Electronic Data Interchange (EDI) enables secure, standardized business document exchange between our systems. As a new trading partner, completing this onboarding process is your first step toward efficient, paperless transactions.
Our streamlined onboarding process collects all necessary information to establish a reliable connection between our systems, allowing for seamless document exchange and automated processing.
Company & Contact Information
1
Company Details
Please provide your organization's legal name and primary business address. This information will be used for formal documentation and communications.
Company Name (legal entity name)
Street Address
City, State/Province
Postal/ZIP Code
Country
2
Primary Contact
Your main business contact will be our first point of contact for general communication, agreements, and business-related matters.
Primary Contact Name
Job Title
Email Address
Phone Number
Time Zone
All information is protected according to our data privacy policy and will only be used for EDI integration purposes.
Technical Contact Information
Your technical contact will work directly with our EDI specialists during setup, testing, and troubleshooting. This should be someone familiar with your EDI system configuration, network settings, and data formats.
For complex implementations, we recommend designating both a primary and backup technical contact to ensure continuity throughout the onboarding process.
Required technical contact details include:
Technical Contact Name
Job Title/Department
Direct Email Address
Direct Phone Number
Preferred Contact Hours (in your time zone)
EDI Configuration Details
Trading Partner Identifiers
Your EDI identifiers are crucial for proper routing of electronic documents between our systems. Please provide your:
EDI Interchange ID (ISA ID)
Application Sender ID (GS ID, if different)
DUNS Number (if applicable)
VAT/Tax ID (international partners)
EDI Standards & Formats
Specify which EDI standards and transaction sets your system supports:
For successful EDI exchange, we need to establish a secure method of transmitting documents between our systems. Select your preferred communication method and provide the necessary details.
Our system supports the following secure transmission methods:
AS2 with certificate exchange
SFTP with key authentication
FTPS with TLS encryption
Major VAN connections
RESTful APIs with OAuth 2.0
Please also specify any encryption requirements beyond the standard protocol security, such as PGP encryption for file contents.
Testing & Implementation Timeline
1
Information Gathering
Complete this form with all required technical details (1-2 business days)
2
Connection Setup
Our team configures communication channels and exchanges credentials (3-5 business days)
3
Test Transactions
Exchange test documents and validate format/content (5-7 business days)
4
Production Launch
Move to production environment and begin regular document exchange
Please indicate your preferred testing start date and the name, email, and phone number of your testing coordinator who will validate test transactions.
Additional Information & Next Steps
Use the special instructions field to provide any additional requirements, document specifications, or business rules that may impact our EDI implementation.
Common special instructions include:
Specific document format requirements
Business validation rules
Scheduling constraints or blackout periods
Existing trading partner relationships
Integration with specific business systems
Ready to Submit?
Once you've gathered all required information, click the "Submit Onboarding Form" button below. Our EDI team will review your information and contact you within 1-2 business days to confirm receipt and discuss next steps.