UniLink follows a detailed, proven roadmap to ensure a successful EDI implementation for our customers. At a high level, the steps involve:

  1. Setting up the ERP to generate EDI data file output for all required trading partner companies

  2. Installing UniLink’s PowerLink software script for bi-directional file movement to/from the UniLink data center

  3. Creating a prioritized list of trading partners and transaction types to implement, including contact information for each trading partner

  4. Generating comprehensive outbound test documents for each trading partner/transaction type

  5. Creating additional outbound test documents to address specific trading partner data scenarios (drop shipments, multi-page orders, non-stocks, etc.)

  6. Reviewing SXe imports with each applicable trading partner for inbound transaction sets, and documenting any mapping changes required  

  7. Making all identified changes, marking the outbound or inbound transaction “Approved,” and invoicing the transaction

  8. Monitoring all initial production EDI transactions, implementing any necessary modifications to live transactions, and resending the transactions


UniLink is thoroughly involved in the e-invoicing implementation, freeing you up to run your business. As part of the implementation:

  • UniLink contacts all trading partners to determine their data format requirements.

  • UniLink provides whatever communication methodology is required.

  • The customer doesn’t need a VAN service, eliminating the associated mailbox and kilo-character fees.

  • UniLink communicates directly with all trading partners to identify any required mapping changes, implements those changes, and sending the updated test transactions.

  • UniLink solicits transactions from trading partners to test inbound transactions to the customer. 

Case Study: Distributor EDI Implementation


A very large electrical distributor, with many branches from the Northeast to Texas, needed to transition from their homegrown legacy system to a new commercial ERP.

A major consideration in making this move was how to handle their 235 EDI maps and massive monthly transaction flow. A single person had been responsible for their legacy system’s EDI, and this employee was set to retire before the new ERP would be rolled out and live throughout the distributor’s branches.


To avoid the effort and cost of implementing and managing the EDI process internally, the distributor turned to UniLink.

Training all personnel on the new ERP took the distributor about 16 months. At the 14-month mark of the project, UniLink had all 235 of their maps tested and approved for production. Consequently, once the distributor was ready to go live on SXe, their EDI was ready and waiting for them to use.


Immediately, the distributor moved to implement new transactions with other customers, suppliers, and buying groups.

In fact, as part of these new implementations, UniLink connected the distributor's CribMaster automated tool crib machines to automatically handle ordering from branches of their Industrial Distribution sister company.

About half way through the ERP conversion, the original EDI guru retired, without affecting the successful completion of this transition project.