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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.

500,000+ 

Pre-built connections

100+

ERP integrations

24/7

Expert support

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What is EDI setup?

EDI setup is the process of establishing an electronic communication framework between trading partners to exchange business documents like purchase orders and invoices. It involves configuring data maps, establishing secure communication protocols, and ensuring compliance with specific retailer requirements to automate workflows and eliminate manual data entry across the supply chain.

7-step EDI setup process

Following a structured process ensures faster onboarding and fewer compliance errors.

  1. Identify partner requirements

    Determine the specific EDI standards and documents (e.g., 850, 810) required by your retailers.

  2. Select a connection method

    Choose between in-house, outsourced, or API-based integration.

  3. Establish communication protocols

    Set up the handshake between systems (e.g., AS2, SFTP).

  4. Data mapping

    Translate your internal data into the specific format required by the partner.

  5. System integration

    Connect your EDI flow to your ERP, WMS, or accounting software.

  6. Testing and certification

    Conduct end-to-end testing to ensure data flows correctly and meets compliance.

  7. Go-live and maintenance

    Launch the connection and monitor for ongoing requirement changes or updates.

COMPARISON TABLE

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 SPS CAPABILITIES

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.

CHECKLIST FOR SUCCESS

Measurable Business Impact

Before selecting an EDI provider, confirm they can meet these baseline requirements.

Pre-built connections

Pre-built connections

Does your provider have existing maps for your retailers?

SPS has 500,000+

ERP integration

ERP integration

Can you sync with your current accounting or warehouse system?

SPS supports 100+

24/7 support

24/7 support

Is there an expert team available to prevent disruptions?

Scalability

Scalability

Will the solution adapt as you add new partners or enter new markets?

Build your intelligent supply chain today

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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