How to set up an EDI connection

A Firm Admin sets up one electronic data interchange (EDI) connection for each partner network before exchanging business documents. The connection stores agreed identifiers and file-transfer locations.

Before you start

• Access: You need Firm Admin; your company needs EDI Van.
• Where: Open Integrations > EDI Vans > More Details. Obtain the partner's approved server, folder names, identifiers, and sample documents. Set up the SFTP server used for applicable imports.

Create the connection

1. Select New EDI Connection.
2. Enter the Name exactly as True Commerce or SPS Commerce. Other names cause order import to fail; shipment import runs only for SPS Commerce. Select the FTP Server, or use Add to create an approved server record.
3. Enter In folder name and Out folder name exactly as agreed, including the leading slash. Set Default Facility to use for Incoming Orders if this connection uses one.
4. Enter Notification Email For EDI Events. The EDI 753 Sender ID and EDI 753 Receiver ID fields apply to the supported Lowe's EDI 753 documents.
5. Select Create EDI Van and review the saved connection.

Active controls automatic and manual shipment notices; it does not control order imports or the order and invoice send options.

Test with your partner

Send a representative document through a supported invoice or fulfillment action. Confirm that the partner received and interpreted it correctly. Review available Versa status and events as well. Do not make a second connection to work around a failure without checking the first.

If you don't see what you expect

• Document fails: Check credentials, folder spelling, entity, facility, and the partner's document format before resending.
• No failure appears in Versa: Some order import failures are not shown in Versa. Ask support to investigate the connection.