Trading partner onboarding

Trading Partner Onboarding

No one wants to be bounced around.
Streamline your onboarding.

You can’t afford to take weeks—or even longer—to onboard new trading partners. Cleo solutions shorten onboarding cycles and eliminate custom-coded, one-off integrations between internal systems and your key partners. Streamline your ecosystem and get down to business.

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Automated integration processes that let you say “yes” to new business faster
Save time and money on integration processes

Cut onboarding time in half

Leverage previously created project templates to speed data mapping processes


Easily connect internal systems, SaaS applications, and external trading partners

Accelerate data transformation and orchestration

Create automated processes to quickly transform any data file type, then securely route data to intended targets

Data integrity and compliance solutions

Ensure full compliance

Maintain SLA and industry compliance with real-time views of all data exchanges

We were reliant on our ERP vendor to provide what we needed and were at their mercy for timelines and for cost. Now we are self-sufficient and can also integrate with various systems. The end result is that we can now call the shots and do not have to worry that expensive, slow to turn over and buggy EDI mapping will cause us even more problems once we commission them.

Mauro Biefeni

IT Manager, Mondetta Clothing Company

Ecosystem Integration Combines Integration Technology with Persona-based Insights
Click into the core capabilities to learn more

Say, "Yes," to Any New Trading Partner

 Ecosystem integration makes it easy to add, remove, or modify business-critical trading partner connections, so you can get revenue-driving business relationships up and running faster.


Browse our Trading Partner Network


Say goodbye to complex and time-consuming onboarding processes. Rapidly provision new trading partner connections and facilitate frictionless end-to-end integration flows vital to growing revenue. 

User Review: C.R. England

"The setup time to create a new customer package has drastically reduced by 50% from our old application."

Heidi Olsen, EDI Specialist   |   C.R. England

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Ensure partner engagement

• View end-to-end partner data transactions in real-time

• Drive business intelligence

• Enable data, of any type or size, to be read by analytics tools

View end-to-end partner data transactions in real-time

Start doing new business now

• Onboard new partners in hours instead of days

• Accept any data type from any partner system

• Seamlessly route data according to established business rules

Read Onboarding Tips

Onboard new partners in hours instead of days

Drive partner satisfaction

• Maintain SLA compliance with end-to-end data governance

• Move data with the most secure protocols on the market

• Fortify a strong vendor scorecard through faster partner response times and improved trading partner management

Drive partner satisfaction and maintain SLA compliance with end-to-end data governance

Maximize efficiency

• Onboard new partners without disrupting existing operational flows

• Eliminate the risk of costly errors from manual one-off integrations

• Remove maintenance costs and the need for specialized skill sets

Talk to an Onboarding Expert

Maximize efficiency

Trading Partner Onboarding with Cleo Integration Cloud

Cleo Integration Cloud allows companies to say “yes” to new business faster by automating trading partner onboarding processes and eliminating risk of SLA non-compliance.


Utilize collaboration tools to enable a truly interactive onboarding process


Automate the re-use of integration patterns to accelerate onboarding

Advanced technology

Access next-generation tooling with real-time visibility, and governance


Choose to have Cleo experts handle heavy onboarding processes, like mapping, while still maintaining control


Leverage advanced integration technology and expertise to streamline integrations