EDI / API / SFTP onboarding
A clear, testable path from first contact through production rollout—for customers, vendors, retailers, marketplaces, logistics providers, and technology partners.
Please do not email passwords, private keys, certificates, tokens, or production data. We will establish an approved secure exchange method when needed.
One front door
EDI Support coordinates the intake, assigns the right Ultra PRO business and technical owners, confirms the integration lane, and keeps decisions and test evidence connected throughout delivery.
Microsoft 365 supports scheduling and project collaboration. Cleo Integration Cloud provides managed connectivity, translation, routing, and monitoring where applicable. ERPNext is a primary business-system integration point for orders, inventory, fulfillment, invoicing, and master data.
End-to-end workflow
Each phase has a visible outcome and a gate. Exact sequencing may change with partner certification requirements, but testing, business acceptance, cutover planning, and hypercare are never skipped.
Intake
Email EDI Support or schedule discovery. We capture the business outcome, partner type, requested flows, contacts, target date, and urgency.
Gate: Request owner and intake record assigned.
Discovery
Confirm documents or API objects, direction, volumes, timing, business owners, exception owners, partner guides, dependencies, and success criteria.
Gate: Scope, lane, owners, and assumptions documented.
Security
Select AS2, SFTP, HTTPS/API, or another approved method. Exchange non-production connection details securely; review authentication, encryption, allowlists, certificates, and data classification.
Gate: Security and connectivity design approved.
Design
Define source-to-target maps, required fields, identifiers, cross-references, units of measure, warehouse logic, acknowledgments, validation, exceptions, and recovery.
Gate: Mapping specification and test scenarios approved.
Build
Configure Cleo flows and partner endpoints where applicable, implement transformations and ERPNext/API integration, establish logging and alerting, and prepare runbooks.
Gate: Build complete in the non-production environment.
Test
Prove transport, authentication, parsing, mapping, ERPNext/API behavior, acknowledgments, negative cases, retries, duplicate handling, and alert routing.
Gate: Technical test evidence accepted.
Certify
Complete the partner's prescribed test cycle, including required portals, test cases, document counts, validation reports, and sign-off.
Gate: Partner certification or equivalent approval received.
Accept
Business owners validate end-to-end outcomes in plain language—for example, an inbound order creates the correct ERPNext Sales Order and the outbound acknowledgment reflects the accepted result.
Gate: Business UAT approval and open-risk disposition.
Prepare
Confirm production credentials, master data, schedules, operational owners, SLA clocks, monitoring, support contacts, rollback, communications, and a staffed hypercare window.
Gate: Go/no-go checklist approved.
Launch
Enable production flows in the agreed window, confirm the first transactions end to end, reconcile counts and statuses, and keep rollback available until the validation window closes.
Gate: Production validation complete.
Operate
Review failures and aging daily, tune alerts, close known issues, confirm KPI baselines, finalize runbooks, and transition to normal EDI Support operations.
Gate: Hypercare exit criteria met and service accepted.
Integration options
We select the lane that matches the partner's business process, technical capability, certification program, and support model. A project can use more than one lane.
Standards-based retail and supply-chain exchanges, typically over AS2 or SFTP and orchestrated through Cleo.
REST APIs, webhooks, and platform connectors for near-real-time or scheduled business-object exchange.
Scheduled, encrypted file exchange when a structured API or EDI implementation is not the best fit.
Microsoft 365 coordination: Outlook and Bookings for scheduling, Teams for collaboration, and approved M365 locations for project artifacts and decisions.
Planning ranges
A committed date is established after discovery and depends on partner readiness, document count, mapping complexity, master data, connectivity, certification windows, and business availability.
4–6 weeks
One or two low-complexity objects, a ready specification, standard authentication, and responsive test contacts.
6–10 weeks
A common X12 document set, partner certification, ERPNext mapping, business UAT, cutover, and hypercare.
10–16+ weeks
Multiple documents, locations, channels, complex master data, custom APIs, external dependencies, or phased rollout.
Incomplete implementation guides, unavailable test environments, unknown item or location cross-references, late security approvals, partner portal queues, shifting scope, failed certification cases, or missing business UAT coverage.
Readiness checklist
Include these non-sensitive details in the first email. We will arrange an approved secure exchange for secrets, certificates, samples containing sensitive data, or confidential audits.
Open a pre-filled emailMicrosoft Bookings
Choose the EDI/API Integration service on the Ultra PRO IT Bookings page. If the embedded scheduler is blocked by your browser or organization policy, use the button below.
Ready to begin?
Send the non-sensitive intake details, and EDI Support will coordinate the right next step.
