Quickstart Guide Magento 2 EDI Integration 2022

Popular Quickstart Guide Magento 2 EDI Integration 2022 and workflows

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Popular Quickstart Guide Magento 2 EDI Integration 2022 and workflows

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Magento 2 EDI Integration

What is EDI.

What types of data is exchanged with EDI

EDI stands for Electronic Data Interchange. It is the electronic exchange of business documents between companies. EDI replaces paper documents such as purchase orders and invoices with electronic versions. This allows businesses to exchange documents quickly and efficiently.

There are three types of data that can be exchanged with EDI:

1) Business Data: This includes information such as customer orders, product catalogs, and invoices.

2) Transportation Data: This includes information about shipments, including tracking information and delivery schedules.

3) Financial Data: This includes information about payments, credit, and collections.

How does EDI work

EDI works by exchanging documents electronically between two companies. Each company has an EDI system that converts the documents into a standard format that can be read by the other company's EDI system. The two systems then communicate with each other to exchange the documents.

EDI systems can be used to exchange any type of document, but they are commonly used to exchange purchase orders, invoices, and shipping manifests.

What is Magento 2.

What features does Magento 2 have

Magento 2 is an eCommerce platform that offers a variety of features to online merchants. These features include a customizable checkout process, product catalog management, order management, and customer account management. In addition, Magento 2 provides a REST API that allows developers to integratethe platform with third-party applications.

Why use Magento 2 for EDI integration

Magento 2 is a good choice for EDI integration because it offers a flexible and scalable architecture. Additionally, the Magento 2 platform can be easily customized to meet the specific needs of your business.

Step-by-step guide on Magento 2 EDI Integration.

What are the prerequisites for Magento 2 EDI Integration

In order to integrate Magento 2 with an EDI system, you will need the following:

-A working installation of Magento 2.

-Access to a Magento 2 admin account.

-EDI software that is compatible with Magento 2.

-An understanding of how EDI works and how it can be used to exchange data between systems.

How to install the Magento 2 EDI extension

Installing the Magento 2 EDI extension is a simple process that can be completed in a few steps:

1) Download the extension from theMagento Marketplace.

2) Unzip the file and upload it to yourMagentoroot directory.

3) Enable the extension by runningthe following command: php bin/magento module:enable Vianetz_Edi

4) Upgrade your database schema by runningthe following command: php bin/magento setup:upgrade

5) Flush your caches by runningthe following command: php bin/magento cache:flush

How to configure Magento 2 EDI settings

Configuring Magento 2 for EDI is a straightforward process that can be completed in a few steps:

1) Log into your Magentoadmin account and navigate to Stores > Configuration > Sales > Edi Settings.

2) Enter yourEDISender ID, which is typically your company name or abbreviation.

3) Select theEDIDocument Type that you will be using for exchanging data with your trading partners (e.g., orders, invoices, etc.).

4) Enter theEDIRecipient IDs for each of your trading partners. These are typically provided by your trading partner or their software vendor.

5) Select anEDIAcknowledgement Type, which determines how you will receive acknowledgement messages from your trading partners confirming receipt of your documents (e.g., email, fax, etc.).

6) Save your changes by clicking on the “Save Config” button at the top of the page.

How to map EDI data to Magento 2 fields

Mapping EDI data to Magento 2 fields is a simple process that can be completed in a few steps:

1) Log into your Magentoadmin account and navigate to Stores > Configuration > Sales > Edi Mapping.

2) Select theEDIDocument Type that you will be using for exchanging data with your trading partners (e.g., orders, invoices, etc.).

3) Enter theEDIField Name for each field that you want to map (e.g., order number, invoice number, etc.).

4) Enter theMagento 2 Field Name for each field that you want to map (e.g., order_id, invoice_id, etc.).

5) Save your changes by clicking on the “Save Config” button at the top of the page.

How to test Magento 2 EDI integration

Testing Magento 2 EDI integration is a simple process that can be completed in a few steps:

1) Log into your Magentoadmin account and navigate to System > Integrations.

2) Click on the “Add New Integration” button.

3) Enter anIntegration Name and select “EDI” from the list of Integration Types.

4) Click on the “Create” button.

5) Follow the prompts to complete the configuration of your new EDI integration.

6) Once you have finished configuring your EDI integration, click on the “Test Connection” button to test the connection between Magento 2 and your EDI system.

Conclusion

EDI integration is a great way to streamline data exchange between Magento 2 and your trading partners. By following the steps in this guide, you can successfully configure Magento 2 EDI and start exchanging data seamlessly.

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