Import Stedi Guides
Most users don’t need to create custom guides from scratch. Instead, we recommend importing guides from the Stedi Network into your Stedi account.
Import from our Network (Recommended)
To import your partner’s EDI guides:
- Open the Stedi Network in a new tab.
- Locate the trading partner and guide you want to import.
- Click the guide to go to its details page.
- Click Import guide into your account.
- (Optional) Update the guide name. For example, you may want to add the trading partner’s name, such as Amazon - Purchase Order. This is helpful when you have multiple trading partners with guides for the same transaction set.
- Click Import.
The guide is available in your Stedi account, and you can attach it to one or more transaction settings.
Import from another Stedi account
Your trading partners and collaborators can enable import links for private guides that let you quickly add copies of those guides to your account.
Public Guide import links: All Public Guides have import links enabled by default, regardless of these settings.
To import a guide from another Stedi account:
- Enter the guide’s import link into your web browser. The Import page appears.
- Choose a Name for the guide and then click Import. A private copy of the guide appears in your Stedi account.
Enable importing
You can enable an import link that allows other users to add a copy of a private guide into their Stedi account. When enabled, anyone with the import link can access your account name, guide name, and guide definition. You can disable import links at any time.
To enable an import link, click the ellipses (…) next to a guide and select Share import link. Toggle Enable import link on.
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