EDI Managed Services | Cleo
EDI Managed Services

Operate EDI your way — with Cleo experts when you need them

Cleo Managed Services helps teams reduce the operational burden of EDI with 24/7/365 expert support, flexible service models, rapid partner onboarding, faster issue resolution, and visibility across critical partner transactions.

Choose the operating model that fits your team: self-service control, fully managed operation, or a blended model that combines your visibility with Cleo’s integration expertise.

24/7/365 support
1-hour response guarantee
80% faster error resolution
900+ years expertise
Flexible service models
AI-powered services
See It in Action

Learn how Cleo experts help keep EDI operations moving

Managed services should not mean losing control or visibility. Cleo gives teams access to EDI and B2B integration experts while keeping critical operational context inside the same platform that powers modern EDI and supply chain orchestration.

Watch how Cleo’s managed services approach helps teams simplify implementations, respond faster, and operate EDI with more confidence.

See how Cleo Managed Services combines expert support, flexible operating models, and platform visibility.
Modern Managed Services

Break free from traditional black-box EDI support

Traditional managed services can leave teams waiting, guessing, or disconnected from their own trading partner operations. Cleo is designed to give you the expertise you need without sacrificing transparency, flexibility, or control.

Visibility, not black boxes

Maintain insight into transaction history, order processing, SLA management, support tickets, and real-time operational data.

Control and flexibility

Switch between fully managed, hybrid, and self-service models as your business and internal capacity change.

Faster issue resolution

Use Cleo’s tech-enabled managed services, proactive alerting, and expert coordination to resolve errors faster.

Rapid partner onboarding

Leverage Cleo’s EDI/B2B experts to onboard trading partners, support testing, and manage changes post-production.

Proof Points

Expert-backed EDI operations with platform visibility

Cleo’s managed services team brings deep EDI and B2B integration experience to onboarding, monitoring, issue resolution, mapping updates, change management, and ongoing optimization.

Get expert help without giving up the transparency and control needed to run business-critical partner workflows.

80%

faster error resolution than resolving solely in-house.

900+

combined years of B2B integration experience across the team.

24/7

global EDI/B2B support for monitoring, onboarding, testing, and changes.

Cleo experts can help with:

  • Trading partner onboarding, testing, and production readiness
  • Map creation, mapping updates, and partner requirement changes
  • EDI/API transaction monitoring and issue resolution
  • Post-production changes, upgrades, and ongoing optimization
  • Flexible responsibility models as internal resources evolve
  • Cleo AI and platform visibility to support faster exception management
Service Models

Choose the EDI operating model that fits your team

Your EDI operating model should adapt as your team, partner network, and transaction complexity change. Cleo gives you options without forcing a platform change.

Self-service

Build and manage your integrations using Cleo’s platform while keeping direct internal control over workflows.

Managed service

Let Cleo experts handle EDI operations, monitoring, onboarding, issue resolution, updates, and support.

Blended support

Keep control where you want it and rely on Cleo expertise where your team needs added capacity or specialization.

Customer Video

Self-service, managed service, or hybrid — choose the model that fits your team

Gourmet Foods started with self-service EDI, moved to fully managed services, and now uses a hybrid model that gives the team flexibility to do some work in-house while leaning on Cleo experts when needed. Hear why that flexibility matters as EDI demands grow.

Customer Voices

What customers say about Cleo Managed Services

Cleo customers use managed services to shift integration burden, accelerate onboarding, resolve issues faster, and keep mission-critical partner transactions moving.

600k+ transactions/month
Cleo’s team helped us move all this complex integration work out of our in-house data center in favor of a Managed Services approach where we entrust Cleo to do the onboarding, the map creation – everything.
Rich McNaught, Senior Director of IT, Brother International
G2 verified review
Cleo's support - Managed Services and their ops/implementation teams are great. Very patient and great with questions/follow-up.
Verified G2 User
Flexible support
The Cleo team has been extremely flexible on working through our needs with us and finding appropriate solutions. They have been quick with development and have provided great support throughout the process.
Aimee K., G2 Reviewer
How It Works

From onboarding to optimization, Cleo experts help keep EDI moving

Cleo Managed Services supports the full EDI operating lifecycle — not just one-time setup or break/fix support.

1AssessReview your partners, documents, systems, service model, and support needs.
2OnboardConfigure partners, maps, testing, validation, and production readiness.
3MonitorTrack EDI/API workflows, transaction status, tickets, and operational health.
4ResolveCoordinate faster issue resolution across your team, partners, and Cleo experts.
5OptimizeAdjust workflows, service model, maps, partner changes, and platform usage as needs evolve.
Compare

Why teams choose Cleo over traditional EDI managed services

Visibility
Black-box service model with limited insight into transactions and issues
End-to-end visibility through Cleo Integration Cloud and operational reporting
Control
All-or-nothing outsourcing that removes internal flexibility
Self-service, managed, or blended models that can evolve with your team
Onboarding
Slow setup, long testing cycles, and delayed revenue from new partners
Expert-backed trading partner onboarding, testing, and post-production changes
Issue resolution
Support delays and customer-led troubleshooting for critical issues
24/7/365 support, proactive alerting, and faster expert-assisted resolution
Growth
Managed services that do not adapt as partner networks and transaction volumes grow
Flexible services that scale from EDI compliance to EDI/API integration and supply chain orchestration
AI + platform
Manual support processes disconnected from execution data
Cleo AI and platform visibility help teams detect patterns, classify errors, and improve operations
Contact Us

Get EDI expertise without giving up visibility or control.

Tell us where your team needs support — onboarding, mapping, monitoring, issue resolution, platform operations, or a blended model. We’ll help you identify the right managed services path.

What we can help you map out

  • Which service model fits your internal resources
  • How to reduce onboarding, mapping, and issue-resolution burden
  • Where Cleo AI and platform visibility can improve support operations
  • How to scale from managed EDI to broader supply chain orchestration

Talk with a Managed Services specialist

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FAQ

EDI Managed Services FAQs

What are EDI managed services?

EDI managed services help businesses operate, monitor, support, and optimize EDI and B2B integration workflows with help from external experts. Cleo Managed Services can support onboarding, mapping, transaction monitoring, issue resolution, updates, and ongoing operations.

Can we switch between managed service, blended support, and self-service?

Yes. Cleo supports flexible service models so customers can move between self-service, managed service, and blended support as their business needs and internal resources evolve.

Will we lose visibility if Cleo manages EDI for us?

No. Cleo Managed Services is designed to provide transparency and visibility through Cleo Integration Cloud, including transaction history, order processing, SLA management, support tickets, and real-time operational data.

What hours does Cleo’s managed services team operate?

Cleo’s managed services team operates 24/7/365, helping monitor integrations and support business-critical partner workflows even outside normal business hours.

How does Cleo AI support managed services?

Cleo AI and platform visibility can help detect abnormal transaction patterns, classify errors, support guided resolution paths, and give teams more context for faster issue management.