New Trading Partner Setup

New Trading Partner

What is a Trading Partner?

A trading partner refers to a business partner with whom you trade goods, and in the context of EDI, support the trade activities using electronic communications.

Before you start exchanging your EDI documents with your trading partner, there are several steps that must be taken to make a successful connection between trading partners.

You will need to configure a physical connection to Commport to connect with your mailbox and support the data exchange function. You need to identify any required routing instructions such as whether you need different document types to be indifferent mailboxes and then perform the configuration and you need to establish the workflow for processing the documents. You also need to establish the communications connection that will be used to support the document exchange with the trading partner.

For Example: If you are a supplier, and a retailer wants to send you EDI documents, then you will need to know how they will be sending the document and ensure that the connection is configured and then within your own systems, you need to create an incoming purchase order mailbox path.

Similarly, if you are a retailer, and a supplier wants to send you an EDI invoice for your purchase order, then the retailer needs to create an incoming invoice mailbox path

Commport New Trading Partner Onboarding Process

Below are the 6 steps process to successfully onboard a new trading partner

1. Setup Project

Outline the complete project overview and resources required for both parties before starting the onboarding process. A simple notification of the start of the onboarding process and validation of requirements and expectations.

EDI is a reflection of your business process with the partner being onboarded. Be ready to review your business process in detail to ensure that you are compliant with the requirements.

2. Exchange EDI Credentials

Often managed by way of a setup questionnaire, both partners need to have the EDI technical details made available.

These details include the respective data exchange and business process requirements, such as communications methods, point of contact in case of emergency notifications, message syntaxes, SLA needs, and more.

3. EDI profile creation

Creation of configurations and maps that detail transformations, policies, and other requirements which drive how partners are going to connect and trade, this step is critical in determining the configuration of maps.

5. EDI testing

Creating a test environment to test communications and transformation maps with partners or else working in a preproduction mode until all parties are confident in the data flow.

4. EDI provisioning

Provisioning determines your own infrastructure needs. Creating and configuring infrastructure to meet integration, security, and management requirements.

6. Deployment

The final step in the onboarding process. Test configurations are moved into production environments. Monitoring, reporting, and analysis are made active. Once this step is completed, the trading partners have been successfully onboarded and live EDI trading can begin

Why choose Commport, as your EDI partner?


One of many things that separates Commport from other EDI providers is experience. We have been providing EDI services to our clients since 1985 and we are recognized as one of the leaders in the EDI industry, supported and trusted by 1000’s trading partners around the globe.

Every onboarding is different, and the requirements change from one trading partner to another, it’s important to provide a personalized approach to each partner which in turn establishes the connection, increases supply chain partnership, and supports business growth. The Commport team routinely delivers on this level of support. Consider how easy is it to add new trading partners to the system? What does that process look like?

Some of the other important things to keep in mind when choosing an EDI provider include the customer support, the connectivity options and the pricing plan being offered.

Commport offers flexible pricing options for all our services

CommCARE Support

We are here to help you regardless of your business situation. Become compliant today and run your business successfully. Get in touch with the Commport team now!

Whether you are a small company or a large enterprise, our trading partner and document implementation solutions will help you to improve efficiency and collaboration within your trading partner community.

Because making your business more efficient is our business


Commport Communications International, inc.

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