Generate an EDI Project with a Trading Partner .csv file
These steps describe how to use the Project Generator to create multiple EDI Projects based on trading partner data contained in a .csv file, which includes a defined set of Enveloping Headers that must be populated with your own trading partner information. Cleo provides a csv template file for both X12 and EDIFACT standards.
The Trading Partner.csv file option uses inbound trading partner data in the form of a .csv file. This contains enveloping attributes and values for multiple trading partners. The Project Generator parses through this data, and can identify which specific information belongs to a specific trading partner. Based on this, individual Projects can be generated for each trading partner.
This option is the recommended method when migrating large number of trading partners to your environment, or when sample EDI data may not be available.
Required Enveloping Headers
- For X12: Trading Partner, Sender ID (ISA06), and Sender ID Qualifier (ISA07).
- For EDIFACT:Trading Partner, and Interchange Sender ID (UNB02-01)
Obtaining the csv template file
Sample csv template files for both X12 and EDIFACT are available for download through an SVN repository provided by Cleo: https://cleo.plan.io/svn/examples. Please refer to Connecting to the Cleo Repository for access information.
- There must be at least one Project in the same Workspace that you’ll be using to generate a new Project.
- Always have the Local Test Server stopped at time of Project generation.
- The Project Template should be a well-structured inbound or outbound EDI project that follows recommended naming conventions and practices.