How to Set Up EDI
EDI setup is the process of establishing an electronic communication framework between trading partners to exchange business documents like purchase orders and invoices. SPS Commerce helps you configure connections, meet compliance requirements, and automate workflows faster than managing it alone.
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7-step EDI setup process
Following a structured process ensures faster onboarding and fewer compliance errors.
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Identify partner requirements
Determine the specific EDI standards and documents (e.g., 850, 810) required by your retailers.
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Select a connection method
Choose between in-house, outsourced, or API-based integration.
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Establish communication protocols
Set up the handshake between systems (e.g., AS2, SFTP).
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Data mapping
Translate your internal data into the specific format required by the partner.
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System integration
Connect your EDI flow to your ERP, WMS, or accounting software.
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Testing and certification
Conduct end-to-end testing to ensure data flows correctly and meets compliance.
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Go-live and maintenance
Launch the connection and monitor for ongoing requirement changes or updates.
Comparing EDI setup options
The right setup method depends on your team size, partner reach, and growth plans.
| Feature | In-house EDI | Outsourced (SPS) | API Integration (SPS) |
|---|---|---|---|
| Initial investment | Significant hardware / software costs | Small setup fees | Scalable development |
| Maintenance | Handled by your internal IT team | Proactive management by SPS experts | Managed through SPS Dev Center |
| Partner reach | Manual setup for each partner | Instant access to 500,000+ connections | Pre-built APIs for 105,000+ companies |
| Best for | Large enterprises with dedicated IT | Businesses prioritizing speed and compliance | E-commerce and direct-to-consumer |
Modern capabilities from the SPS network
SPS Commerce connects more than setup — these solutions extend your supply chain intelligence across channels and geographies.
Automate repetitive tasks, detect supply chain risks, and improve overall performance with embedded network intelligence.
Use clean, connected data to power AI shopping experiences and smarter replenishment.
Execute orders from unpredictable social media demand and keep up as new sales channels emerge.
Improve retail relationships by managing deductions and recovering lost revenue.
Measurable Business Impact
Before selecting an EDI provider, confirm they can meet these baseline requirements.
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Stop managing manual data and start scaling. Connect to the world's largest retail network and automate your compliance with SPS MAX AI.
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