How do I enable the EDI Integration for my account?

EDI is an advanced integration feature. To activate it, please reach out to your Tradogram Account Manager. Once enabled, you can manage the setup by navigating to your Company Profile and selecting the EDI Integration tab from the left-hand sidebar.

Where do I get the credentials and mandatory details for the setup?

To complete the integration, you will need to contact the supplier you wish to connect with via EDI. They will provide the specific technical credentials required for the connection.

Tip: Since these details are quite technical, feel free to keep your Account Manager or our Support Team in the loop once you receive the credentials from your supplier. We can help ensure everything is mapped correctly.

What are the "Sender Qualifier Code" and "Sender Qualifier ID"?

These are mandatory identifiers required for secure data exchange:

• Sender Qualifier Code: A two-digit code (e.g., 01 for D-U-N-S) that identifies the type of ID you are using.
• Sender Qualifier ID: The specific identification number for your company.
• Note: Your supplier or your internal ERP/EDI network provider will be able to provide these specific codes to you.

Which Purchase Order statuses can be synced?

You have full control over when a PO is pushed through the integration. Under Purchase Order Status Filters, you can select one or more of the following:

• Pending Approval / Pending Supplier
• Issued / In Delivery
• Fully Received / Closed

How do I handle integration errors?

To ensure technical issues are addressed immediately, you must select at least one user from your team to receive Email Notifications for integration-related errors. Simply check the box next to the appropriate team member's name in the configuration menu.

How do I link a specific supplier to the EDI?

1. Navigate to the Supplier Configuration dropdown menu.
2. Select your desired supplier and click the green Add button.
3. (Optional): Enter a Default Account Number if required by that specific vendor.
4. Select the document types you wish to enable: 850 (Purchase Order) and/or 810 (Invoice).

Is there a way to test the integration before going live?

Yes. Tradogram offers a Test Mode to ensure data mapping is correct before full implementation.

Note: While in Test Mode, the system will only process and send one Purchase Order at a time to allow for careful review and validation.