EDI Integration

Company › Settings.

Integrate EDI via SFTP #

Electronic Data Interchange: automated exchange of structured data, by agreed message standards, between Streamline and your trading partners. Includes Purchase Orders, Invoices and Credits.

Configuring FTP for Scheduled Data Exchange

Server Credentials and Connection #

Enter the connection details for your partner’s server to establish the link.

• Host name – The server address (e.g., ftp.partnercompany.com).
• Using SFTP – Check this box if the connection requires the more secure SFTP protocol.
• Port – The port number for the connection (typically 21 for FTP or 22 for SFTP).

Enable “Automatically process orders”: #

• Importing New OrdersStreamline will connect to your partner’s server to look for new orders to import.
  • File Location: Your partner must place all order files in the [root]/orders directory on their server.
  • File Format: a sample of the required file format for the orders.
• Validations

Data Export Functions #

• Exporting Published Invoices & Credits
  • Invoices and credits are uploaded to the /invoices directory on the partner’s FTP server.
• Exporting the Item CatalogueEnsures your trading partner has an up-to-date list of your products.
  • Streamline exports the item catalogue based on two types of triggers:
    • Scheduled Export: Runs daily at 12:00 AM.
    • Update-Triggered Export: Whenever a change is made to an item in your Master Catalogue.