| Applies toEDI Integration | AudienceAll users | Last updatedOctober 04, 2025 |
Execute the following steps to configure EDI in GoldFinch:
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Contact GoldFinch consultants for information on the manual web portal or automatic API options.
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If you choose the automatic API option, the following will be done with the GoldFinch consultants:
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Installing and configuring the GoldFinch EDI integration module in your instance.
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Working with your EDI Software Provider to establish API connectivity.
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Providing technical integration design documents to your EDI Software Provider, you can work with them to test sample EDI transactions before Go Live.
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For EDI 850/810/855/856, we will set up the following:
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Set up an Alternate Shipping record for every Ship-to address.
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Alternate Shipping - EDI Shipping ID (usually it is in the N104 segment)
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Alternate Shipping - Name (usually it is the ST ID)
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Cross-References for each trading partner and for each item that you trade with them.
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For EDI 940/945/944/945, we will set up the following:
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These documents can be used for non-EDI orders.
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Set up an Alternate Shipping record for every Ship-to address.
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3PL Warehouse DUNS. If there is no DUNS, we will use the Warehouse Postal Code.
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Each of the 3PL Warehouses could have different requirements.
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If you have already installed and configured the EDI integration module in GoldFinch and you have a new trading partner:
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Contact your EDI Software Provider to configure their connectivity with your trading partner.
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Set up Account, Alternate Shipping, and Cross-References for the trading partner in GoldFinch.
Article Get-Started-with-EDI-Trading-Partners · Last updated October 04, 2025 · GoldFinch ERP Help Center
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