This guide walks you through connecting a trading partner that exchanges EDI X12 documents with you. Once connected, the documents your partner sends arrive as orders, shipments and invoices, and the ones you create are sent to your partner as X12.
Set aside about 10 minutes. You'll need your ISA qualifier and ID, your trading partner's ISA qualifier and ID, and a contact at your partner who can point their EDI system at a new address.
Each connection is one trading partner. It gets an inbox of its own, and your partner delivers documents to that inbox and collects yours from it. Connect each partner separately, so their documents never mix.
Your partner's EDI system uploads files to a folder and downloads yours from another. This is what most EDI systems and VANs expect. Choose it unless your partner asks for email.
Email inbox
Your partner sends documents as email attachments and receives yours the same way. Choose it when your partner has no SFTP client.
Agree these with your trading partner. They are the same values both sides put on every document.
Your ISA qualifier and Your ISA ID: how you are identified on the envelope. The qualifier is two characters, most often ZZ, 01 (D-U-N-S) or 12 (phone number). The ID is up to 15 characters.
Partner ISA qualifier and Partner ISA ID: the same two values for your partner.
X12 version: 4010 or 5010.
Environment: Test while you and your partner are trying things out, Production when the documents are real.
Open the connection in Makini. The SFTP inbox card shows the Host, Port and Username; each has a copy button. The same details are under Inbox address in the connection's menu.Send your partner those three values, plus the password if you set one. They upload documents to /inbox and download yours from /outbox.
Send the password separately from the address, and not by email. Anyone with both can deliver documents in your partner's name.
Ask your partner for the email address their EDI system sends from. That is Partner's email address, and it is also where your documents are sent. If they send from more than one address, note the others too.Mail is accepted only from the addresses you list, and only when it really comes from your partner's mail system.
Open the connection in Makini. The Email inbox card shows the address to send documents to. Give it to your partner.Each document travels as an attachment, one document per file. Your documents arrive at your partner's address from that same inbox address, so replies and new documents go to one place.
