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SignalEDI User Series
Get to know SignalEDI one task at a time. These 24 short walkthroughs follow the customer journey from a trading-partner requirement to setup, daily operations and custom integration. Start with the overview, watch in order, or choose the task you need below.
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SignalEDI in 2 Minutes Mandate In, Connect Builds
See how a trading-partner requirement becomes a Connect project, from the first mandate through mapping, validation and sandbox testing. Follow the roles of Today, Mission Files and Documents, and learn where business review and partner certification fit.
Start Your SignalEDI Trial (30 Days, No Credit Card)
Follow the trial entry point and the information to bring about your trading partner. The walkthrough introduces a mandate-first setup: describe who you need to connect with and what they require, then continue into the workspace.
Where Work Lives in SignalEDI
Find the parts of the SignalEDI workspace used for daily operations. This episode introduces Today as the starting point, Connect for partner setup and Documents for transaction history, so you can choose the next screen based on the work at hand.
SignalEDI Today: What Needs You Next
Explore Today and the work that needs your attention after sign-in. Learn the distinction between asking Signal for assistance, opening the relevant partner project in Connect and using Help when you need support.
SignalEDI Connect: From Partner Mandate to Ready-to-Test
Follow a partner requirement into SignalEDI Connect. The episode introduces requirement intake, visible setup progress, business-fact confirmation and sandbox testing, while keeping readiness on your side separate from your partner's certification and go-live approval.
Confirm the Business Facts in SignalEDI (Not the Plumbing)
See where your business judgment belongs in the integration process. This walkthrough discusses matching items, reviewing draft-versus-post choices and distinguishing business decisions from the technical mapping work handled by Signal.
Validate, Test, Then Prove It in SignalEDI
Understand the difference between validation, sandbox testing and partner approval. This episode introduces checks before sending and the role of audit evidence, helping you read a ready-to-test status without treating it as certification.
Mission Files: Bring Their Spec or Sample into SignalEDI
Learn where to bring a partner specification or sample file into the Connect process. Follow Mission Files, the upload and save step, and the return to project status to understand how source material supports the integration work.
SignalEDI Documents: What Moved, What Still Needs You
Use Documents to understand what moved and what still needs review. The episode introduces inbound and outbound transactions, opening a document that needs attention and reading an exception in the context of the transaction.
Your Trading Partners in One Place (SignalEDI)
Find the partner connection relevant to your current work. This walkthrough introduces the partner list, the distinction between building and live connections, and opening the associated Connect project for the next step.
SignalEDI Plans: Starter $199, Seasonal $99, Growth $999, Enterprise $1999
Walk through the plan options presented in the recording and how they relate to evaluating SignalEDI. Use the current pricing page to confirm plan inclusions, trial terms and the subscription that fits your business before starting checkout.
SignalEDI Billing: Prepaid Stripe, No Surprise Invoice Hunt
Get oriented in subscriptions and billing. The episode explains prepaid recurring collection, card or ACH payment paths and readable plan status, so you know where to check your subscription after choosing a plan.
SignalEDI Settings, Help, and Getting a Person
Find assistance inside SignalEDI without losing the context of your work. This episode introduces Ask Signal, the Help ticket path and basic settings, explaining the available routes for questions that need additional support.
QuickBooks Online EDI Attach in SignalEDI (After Connect)
Understand the QuickBooks Online attachment step in relation to a partner requirement already captured in Connect. The episode contrasts optional app attachment with the custom file or API path; consult the integration page for current compatibility and availability.
SignalEDI Intelligence: The Week at a Glance
Take a first look at Intelligence and the week at a glance. The walkthrough uses demonstration metrics to introduce the overview, then connects the summary back to Documents and Connect where the underlying work can be reviewed.
Retail Supplier Mandate: Your Side in SignalEDI
Put a retailer's compliance packet in the context of the supplier workflow. This episode introduces the mandate and the roles of purchase orders, ship notices and invoices, while keeping your preparation separate from the retailer's approval process.
CSV, Upload, or API - Same SignalEDI Hub
Explore the ways business data enters the SignalEDI hub. The episode compares CSV, file upload and API entry points and explains their relationship to the output format required by your trading partner.
Invite Your Team in SignalEDI (Users & Roles)
Learn where team invitations and roles fit in workspace administration. The walkthrough introduces the team area, inviting a colleague, choosing an available role and checking the resulting user entry.
SignalEDI Org Settings: Company Profile & Admin Basics
Locate company profile and organization settings. This episode introduces profile information, timezone and the administrative controls shown in the recording, helping you find where shared workspace information is maintained.
SignalEDI Invoices & Receipts After Auto-Collect
Find billing records after recurring collection. The walkthrough explains where invoices and receipts fit in the prepaid subscription flow and where to look when reconciling a payment with your business records.
Card or ACH: How You Pay SignalEDI
Understand the payment paths described in the recording. This episode covers prepaid collection, card and ACH options and the Stripe Customer Portal; use current plan and billing information to confirm the options available to your account.
SignalEDI Intelligence: Week, Trends, Partners, Trust
Go beyond the weekly overview to the Intelligence views introduced in the series. The walkthrough covers week, trends, partners and trust, then returns to Documents or Connect for the work behind the summary.
SignalEDI Alerts, Login, and Keeping Access Tight
Find notification and access settings relevant to your workspace. This episode introduces alert preferences, login and session basics, and the security options shown in the recording, with current support documentation as the next reference.
Custom EDI Integration in SignalEDI (No QBO-Style Adapter)
Follow a custom integration path that starts with the partner mandate instead of an app-store adapter. The walkthrough connects Mission Files, CSV or API inputs, validation, sandbox testing and audit evidence, and contrasts this path with optional QuickBooks attachment.
These recordings demonstrate the product at the time of publication. Check current pricing and trial terms and the relevant integration page for availability. Trading partners retain control of certification and production approval.