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SignalEDI documentation

API-first EDI docs for onboarding, X12 basics, trading partner setup, billing, REST endpoints, and webhooks — with JSON/CSV intake, instant validation, and real-time visibility.

1. Getting Started

Account Setup

Creating a SignalEDI account takes under two minutes. No demo call required, no sales process — just sign up and start.

  1. Open signaledi.com/trial and enter your work email and a strong password.
  2. Check your inbox for a verification email from no-reply@signaledi.com and click the confirmation link.
  3. You land in Connect on a 30-day Growth trial — no credit card and no Stripe checkout on the signup path. Convert from Billing before the trial ends.
  4. You will land in the dashboard, where Signal directs your onboarding — add your company name, ISA Sender ID, and first trading partner, then follow the guided next steps (see Signal-directed onboarding).
Tip: If you are in healthcare, use paid plans to evaluate core 837/835/270/271 workflows. The HIPAA/BAA add-on is available on any paid plan. Production PHI stays blocked until the add-on is active and a BAA is executed.

First Login

After verification, log in at signaledi.com/login. If you enabled MFA during setup you will be prompted for your TOTP code after entering your password.

Accounts with status PENDING_PAYMENT or PENDING_VERIFICATION are redirected to the /checkout page until activation is complete.

Dashboard Overview

The dashboard is your real-time command center. Key areas:

SectionWhat it shows
Transaction MonitorLive feed of every inbound/outbound EDI transaction with status badges
File ManagerAll uploaded EDI files, validation results, and download links
Trading PartnersAll configured partners, their ISA IDs, and connection status
BillingCurrent plan, usage, add-ons, and Stripe customer portal link
Add-onsAvailable and active add-on modules
SettingsAccount details, API keys, MFA, and notification preferences

Signal-directed onboarding

After checkout you are never left guessing what to do next. Signal, the built-in AI assistant, reads your onboarding project status and surfaces the single most relevant next action on the dashboard — onboarding is a directed sequence, not a blank wizard. The steps adapt to your transport style: API-first teams (JSON, REST, webhooks) see JSON/API wording, while classic X12 file-exchange teams see EDI mapping and per-partner EDI setup.

Project statusSignal directs you to
Questionnaire pendingOpen the intake questionnaire — company, ISA Sender/Receiver IDs, first partners, and document types.
Portal info pendingAdd the trading-partner portal and connectivity details Signal needs to provision the connection.
Test files readyReview the generated test files before they are submitted to the partner.
In development / testingOpen Signal Setup (the guided Setup Cockpit), add a trading partner or open the partner onboarding & test packet, and open custom EDI / JSON-API field mappings.
Any statusAsk the Support AI, scoped to this onboarding project, for a plain-English next step.
Managed onboarding: White-glove projects add a White-glove & custom mappings step where the SignalEDI team builds and confirms the partner maps with you, while the same directed next-steps keep your team oriented. Open it any time from Setup Cockpit.

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