No-Code EDI Trading Partner Onboarding Demo
Using Sample Files to Onboard New Trading Partners
In this demo, you’ll learn how to use Cleo Integration Cloud’s self-service onboarding to quickly set up new trading partners using sample files you already have — no technical expertise needed.
What you’ll see in this demo...
- Add new trading partners directly from the Cleo Integration Cloud dashboard
- Upload sample EDI files (e.g., purchase orders, invoices, shipping notices)
- Automatically detect and configure transactions
- Define inbound/outbound directions and partner IDs
- Set up connections, routes, and endpoints with a few clicks
- Publish your configuration and start transacting immediately
Why it matters:
With Cleo’s self-service onboarding, your team can...
- Eliminate manual partner setup delays
- Accelerate time-to-revenue for new trading partners
- Gain full visibility and control over EDI configuration
- Reduce dependency on IT or managed services
Empower your business users to take charge of onboarding, quickly, accurately, and confidently.
Learn more about onboarding trading partners using Cleo: https://www.cleo.com/solutions/use-case/trading-partner-onboarding
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