Stedi connector

Automate EDI and B2B Data Exchange Workflows with Stedi

Connect Stedi's cloud EDI platform to your entire stack and stop managing trading partners by hand.

What can you do with the Stedi connector?

Stedi is an API-first EDI platform that replaces legacy EDI infrastructure with developer-friendly tools for exchanging X12 transactions with trading partners. Integrating Stedi with tray.ai lets you build end-to-end supply chain automation—routing purchase orders, invoices, and shipment notices directly into your ERP, WMS, or order management system without manual intervention. Whether you're onboarding new trading partners or processing thousands of daily EDI transactions, tray.ai keeps your B2B data flows connected, reliable, and auditable.

Automate & integrate Stedi

Automating Stedi business process or integrating Stedi data is made easy with tray.ai

Use case

Automated Inbound EDI Order Processing

When Stedi receives an EDI 850 Purchase Order from a trading partner, tray.ai can instantly parse the transaction, validate required fields, and create a corresponding order record in your ERP or OMS. No manual re-keying of order data, and every inbound PO gets acted on within seconds of receipt.

Use case

Outbound Invoice Generation and EDI Transmission

As soon as an invoice is created or finalized in your billing system, tray.ai can map the invoice data to an EDI 810 transaction and submit it through Stedi to the right trading partner. The billing loop closes automatically, and faster invoice delivery means less time waiting on payment.

Use case

Advance Ship Notice Automation

When a shipment is confirmed or a tracking number is assigned in your WMS or shipping platform, tray.ai can generate and send an EDI 856 Advance Ship Notice through Stedi in real time. Trading partners stay informed, and you avoid the chargeback penalties that come with late or missing 856 notices.

Use case

Trading Partner Onboarding Workflow Orchestration

Onboarding a new trading partner means coordinating ISA/GS configuration, testing transaction sets, and validating acknowledgment workflows. tray.ai can orchestrate this multi-step process—creating partner profiles in Stedi, notifying internal teams via Slack or email, and tracking onboarding status in a project management tool—so nothing gets missed.

Use case

Functional Acknowledgment Monitoring and Alerting

Missing or rejected EDI 997/999 functional acknowledgments can signal serious transaction failures that hold up payments and shipments. tray.ai can monitor Stedi for acknowledgment statuses and trigger alerts to your operations team via PagerDuty, Slack, or email whenever a transaction goes unacknowledged or gets rejected by a trading partner.

Use case

EDI Transaction Data Sync to Data Warehouse

EDI transaction data—volumes, error rates, partner activity, transaction types—is useful for supply chain analytics but rarely makes it into reporting systems. tray.ai can stream Stedi transaction events into Snowflake, BigQuery, or Redshift, giving your analytics team a full picture of B2B data exchange performance.

Use case

ERP-Driven EDI Response Automation

When your ERP accepts, backorders, or cancels an order, tray.ai can generate the appropriate EDI 855 Purchase Order Acknowledgment and send it back through Stedi automatically. Trading partners stay informed of order status without your team manually crafting and transmitting response transactions.

Build Stedi Agents

Give agents secure and governed access to Stedi through Agent Builder and Agent Gateway for MCP.

Data Source

Look Up Trading Partner Profiles

Retrieve configuration details for EDI trading partners, including interchange settings, ISA identifiers, and partnership agreements. An agent can use this to validate partner configurations before initiating transactions.

Data Source

Fetch Transaction Set Details

Pull specific EDI transaction sets such as 850 purchase orders, 856 advance ship notices, or 810 invoices for downstream processing. An agent can parse and route these documents to the appropriate business workflows.

Data Source

Monitor EDI Transaction Status

Query the status of inbound and outbound EDI transactions to identify failures, acknowledgment states, or pending items. An agent can surface issues proactively and trigger remediation steps.

Data Source

Retrieve Interchange and Functional Acknowledgments

Fetch 997 or 999 functional acknowledgments to confirm whether trading partners have accepted or rejected submitted documents. An agent can flag unacknowledged transactions and escalate as needed.

Data Source

List Available EDI Guides

Access Stedi's library of EDI guides and transaction specifications configured for a given trading partner. An agent can reference these guides to validate document structure before sending.

Agent Tool

Translate EDI to JSON

Submit raw EDI files to Stedi for translation into structured JSON. An agent can drop this into an ingestion pipeline so modern applications can work with the data without touching raw EDI.

Agent Tool

Translate JSON to EDI

Convert structured JSON payloads into compliant EDI documents formatted for a specific trading partner and transaction type. An agent can run this as the last step before a document goes out the door.

Agent Tool

Send Outbound EDI Documents

Transmit EDI documents directly to trading partners via Stedi's network. An agent can own the full process from document creation to delivery, whether that's a purchase order, invoice, or ship notice.

Agent Tool

Generate Functional Acknowledgments

Create and send 997 or 999 acknowledgment documents in response to inbound EDI transactions. An agent can take acknowledgment generation off your plate entirely, keeping partners happy without manual work.

Agent Tool

Create or Update Trading Partner Configurations

Add new trading partners or update existing settings like ISA qualifiers, delimiters, and envelope configurations in Stedi. Useful for agents handling onboarding workflows where partner profiles need to be provisioned without manual setup.

Agent Tool

Validate EDI Documents

Submit EDI documents to Stedi for structural and compliance validation against a configured guide before transmission. An agent can catch formatting errors or missing segments early and avoid the back-and-forth that comes with partner rejections.

Agent Tool

Trigger Stedi Workflows

Kick off EDI processing workflows in Stedi when something happens upstream, like a new order or a shipment update. An agent can use this to keep EDI flows in sync with what's actually happening in your internal systems.

Get started with our Stedi connector today

If you would like to get started with the tray.ai Stedi connector today then speak to one of our team.

Stedi Challenges

What challenges are there when working with Stedi and how will using Tray.ai help?

Challenge

Translating Between EDI X12 and Modern API Data Formats

EDI X12 documents use highly structured, positional formats that look nothing like the JSON payloads modern SaaS applications expect. Teams end up writing custom translation logic every time they connect a new system to their EDI workflow—and that code is expensive to build and a pain to maintain.

How Tray.ai Can Help:

tray.ai's data mapping tools let you visually transform Stedi's parsed JSON transaction models—already normalized from raw X12—into whatever schema your downstream system requires. You can build reusable mapping logic and update it without engineering involvement when trading partner requirements change.

Challenge

Managing Per-Partner Routing Logic at Scale

Different trading partners send different transaction sets, use different segment qualifiers, and expect responses on different timelines. Hard-coding per-partner logic into a single integration works fine for two or three partners. Past that, it becomes a maintenance nightmare.

How Tray.ai Can Help:

tray.ai supports dynamic, data-driven routing using conditional logic and lookup tables. You can keep trading partner configuration in a spreadsheet or database and reference it at runtime, so your workflows automatically adapt to each partner's requirements without duplicating workflows.

Challenge

Handling EDI Errors and Exceptions Without Manual Monitoring

EDI failures—malformed transactions, missing acknowledgments, rejected segments—often go undetected until a partner calls to complain. By that point, your team is already hours behind on an issue that could have been caught in minutes.

How Tray.ai Can Help:

tray.ai lets you build dedicated error-handling branches in your Stedi workflows that catch API errors, parse Stedi rejection details, and immediately route issues to the right team via PagerDuty, Slack, or a ticketing system. Every exception is logged and actionable, not silently swallowed.

Challenge

Keeping EDI Transaction Records in Sync with Internal Systems

EDI transactions represent real business events—orders placed, shipments made, invoices sent—but this data often stays siloed in the EDI platform rather than showing up in your ERP, CRM, or analytics systems. That creates reconciliation headaches and blind spots in business reporting.

How Tray.ai Can Help:

tray.ai connects Stedi to your core business systems and automatically propagates transaction data in both directions. When Stedi processes a transaction, tray.ai ensures the corresponding record is created or updated in your ERP and logged in your data warehouse, keeping every system in sync.

Challenge

Scaling EDI Infrastructure Without Growing a Specialist Team

Traditional EDI requires specialized VAN knowledge and ongoing management by EDI analysts. As transaction volumes grow or new trading partners come on board, the operational burden grows with headcount—which makes expanding B2B commerce a costly proposition.

How Tray.ai Can Help:

Combining Stedi's API-first EDI infrastructure with tray.ai's automation platform means teams can handle significantly higher transaction volumes and more trading partner relationships without hiring proportionally. Workflow automation takes over the repetitive operational tasks that would otherwise land on someone's desk.

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Start using our pre-built Stedi templates today

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Stedi Templates

Find pre-built Stedi solutions for common use cases

Browse all templates

Template

Stedi EDI 850 to NetSuite Sales Order

Automatically creates a NetSuite Sales Order whenever Stedi receives an inbound EDI 850 Purchase Order, mapping all line items, quantities, and partner identifiers.

Steps:

  • Trigger on new inbound EDI 850 transaction event in Stedi
  • Parse and validate X12 transaction fields using Stedi's transaction model
  • Map EDI fields to NetSuite Sales Order schema and create the record via NetSuite API
  • Post a confirmation message to a Slack channel with order details and partner name

Connectors Used: Stedi, NetSuite, Slack

Template

Shipment Confirmation to EDI 856 ASN via Stedi

Monitors your WMS or Shopify store for fulfilled shipments and automatically generates and transmits an EDI 856 Advance Ship Notice through Stedi to the relevant trading partner.

Steps:

  • Trigger when a shipment is marked fulfilled in Shopify or your WMS
  • Look up trading partner ISA/GS identifiers from a Google Sheets reference table
  • Build and submit EDI 856 transaction payload to Stedi's API
  • Log shipment and EDI reference number to Google Sheets for audit purposes

Connectors Used: Stedi, Shopify, Google Sheets

Template

EDI 997 Acknowledgment Alert Pipeline

Polls Stedi for functional acknowledgment statuses and sends immediate alerts to PagerDuty or Slack when transactions are rejected or remain unacknowledged beyond a configured threshold.

Steps:

  • Schedule a recurring poll of Stedi's transaction API for pending acknowledgments
  • Filter transactions that are rejected or exceed the acknowledgment SLA window
  • Create a PagerDuty incident for rejected transactions requiring urgent attention
  • Post a summary digest to Slack for unacknowledged transactions needing follow-up

Connectors Used: Stedi, PagerDuty, Slack

Template

Stedi Transaction Events to Snowflake EDI Analytics

Streams all inbound and outbound EDI transaction events from Stedi into a Snowflake data warehouse table for supply chain reporting and partner performance analysis.

Steps:

  • Trigger on each completed EDI transaction event in Stedi
  • Transform and normalize transaction metadata including partner ID, transaction set, and status
  • Insert the structured record into the appropriate Snowflake schema
  • Optionally trigger a dbt Cloud job to refresh downstream supply chain analytics models

Connectors Used: Stedi, Snowflake, dbt Cloud

Template

New Trading Partner Onboarding Orchestration

Orchestrates end-to-end onboarding of a new EDI trading partner—from creating the partner profile in Stedi to notifying internal teams and tracking progress in Jira.

Steps:

  • Trigger from a form submission or CRM deal stage indicating a new partner is ready for EDI setup
  • Create the trading partner profile and configure ISA/GS settings via Stedi's API
  • Create a Jira ticket to track onboarding milestones and assign to the EDI operations team
  • Send a kickoff email via Gmail to the trading partner with testing instructions and a Slack notification to the internal team

Connectors Used: Stedi, Jira, Slack, Gmail

Template

ERP Invoice to EDI 810 Transmission

Watches for finalized invoices in your ERP and automatically maps and transmits them as EDI 810 transactions through Stedi to the correct trading partner.

Steps:

  • Trigger when an invoice is marked as approved or posted in NetSuite
  • Retrieve full invoice detail including line items, amounts, and partner identifiers
  • Map invoice fields to EDI 810 schema and submit transaction via Stedi API
  • Update the NetSuite invoice record with the Stedi transaction reference and post a Slack confirmation

Connectors Used: Stedi, NetSuite, Slack