Access the EDI/3PL Portal
Overview
You can access the Cin7 Omni EDI/3PL Portal and its complete visibility and streamlined processes as a new integration is being set up in a Cin7 Omni account. It allows users to monitor the set-up progress, submit required information, and perform compliance testing, right from a Cin7 Omni account. This reduces reliance on email for users to communicate with Cin7 Omni and can help accelerate the set-up process so the integration can be used sooner.
Access the EDI/3PL portal
One EDI/3PL Portal is added to an account for each new integration. To access the portal:
In the main Dashboard, under “Pending Connections”, select the new integration. This is the name of the EDI or 3PL being connected. (e.g., Amazon Vendor)
The EDI/3PL Portal “Status” page appears.
NOTE: The portal can also be accessed at any time under “Integrations” in the left Navigation Pane.
EDI/3PL portal pages
The EDI/3PL Portal includes pages used to monitor integration progress, submit information, perform testing, and learn about using an integration.
Status |
Track the progress of an integration as it is being set up. |
Setup |
Submit basic information to Cin7 Omni required to proceed with setting up an integration. |
Compliance |
Conduct testing and ensure data is flowing correctly through the integration. |
Resources |
Watch help videos on how to use the specific integration after it goes live. |