SignalEDI in 2 Minutes Mandate In, Connect Builds

About this walkthrough

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.

What you’ll learn

• Start with the partner requirement
• Review the next action in Today
• Test before production

Transcript

From the video’s English auto-generated captions.

Your trading partner set the deadline. Here's how you get your side ready. Signal turns that mandate into a working B2B connection. We start from what the partner asked for, not from a connector catalog. Open the free trial. Tell us who they are and what they need. 30 days, no credit card. Inside the product, today is home. It shows what needs a look and what to do next. Stay here until you know the next step. Then open connect. Paste or upload the partner requirements. Signal designs the mapping and works through the hard problems. So you're not hired as their integration department. You see every step. You confirm the business choices. Partners still own certification. We keep that honest. Test in your sandbox before production go live. That is the connect path. start to finish. Once the path is set, point A is how your data leaves. A CSV, an API payload, or a file upload. Point B is the format the partner requires. Apps and ERP connectors attach later when you need them. If the job is a file drop, mission files is where intake happens. Upload, save, and signal takes the file from there. documents is your transaction history. What moved? What still needs you? And when something fails, like a 502 on an outbound invoice, so you can fix it and move on. When you need help, ask Signal is in the product for hard questions, status, or support. You can always open a support ticket, too. You brought the mandate. We help you meet it. Tell us the partner. We take it from there.