Cleo Logistics Solution Overview

Hi, I’m Jacob Olson, and today I’ll be talking to you about Cleo Integration Cloud.


Cleo Integration Cloud is a data integration platform enabling you to tie together your mission-critical processes, like Load Tender to Invoice, in a cloud-native platform with the ability to self-serve and leverage Cleo for any of your integration, partner setup, analysis, troubleshooting, and other key day-to-day activities.

Cleo Integration Cloud has extensive support for EDI, API, and other structured data, along with all of the industry-standard communications protocols like AS2, SFTP, REST, and even email and other low-tech methods, all in a single platform. 

During today’s demonstration, I’ll walk you through some of the key capabilities that Cleo’s platform offers, and in particular, we’ll discuss how Cleo Integration Cloud supports customers across all aspects of the supply chain, including Logistics, 3PL, 4PL, Carriers, Freight Forwarders, and many others.

If it has to do with moving goods or integrating with suppliers and customers who need goods moved, Cleo is the perfect fit.

So let’s take a look at what Cleo Integration Cloud can do –

First, we’ll take a look at what we call our cockpit. This is an at-a-glance view within the system showing all of your transactions – this is all real-time data so any event, successful, in-flight, or in a failed state is immediately visible.

This Dashboard view is configurable per user so if your Customer Service Representatives and Integration Managers are interested in more detailed information about particular Load Tenders and Status Updates, but your Executive Managers and CFO are more interested in identifying missed load tenders or the total invoiced amounts for key customers, each of them can customize their views to focus on the analytics that are most important to them.

Each of these tiles can be clicked into to view deeper detail behind these aggregate totals, such as Issues that we can see here have recently spiked.

Having these types of trends and totals at your fingertips allows you to quickly identify issues and greatly reduce your resolution time. 

Similarly, if you’re looking for the state of a particular transaction such as a Load Tender you can simply click on that tile and you’ll be taken to the Messages view which enables you to see a more detailed view of your recent Inbound Load Tenders.

Within each tile, you can now see the transaction type, detail like Trading Partner name, a summary of content within that transaction, and any associated status like an open issue or a resolved issue.

Note that you can search and filter on any of this data, so you have the ability to filter by a partner or by transaction type, or even search based on a Load ID or other detail contained in the payload to quickly find the detail you’re looking for – this enables you to immediately be put onto an issue or identify the status of anything within the platform.


If you like a little more detail on the screen you can always change the view to the Grid view rather than the tile view.

Once you’ve found the transaction you’re looking for you can simply click into that transaction to be taken to the Process view.

This will not only load the detail for that particular transaction, but it will also show the associated transactions that make up the entire process – in this case, a full Load Tender to Invoice flow.

This allows me to immediately identify how far along this particular process flow is based on this Load Tender, but even better, if something fails during this flow, I can see exactly what lead up to that failure and where to begin my issue resolution and root cause analysis. 

Each of the transactions associated with this Load Tender can also be immediately viewed so you can now look at the corresponding Invoice which was sent to this customer – all the way down to the payload including source and target with the ability to even do a side-by-side comparison to see what was transformed and all without leaving this view.

This is really important for EDI Specialists and Integration Developers who need this deep level of visibility throughout the day.

Additionally, you can even look at the end-to-end flow of each transaction to see how it was triggered, what data was fed in, how it was transformed, and where it ultimately was sent.

In this example, I have a Status Update that was delivered to a customer via an AS2 connection, but you’ll also see that there were three API calls that were made, the first to retrieve some latitude and longitude information, and the second and third to pass the updates to other TMS and Supply Chain Visibility platforms.

This blend of API and EDI capabilities in the same platform is extremely powerful especially for these types of omnichannel use cases. 

You’ll notice the source for this process was a folder – this is actually a Cleo Agent which is deployed in a data center monitoring for data from my TMS and kicking off this process.

This Agent is really interesting because it’s fully configured from the Cloud.

You just choose what to name the endpoint and choose the operating system which it will be installed on, and the platform will generate an installer script which you run on your remote system – it doesn’t matter if that is in your own data center, a private cloud, hosted environment, or otherwise, the Agent is really lightweight and once setup easily bridges between your applications and Cleo Integration Cloud.

Last, note that all of your partner connections can be configured and controlled in a self-service manner through the Cockpit as well, including building AS2, SFTP, Web Portal, and even email connections. Those accounts and connections can then be used as a source or destination for all of the flows you set up within the platform.

That’s a quick look at Cleo Integration Cloud. I hope this gives you a sense of the powerful capabilities of the platform. Of course, if you have questions or if you’d like some more detail on Cleo Integration Cloud please don’t hesitate to reach out!

Thanks for your time today, we hope to work with you soon.