/apis/automate/get-table-chart-columns — Retrieves column definitions for a table chart component. - /docs/apis/automate/get-transaction-api-doc — Retrieves OpenAPI documentation for a REST webhook transaction. - /docs/apis/automate/get-unused-entities-by-type — Retrieve unused entities by activity type - /docs/apis/automate/get-value-map — Retrieves value maps matching the query criteria. - /docs/apis/automate/get-value-map-by-name — Retrieves details of a specific value map by its name. - /docs/apis/automate/get-value-maps — Get all value maps - /docs/apis/automate/get-ws-extension — Retrieves web service extension details. - /docs/apis/automate/get-ws-faults-json — Retrieves fault list for a web service operation. - /docs/apis/automate/get-ws-operation-json — Retrieves web service operation list for a provider. - /docs/apis/automate/get-xsd-roots — Get XSD root elements - /docs/apis/automate/get-xsd-roots-by-id — Get XSD root elements by ID - /docs/apis/automate/get-xsl-template-by-name — Retrieves details of a specific XSL template by name. - /docs/apis/automate/get-xsl-templates — Retrieves all saved XSL transformation templates. - /docs/apis/automate/import-security-multipart — Handles multipart file uploads for security operations: - /docs/apis/automate/invoke-paychex-account — Executes Paychex integration operations including OAuth token retrieval - /docs/apis/automate/list-applications — List applications - /docs/apis/automate/list-apps — List apps - /docs/apis/automate/list-idoc-types — List IDoc types - /docs/apis/automate/load-spoke-entities — Loads spoke entities for bridge operations between systems. - /docs/apis/automate/lookup-adapter-service — Lookup adapter service - /docs/apis/automate/manage-kafka-listener — Manage Kafka listener - /docs/apis/automate/manage-trigger-entities — Manage trigger entities - /docs/apis/automate/mappings — Mappings - /docs/apis/automate/mark-process-flow-real-time — Optimizes process flows for real-time execution by reducing logging, - /docs/apis/automate/move-entity-to-database — Move entity to database - /docs/apis/automate/perform-git-operation — Perform Git versioning operation - /docs/apis/automate/portal-call-application-service-get — Dynamic endpoint to call RSS application services - /docs/apis/automate/portal-call-application-service-post — Dynamic endpoint to call RSS application services - /docs/apis/automate/portal-download-image-tags — Download Kubernetes image tags as text file - /docs/apis/automate/portal-download-usage-report — Generate and download usage report as PDF - /docs/apis/automate/portal-download-usage-summary — Download usage summary data as CSV file - /docs/apis/automate/portal-get-all-ldap-groups — Retrieve all LDAP group names (requires LDAP to be enabled) - /docs/apis/automate/portal-get-app-settings — Retrieve application configuration settings including SAML, LDAP status - /docs/apis/automate/portal-get-application-groups — Retrieve all application (Indigo) group names - /docs/apis/automate/portal-get-deployment-info — Retrieve deployment and tenant status information - /docs/apis/automate/portal-get-diagnostics — Retrieve diagnostics information by component - /docs/apis/automate/portal-get-host-url — Retrieve gateway URL and current access token - /docs/apis/automate/portal-get-hub-info — Retrieve hub company name and environment display name - /docs/apis/automate/portal-get-ldap-partners — Retrieve partners available for LDAP user - /docs/apis/automate/portal-get-ldap-roles — Retrieve roles available for LDAP user in specific company - /docs/apis/automate/portal-get-roles-with-saml-token — Retrieve available roles/companies for SAML authenticated user - /docs/apis/automate/portal-get-tag — Retrieve build tag for cache busting - /docs/apis/automate/portal-get-user-group — Validate LDAP credentials and retrieve user's groups - /docs/apis/automate/portal-handle-error — Handle application errors - /docs/apis/automate/portal-handle-saml-error-get — Handle SAML authentication errors - /docs/apis/automate/portal-handle-saml-error-post — Handle SAML authentication errors - /docs/apis/automate/portal-handle-saml-login — Handle SAML SSO login response from Identity Provider. - /docs/apis/automate/portal-handle-saml-logout — Handle SAML SSO logout. - /docs/apis/automate/portal-login — Authenticate user with username and password. - /docs/apis/automate/portal-logout — Invalidate user session and clear cookies - /docs/apis/automate/process-flow — ProcessFlow - /docs/apis/automate/remove-mapping-input — Deletes the test input data file for a mapping. - /docs/apis/automate/remove-spoke-entities — Removes spoke entities from bridge operations. - /docs/apis/automate/reprocess-file — Reprocess a file - /docs/apis/automate/reprocess-transaction — Reprocess a transaction - /docs/apis/automate/reset-all-caches — Clears all application caches. - /docs/apis/automate/reset-cache — Clears the specified cache or all caches if no type specified. - /docs/apis/automate/reset-config-cache — Clears the configuration cache for the specified project. - /docs/apis/automate/retrieve-entities-by-criteria — Retrieve entities by criteria - /docs/apis/automate/retrieve-file-from-repository — Retrieves a file from the process flow repository for a specific transaction execution. - /docs/apis/automate/retrieve-qb-xml — Retrieves QuickBooks XML file from intermediate location for processing. - /docs/apis/automate/retrieve-response-file — Retrieves a response file from REST/WS trigger attachment location. - /docs/apis/automate/save-custom-auto-map — Saves a custom auto-mapping configuration. - /docs/apis/automate/save-value-map — Saves a value map configuration. Can also be used to move a value map - /docs/apis/automate/save-xsl-template — Saves an XSL transformation template for reuse in mappings. - /docs/apis/automate/schemas — Schemas - /docs/apis/automate/security — Security - /docs/apis/automate/send-external-request — Send external request - /docs/apis/automate/settings — Settings - /docs/apis/automate/test-mapping — Executes a mapping transformation with test data and returns the result. - /docs/apis/automate/trigger-job — Manually triggers a job/event for immediate execution (Run Now functionality). - /docs/apis/automate/triggers — Triggers - /docs/apis/automate/update-mapping — Update existing mapping - /docs/apis/automate/upload-file-multipart — Uploads a file to the server using multipart form data. - /docs/apis/automate/validate-duplicate-name — Validate duplicate entity name - /docs/apis/automate/validate-mapping — Validate mapping - /docs/apis/automate/view-mapping — View mapping details - /docs/apis/automate/view-process-flow-triggers — View process flow triggers - /docs/apis/kb/adeptia-knowledge-base-service — className={"theme-doc-version-badge badge badge--secondary"} - /docs/apis/kb/delete-delete-post — Delete - /docs/apis/kb/health-health-get — Health - /docs/apis/kb/ingest-ingest-post — Ingest - /docs/apis/kb/query-query-post — Query ## MCP & AI - /docs/mcp — The Adeptia MCP Server, AI Copilot, and AI services: the AI-native layer of the Adeptia platform that enables conversational integration authoring, AI-assisted data mapping, and Knowledge Base-grounded intelligence. - /docs/mcp/ai-copilot — How the Adeptia AI Copilot helps you build integrations through session-based assistance with field mapping, transformation, and testing requests. - /docs/mcp/knowledge-base — The Adeptia Knowledge Base lets you store, organize, and search documents so that AI-assisted integrations can draw on your own content. - /docs/mcp/knowledge-base-qa — Knowledge Base Q&A lets you upload your own documents into Adeptia and then ask natural-language questions against their content, receiving answers generated… - /docs/mcp/mapping — The Adeptia platform includes an AI-powered data mapping capability that automatically suggests how fields from a source schema should be mapped to fields in… - /docs/mcp/mcp-server — The Adeptia MCP Server exposes platform tools over Model Context Protocol (stdio + HTTP) so Claude and other AI clients can build integrations. - /docs/mcp/overview — The Adeptia AI Agent helps you build integrations faster by automating key steps in the process: mapping fields between data sources, defining transformation… - /docs/mcp/tools — The AI Agent uses a set of tools to carry out tasks within your integration environment. ## Overview - /docs/agent-index — Complete flat index of all Adeptia Docs pages for AI agent navigation and site discovery. ## Setup - /docs/setup/deploy — Adeptia Automate is available as a cloud application that is managed by Adeptia itself. It is installed on the Adeptia Automate Cloud infrastructure hosted o… - /docs/setup/deploy/configuring-adeptia-automate-values-yaml — This document provides detailed guidance on configuring the values.yaml file used to deploy Adeptia Automatevia Helm. It explains the structure and usage of… - /docs/setup/deploy/database-urls-parameters — This document provides a comprehensive explanation of JDBC connection parameters for SQL Server and MySQL databases. In addition to defining each parameter,… - /docs/setup/deploy/install-on-cloud — Adeptia Automate as an application is decoupled into different independent services that can run independently and communicate with each other to perform a t… - /docs/setup/deploy/install-on-cloud/adding-an-smb-based-persistent-storage — In Kubernetes deployments, workloads such as microservices or stateful services often need to share files or preserve data beyond the lifecycle of a pod. Thi… - /docs/setup/deploy/install-on-cloud/deploy-the-application — You can install Adeptia Automate microservices using Helm Charts. A Helm Chart is a collection of files and templates that describe Kubernetes resources gove… - /docs/setup/deploy/install-on-cloud/deploy-the-application/additional-steps-for-deploying-on-aro — This document discusses the parameters you need to set in the global values.yaml before deploying the application. - /docs/setup/deploy/install-on-cloud/deploy-the-application/additional-steps-for-deploying-on-eks — This document discusses the parameters you need to set in the global values.yaml before deploying the application. - /docs/setup/deploy/install-on-cloud/deploy-the-application/configuring-local-time-zone-for-the-application — This document explains how to configure Adeptia Automate to use a local time zone (For example, EST) instead of the default UTC/GMT. Whether you're setting t… - /docs/setup/deploy/install-on-cloud/deploy-the-application/configuring-secrets — Secrets in a Microservices architecture is an object that stores confidential information in encrypted form, for example, database credentials, usernames, pa… - /docs/setup/deploy/install-on-cloud/deploy-the-application/configuring-the-values-yaml-parameters — This document discusses the parameters you need to set in the global values.yaml before deploying the application. - /docs/setup/deploy/install-on-cloud/deploy-the-application/configuring-the-values-yaml-parameters/for-mysql — This document discusses the parameters you need to set in the global values.yaml before deploying the application. - /docs/setup/deploy/install-on-cloud/deploy-the-application/configuring-the-values-yaml-parameters/for-sql — This document discusses the parameters you need to set in the global values.yaml before deploying the application. - /docs/setup/deploy/install-on-cloud/deploy-the-application/configuring-traffic-routing — This section covers configuring Envoy Gateway to route external HTTPS traffic to your cluster. - /docs/setup/deploy/install-on-cloud/deploy-the-application/configuring-traffic-routing/generating-the-ssl-tls-certificate-and-creating-the-kubernetes-secret — Secure communication between external users and Adeptia Automate requires an SSL/TLS certificate. This document explains how to generate a certificate and cr… - /docs/setup/deploy/install-on-cloud/deploy-the-application/configuring-traffic-routing/setting-up-envoy-gateway — Envoy Gateway is a Kubernetes-native gateway controller that uses the standard Gateway API (GatewayClass, Gateway, HTTPRoute) to route external HTTPS traffic… - /docs/setup/deploy/install-on-cloud/deploy-the-application/connecting-to-the-cluster — This section discusses the steps to connect to the following type of Kubernetes cluster: - /docs/setup/deploy/install-on-cloud/deploy-the-application/connecting-to-the-cluster/connecting-to-aks-cluster — Before deploying the application, you need to connect to the target AKS cluster. This document provides a step-by-step procedure to authenticate with Azure,… - /docs/setup/deploy/install-on-cloud/deploy-the-application/connecting-to-the-cluster/connecting-to-aro-cluster — After you have installed the OC CLI on your client machine, connect to ARO cluster by running the following command: - /docs/setup/deploy/install-on-cloud/deploy-the-application/connecting-to-the-cluster/connecting-to-eks-cluster — After you have installed the AWS CLI on your client machine, follow the steps given below to connect to the EKS cluster before you can start deploying the ap… - /docs/setup/deploy/install-on-cloud/deploy-the-application/deploying-adeptia-automate-mcp-and-observe — Observe is the monitoring and visibility hub for Adeptia Automate. From a single interface, you can track the health of your integrations in real time, revie… - /docs/setup/deploy/install-on-cloud/deploy-the-application/deploying-adeptia-automate-mcp-and-observe/mcp-server — The Adeptia Automate MCP Server is an AI-native access layer for Adeptia Automate. Built on the Model Context Protocol (MCP), it lets hosted AI assistants —… - /docs/setup/deploy/install-on-cloud/deploy-the-application/extended-values-yaml-parameters — This document discusses the parameters you need to set in the global values.yaml before deploying the application. - /docs/setup/deploy/install-on-cloud/deploy-the-application/installing-rabbitmq-operator — RabbitMQ is a message broker that Adeptia Automate uses for internal communication between its microservices. It is required for the application to run and i… - /docs/setup/deploy/install-on-cloud/deploy-the-application/integrating-with-hashicorp-vault — In the context of Adeptia Automate, you can use HashiCorp Vault to fetch the credentials associated with an activity at runtime. To achieve this, you must se… - /docs/setup/deploy/install-on-cloud/deploy-the-application/using-external-secrets-for-application-deployment — If you want deploy Adeptia Automate using external secrets instead of the plaintext ones stored in the values.yaml file, you can leverage HashiCorp Vault to… - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment — To set up the infrastructure for application deployment, refer to the section for your Kubernetes cluster type: - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/aks-infrastructure-setup — This guide provides comprehensive, step-by-step guidance for creating all Azure infrastructure resources required for deploying Adeptia Automateon Azure Kube… - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/aks-infrastructure-setup/creating-aks-cluster — This document discusses the steps for creating an AKS cluster - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/aks-infrastructure-setup/creating-resource-groups — Resource groups (RGs) act as logical containers for organizing Azure resources. This document outlines the steps for creating a resource group in the Azure P… - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/aks-infrastructure-setup/creating-virtual-network-vnet — A virtual network (VNet) enables secure internal communication between AKS, MySQL, and the Jump Host VM. - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/creating-jump-host-windows-vm — This document outlines the steps to create a Windows jump host virtual machine in Microsoft Azure. The jump host provides secure, controlled access to the cl… - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/eks-infrastructure-setup — This guide provides comprehensive, step-by-step guidance for creating all AWS infrastructure resources required for deploying Adeptia Automateon Amazon Elast… - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/eks-infrastructure-setup/configuring-virtual-network — This guide walks you through setting up the AWS networking infrastructure required to deploy Adeptia Automate on an Amazon EKS (Elastic Kubernetes Service) c… - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/eks-infrastructure-setup/provisioning-eks-cluster — Amazon EKS (Elastic Kubernetes Service) is a managed Kubernetes service provided by AWS. It allows you to run Kubernetes — an open-source container orchestra… - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/eks-infrastructure-setup/setting-up-efs-shared-storage — Amazon Elastic File System (EFS) provides a scalable, fully managed shared file storage solution that can be mounted across multiple containers in an Amazon… - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/installing-dependencies-on-client-for-cloud-deployment — This document discusses the steps to install the tools on the Windows system using which you will deploy the application on the cluster. - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/provisioning-the-database-server-for-cloud-deployment — To deploy the application you must provision either of the databases discussed in the document: - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/setting-up-the-database-for-cloud-deployment — This section provides guidance on configuring databases that are required for the deployment of the application. Refer to the relevant page to complete the d… - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/setting-up-the-database-for-cloud-deployment/setting-up-the-mysql-db — Setting up the Log and Backend databases on MySQL DB comprises of the following actions: - /docs/setup/deploy/install-on-cloud/infrastructure-setup-for-cloud-deployment/setting-up-the-database-for-cloud-deployment/setting-up-the-sql-db — Setting up the Log and Backend databases on SQL DB comprises of the following actions: - /docs/setup/deploy/install-on-cloud/prerequisites-for-cloud-deployment — Ensure all prerequisites are met before deployment. Refer to the section corresponding to your Kubernetes cluster: - /docs/setup/deploy/install-on-cloud/prerequisites-for-cloud-deployment/prerequisites-for-deploying-on-aks — Before you start deploying the application, ensure that you have met all the prerequisites given below for deployment. - /docs/setup/deploy/install-on-cloud/prerequisites-for-cloud-deployment/prerequisites-for-deploying-on-aro — Before you start deploying the application, ensure that you have met all the prerequisites given below for deployment. - /docs/setup/deploy/install-on-cloud/prerequisites-for-cloud-deployment/prerequisites-for-deploying-on-eks — Before you start deploying the application, ensure that you have met all the prerequisites given below for deployment. - /docs/setup/deploy/install-on-cloud/system-requirements — Depending on the cloud service provider where you plan to deploy your application, the following Kubernetes are required: - /docs/setup/deploy/install-on-cloud/uninstalling-the-application-from-cloud-cluster — If you wish to uninstall the application, run the uninstall command in the following format. - /docs/setup/deploy/install-on-premises — To install Adeptia Automate in an on-premises environment, you need the Adeptia Rancher deployment package, which provisions the foundational infrastructure… - /docs/setup/deploy/install-on-premises/accessing-lan-file-source-and-target — Adeptia Automate enables you to access and use a LAN file source or target from within the Kubernetes cluster. To achieve this, you need to enable the use of… - /docs/setup/deploy/install-on-premises/encrypting-the-vault-config-yaml-file — If you want, you can encrypt the sensitive information specified in the vault-config.yaml file by using Ansible Vault. - /docs/setup/deploy/install-on-premises/extracting-tls-certificate-and-key — An important prerequisite for secure communication between the web browser (end-user) and the web server is to use a TLS certificate (CA or self-signed). You… - /docs/setup/deploy/install-on-premises/introducing-additional-nodes-to-the-cluster — In a cluster, pods share the resources available across the nodes. In case the available resources are not enough for the application to run smoothly, you ma… - /docs/setup/deploy/install-on-premises/multi-node-deployment — To install Adeptia Automate in an on-premises environment, you need the Rancher deployment package, which provisions the foundational infrastructure required… - /docs/setup/deploy/install-on-premises/multi-node-deployment/deploying-on-multiple-nodes — This page provides step-by-step instructions for deploying Adeptia Automate using the Adeptia Rancher package in a multi-node setup. - /docs/setup/deploy/install-on-premises/multi-node-deployment/deploying-on-multiple-nodes/additional-configurations — This section discusses some additional configurations that you may want to make in the general-config.yaml file available in the vars folder in the Adeptia R… - /docs/setup/deploy/install-on-premises/multi-node-deployment/deploying-on-multiple-nodes/connecting-to-the-jump-box-from-windows — To connect to the Jump Box from your local Windows system, you need to use a SSH tool, for example, PuTTY. - /docs/setup/deploy/install-on-premises/multi-node-deployment/deploying-on-multiple-nodes/connecting-to-the-jump-box-from-windows/converting-pem-file-to-ppk-file — When you create the VM, Azure generates a key pair and lets you download the .pem file (your private key). Windows users must first convert the .pem to a .pp… - /docs/setup/deploy/install-on-premises/multi-node-deployment/infrastructure-setup-for-multi-node-deployment — This section outlines the infrastructure prerequisites for deploying Adeptia Automate in a multi-node environment using the Adeptia Rancher Package. It walks… - /docs/setup/deploy/install-on-premises/multi-node-deployment/infrastructure-setup-for-multi-node-deployment/configuring-azure-application-gateway-l7 — This guide describes how to configure a third-party Layer 7 (L7) load balancer for the Adeptia Rancher Package deployed on a three-node RKE2 high-availabilit… - /docs/setup/deploy/install-on-premises/multi-node-deployment/infrastructure-setup-for-multi-node-deployment/creating-and-configuring-a-load-balancer — This section describes how to configure a third-party load balancer for an Adeptia Rancher infrastructure deployment. The load balancer distributes incoming… - /docs/setup/deploy/install-on-premises/multi-node-deployment/infrastructure-setup-for-multi-node-deployment/preparing-the-vms — If you have Red Hat OS installed on the VMs, follow the steps given below to prepare your VMs for installing Rancher using the Adeptia Rancher package. - /docs/setup/deploy/install-on-premises/multi-node-deployment/infrastructure-setup-for-multi-node-deployment/validating-the-infrastructure-for-multi-node-deployment — This document provides a step-by-step guide to validate infrastructure connectivity before installing the Adeptia Rancher package (RKE2). - /docs/setup/deploy/install-on-premises/multi-node-deployment/prerequisites-for-installation-on-multiple-nodes — There are some prerequisites to meet and configurations to make before you begin to deploy Adeptia Automate using Adeptia Rancher package. Adeptia provides t… - /docs/setup/deploy/install-on-premises/single-node-deployment-steps — This document describes how to deploy Adeptia Automate, as well as all other required components, on a single node using the Adeptia Rancher deployment packa… - /docs/setup/deploy/install-on-premises/single-node-deployment-steps/deploying-on-single-node — This page discusses the steps to deploy the Adeptia Automate application using the Adeptia Rancher package. - /docs/setup/deploy/install-on-premises/single-node-deployment-steps/deploying-on-single-node/connecting-to-the-vm-from-mac — If you are using an Apple Mac computer, you can use the macOS terminal to connect to the VM. - /docs/setup/deploy/install-on-premises/single-node-deployment-steps/deploying-on-single-node/connecting-to-the-vm-from-windows — To connect to the VM, you need to use a SSH tool, for example, PuTTY (On a Windows machine). - /docs/setup/deploy/install-on-premises/single-node-deployment-steps/prerequisites-for-installing-on-single-node — There are some prerequisites to meet and configurations to make before you begin to deploy Rancher environment and the other components using Adeptia Rancher… - /docs/setup/deploy/install-on-premises/uninstalling-adeptia-rancher — Here are the steps to uninstall all the components. - /docs/setup/deploy/install-on-premises/upgrade-and-rollback-rancher-environment — The Rancher package provided by Adeptia also allows you to upgrade the deployed components to the desired supported versions. - /docs/setup/migrate — This section provides an overview of migrating objects across Adeptia environments. You can use the following method to migrate objects from AC v4.x environm… - /docs/setup/migrate/automated-migration-using-adeptia-automate-apis-in-jenkins — Adeptia provides CI/CD pipelines' files that incorporate the use of Adeptia Automate migration APIs. By creating the pipelines using these pipelines' files i… - /docs/setup/migrate/automated-migration-using-adeptia-automate-apis-in-jenkins/exporting-objects-using-adeptia-automate-apis-in-jenkins — Adeptia offers an export pipeline file, integrating Adeptia Automate APIs for exporting, which you can utilize to generate the export pipeline. This section… - /docs/setup/migrate/automated-migration-using-adeptia-automate-apis-in-jenkins/importing-objects-using-adeptia-automate-apis-in-jenkins — Adeptia provides an import pipeline file that incorporates Adeptia Automate APIs for importing, allowing you to generate the import pipeline. This section ou… - /docs/setup/migrate/automated-migration-using-adeptia-automate-apis-in-jenkins/performing-migration-rollback-using-adeptia-automate-apis-in-jenkins — Adeptia allows you to revert the import operation conducted using the import pipeline file, which integrates Adeptia Automate APIs. Reversing the migration o… - /docs/setup/migrate/automated-migration-using-adeptia-automate-apis-in-jenkins/prerequisites-for-migration-using-the-apis — Before you perform the migration steps, you need to make sure that you have met the prerequisites discussed in this section. - /docs/setup/migrate/automated-migration-using-jenkins — You can automate the process of migrating the objects from one environment to another through a CI/CD pipeline by using a tool such as Jenkins. For migrating… - /docs/setup/migrate/automated-migration-using-jenkins/exporting-objects-using-devops-pipeline — You can use a CI/CD pipeline for exporting the Adeptia Automate objects from one environment to another automatically. The CI/CD pipeline uses the [Export XM… - /docs/setup/migrate/automated-migration-using-jenkins/importing-objects-using-devops-pipeline — You can use a CI/CD pipeline for importing the Adeptia Automate objects to a new environment automatically. This CI/CD pipeline uses the Exported ZIP file th… - /docs/setup/migrate/automated-migration-using-jenkins/prerequisites-for-automated-migration — Before you perform the migration steps, you need to make sure that you have met the prerequisites discussed in this section. Both Export and Import activitie… - /docs/setup/migrate/migrating-all-activities-from-ac-v3-x — Adeptia Automate allows you to seamlessly migrate activities from an Adeptia Connect v3.x environment to an Adeptia Automate v5.x environment. - /docs/setup/migrate/migrating-all-activities-from-ac-v3-x/exporting-the-activities-linux — This section assists you in exporting Adeptia Connect activities on a Windows operating system where the application is installed. - /docs/setup/migrate/migrating-all-activities-from-ac-v3-x/exporting-the-activities-windows — This section assists you in exporting Adeptia Connect activities on a Windows operating system where the application is installed. - /docs/setup/migrate/migrating-all-activities-from-ac-v3-x/restoring-the-activities — Once you have created the zip file containing the exported objects, you can use it to restore the objects in the the application's 5.x environment. To restor… - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x — Adeptia Automate allows you to seamlessly migrate select activities from an AC v3.x to Adeptia Automate environment. - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x — This section assists you in exporting Adeptia Connect activities on a Windows or Linux operating system where the application is installed. - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-linux — This section assists you on how to run the Migration utility on a Linux-based operating system. - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-linux/environment-promotion-linux — This feature transfer activities of the selected group from one environment to another. For example, a project is in the Production stage, and a few enhancem… - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-linux/environment-promotion-linux/exporting-objects-linux — This section details how to export the objects. Before you start exporting, ensure that you have [run the Migration utility](../../index.md) and selected [En… - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-linux/environment-promotion-linux/exporting-objects-linux/individual-activity-linux — Select Export Individual Activities to export a specific activity based on the service type. With this option, you can export Transaction, Template, Web Form… - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-linux/environment-promotion-linux/exporting-objects-linux/project-objects-linux — If you select the option Project Objects, it exports all the activities created in the selected project. Selecting Project Objects option migrate Templates,… - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-linux/environment-promotion-linux/exporting-objects-linux/service-type-linux — Selecting the option ‘Objects based on Service Type’ helps you export all the activities along with their dependencies based on the selected service type. - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-windows — This section assists you in migrating objects on a Windows operating system. - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-windows/environment-promotion — This feature transfer activities of the selected group from one environment to another. For example, a project is in the Production stage, and a few enhancem… - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-windows/environment-promotion/exporting-activities-from-windows — This section details how to export the objects. Before you start exporting, ensure that you have [run the Migration utility](../../index.md) and selected [En… - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-windows/environment-promotion/exporting-activities-from-windows/individual-activity — Select Export Individual Activities to export a specific activity based on the service type. With this option, you can export Transaction, Template, Web Form… - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-windows/environment-promotion/exporting-activities-from-windows/project-objects — If you select the option Project Objects, it exports all the activities created in the selected project. Selecting Project Objects option migrate Templates,… - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/exporting-the-select-activities-from-ac-v3-x/exporting-the-select-activities-from-windows/environment-promotion/exporting-activities-from-windows/service-type — Selecting the option ‘Objects based on Service Type’ helps you export all the activities along with their dependencies based on the selected service type. - /docs/setup/migrate/migrating-select-activities-from-ac-v3-x/importing-the-select-ac-v3-x-activities — After you've created the export.zip file, you can import the activities using import.xml file. A successful import completes the migration process, and you'l… - /docs/setup/migrate/structure-of-import-xml — The following screenshot displays the structure of import xml. - /docs/setup/migrate/structure-of-retain-xml — The following screenshot gives you an idea about the structure of the Retain.xml file. - /docs/setup/migrate/using-the-solution-promotion-wizard — You can use the Solution Promotion wizard to migrate objects from AC v4.x environments or between Adeptia Automate environments. The migration process involv… - /docs/setup/migrate/using-the-solution-promotion-wizard/creating-an-export-package — Adeptia provides a intuitive interface to create an export package using the Export Package option under the Solution Promotion feature. The export package c… - /docs/setup/migrate/using-the-solution-promotion-wizard/creating-an-import-package — After you've created the export.zip file, you can import the objects by using the Import Package option under Solution Promotion feature at the target enviro… - /docs/setup/migrate/using-the-solution-promotion-wizard/rolling-back-the-import-operation — If you decide upon rolling back the import operation, you need to follow the instructions given below. - /docs/setup/upgrade — This section helps you upgrade from a your current version to a higher version of Adeptia Automate. - /docs/setup/upgrade/ssetting-up-adeptia-ai-service-on-azure — Upgrading to Adeptia Automate v5.2 alone is not sufficient to use the AI features available in the product. The AI features require a separate Azure-based in… - /docs/setup/upgrade/upgrading-to-v5-2 — This section discusses how you can upgrade from AC v4.6, v4.7, v4.7.1, or Adeptia Automate v5.1 to v5.2. - /docs/setup/upgrade/upgrading-to-v5-2-1 — This section discusses how you can upgrade from Adeptia Automate v5.2 to v5.2.1. - /docs/setup/upgrade/upgrading-to-v5-2-1/rolling-back-from-v5-2-1 — This section guides you on how to roll back from Adeptia Automate v5.2.1 to Adeptia Automate v5.2. - /docs/setup/upgrade/upgrading-to-v5-2-3 — This section discusses how you can upgrade from Adeptia Automate v5.2 or v5.2.1 to v5.2.3. - /docs/setup/upgrade/upgrading-to-v5-2-3/rolling-back-from-v5-2-3 — This section guides you on how to roll back from Adeptia Automate v5.2.3 to Adeptia Automate v5.2.1 or v5.2. - /docs/setup/upgrade/upgrading-to-v5-2-4 — This section discusses how you can upgrade from Adeptia Automate v5.1, v5.1.1, v5.1.2, v5.1.3, v5.2, v5.2.1 or v5.2.3 to v5.2.4. Refer to the respective sect… - /docs/setup/upgrade/upgrading-to-v5-2-4/rolling-back-from-v5-2-4 — This section guides you on how to roll back from Adeptia Automate v5.2.4 to Adeptia Automate v5.2.3, v5.2.1, v5.2, v5.1.3, v5.1.2, v5.1.1, or v5.1. Refer to… - /docs/setup/upgrade/upgrading-to-v5-2-4/rolling-back-from-v5-2-4/rolling-back-from-v5-2-4-to-v5-1-or-v5-1-x — This section guides you on how to roll back from Adeptia Automate v5.2.4 to Adeptia Automate v5.1.3, v5.1.2, v5.1.1, or v5.1. - /docs/setup/upgrade/upgrading-to-v5-2-4/rolling-back-from-v5-2-4/rolling-back-from-v5-2-4-to-v5-2-or-v5-2-x — This section guides you on how to roll back from Adeptia Automate v5.2.4 to Adeptia Automate v5.2.3, v5.2.1 or v5.2. - /docs/setup/upgrade/upgrading-to-v5-2-4/upgrading-from-v5-1-or-v5-1-x-to-v5-2-4 — This section discusses how you can upgrade from Adeptia Automate v5.1, v5.1.1, 5.1.2, or 5.1.3 to v5.2.4 - /docs/setup/upgrade/upgrading-to-v5-2-4/upgrading-from-v5-2-or-v5-2-x-to-v5-2-4 — This section discusses how you can upgrade from Adeptia Automate v5.2, v5.2.1 or v5.2.3 to v5.2.4. - /docs/setup/upgrade/upgrading-to-v5-2-5 — This section discusses how you can upgrade from Adeptia Automate v5.1, v5.1.1, v5.1.2, v5.1.3, v5.2, v5.2.1 or v5.2.3 to v5.2.4. Refer to the respective sect… - /docs/setup/upgrade/upgrading-to-v5-2-5/rolling-back-from-v5-2-5 — This section guides you on how to roll back from Adeptia Automate v5.2.4 to Adeptia Automate v5.2.3, v5.2.1, v5.2, v5.1.3, v5.1.2, v5.1.1, or v5.1. Refer to… - /docs/setup/upgrade/upgrading-to-v5-2-5/rolling-back-from-v5-2-5/rolling-back-from-5-2-5-to-5-1-or-5-1-x — This section guides you on how to roll back from Adeptia Automate v5.2.5 to Adeptia Automate v5.1.3, v5.1.2, v5.1.1, or v5.1. - /docs/setup/upgrade/upgrading-to-v5-2-5/rolling-back-from-v5-2-5/rolling-back-from-v5-2-5-to-v5-2-or-5-2-x — This section guides you on how to roll back from Adeptia Automate v5.2.5 to Adeptia Automate v5.2.4, v5.2.3, v5.2.1 or v5.2. - /docs/setup/upgrade/upgrading-to-v5-2-5/upgrading-from-v5-1-or-v5-1-x-to-v5-2-5 — This section discusses how you can upgrade from Adeptia Automate v5.1, v5.1.1, 5.1.2, 5.1.3, or v5.2.4 to v5.2.5 - /docs/setup/upgrade/upgrading-to-v5-2-5/upgrading-from-v5-2-or-5-2-x-to-v5-2-5 — This section discusses how you can upgrade from Adeptia Automate v5.2, v5.2.1, v5.2.3, or v5.2.4 to v5.2.5 - /docs/setup/upgrade/upgrading-to-v5-2-6 — This section discusses how you can upgrade from Adeptia Automate v5.2, v5.2.1, v5.2.3, v5.2.4 or v5.2.5 to v5.2.6 - /docs/setup/upgrade/upgrading-to-v5-2-6/rolling-back-from-v5-2-6 — This section guides you on how to roll back from Adeptia Automate v5.2.6 to Adeptia Automate v5.2.5, v5.2.4, v5.2.3, v5.2.1 or v5.2. - /docs/setup/upgrade/upgrading-to-v5-2-7 — This section discusses how you can upgrade from Adeptia Automate v5.2, v5.2.1, v5.2.3, v5.2.4, v5.2.5, or v5.2.6 to v5.2.7 - /docs/setup/upgrade/upgrading-to-v5-2-7/rolling-back-from-v5-2-7 — This section guides you on how to roll back from Adeptia Automate v5.2.7 to Adeptia Automate v5.2.6, v5.2.5, v5.2.4, v5.2.3, v5.2.1 or v5.2. - /docs/setup/upgrade/upgrading-to-v5-2-8 — This section discusses how you can upgrade from Adeptia Automate v5.2, v5.2.1, v5.2.3, v5.2.4, v5.2.5, v5.2.6 or v5.2.7 to v5.2.8. - /docs/setup/upgrade/upgrading-to-v5-2-8/rolling-back-from-v5-2-8 — This section guides you on how to roll back from Adeptia Automate v5.2.8 to Adeptia Automate v5.2.7, v5.2.6,  v5.2.5, v5.2.4, v5.2.3, v5.2.1 or v5.2. - /docs/setup/upgrade/upgrading-to-v5-2/rolling-back-from-v5-2 — This section guides you on how to roll back from Adeptia Automate v5.2 to Adeptia Automate v5.1, AC v4.7.1, AC v4.7, or AC v4.6. --- *Auto-generated from the doc index (extractor/src/docindex/llms.ts). Do not edit by hand — run `npm run index`.*