Integration steps

Complete the following steps to configure and test your first EDI integration on Stedi.

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Configure your first trading partner

Time: About 15 minutes

To set up a new trading partner, you’ll need to configure the following settings:

• Partnership: Partnerships describe all aspects of the EDI relationship between you and your trading partner, including which transaction sets you plan to exchange and other important information for processing.
• Connections: Within the partnership, define SFTP/FTP/FTPS and AS2 connections to exchange data with partners.
• Transaction settings: Within the partnership, define the inbound and outbound transaction sets you plan to exchange with your trading partner. As part of this process, you’ll choose which EDI specifications to use to validate the data.

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Send webhooks to your system

Time: About 5 minutes

Each time Stedi processes an EDI file from a trading partner, you will want to ingest the transactions into your downstream system. You can do this by configuring a webhook to send transaction.processed.v2` events to your API, Cloud functions, IPaaS platforms, or ERP systems. Then, you can programmatically retrieve the processed transaction data from Stedi.

You can also configure webhooks for other events, like when a processing error occurs. You can use this approach to trigger alerts in systems like Slack, PagerDuty, or Zendesk for further review.

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Process an inbound test file

Time: About 2 minutes

Once you have configured your first trading partner and a webhook, you can process a test file to make sure your partner configuration is working correctly. If you don’t want to wait for a test file from your partner, you can also generate a test file.

When the test file is successfully processed, you will receive a webhook for each included transaction.

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Send an outbound test file

Time: About 2 minutes

You can send a test file to your partner from within the browser.

This is also useful for understanding what data is required to call the Generate API programmatically from your system. You can export cURL commands to use as a starting point for your live integration.

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Configure data transformations

Time: A few hours

To complete your integration, choose an approach to transform Stedi Guide JSON format into and out of the format your internal systems can understand.