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EDI onboarding your team controls — partner certification stays theirs

Tell Signal who you are, paste or upload the partner mandate in Connect, and review the draft path with visible status. Validate in the sandbox. Partner testing and production approval remain on the buyer's calendar.
Self-serve ConnectSandbox validationPartner still certifies

Verify before you start

HIPAA CompliantAudit trailsSOC 2 Type IService policy

Key takeaways

  • Self-serve path: mandate in, validated workflow out, status visible throughout.
  • Partner certification stays theirs — access, test queue, and written approval.
  • Managed onboarding exists as a paid add-on for heavy certification waves.

Know who owns each gate

Onboarding stalls when teams confuse readiness on their side with approval on the buyer's side. The table below keeps the boundary explicit.

You control

Mapping, validation, readiness

Mapping drafts, validation runs, identifiers, and test files — plus sandbox and synthetic checks before anything reaches the partner mailbox.

Partner controls

Access, testing, approval

Portal access, test queues, certification cases, and written production approval run on the buyer's calendar — SignalEDI prepares your side and keeps the wait visible.

Profiles, playbooks, and the mandate guide

Partner profile catalogs, the managed add-on, and the buyer-packet guide connect here — one hub, no second onboarding doctrine.

Partner onboarding profiles

Retail, healthcare, and logistics profile catalogs for program-specific requirements.

Open the path →

Managed onboarding

Hands-on help for certification waves, as a paid add-on to self-serve.

Open the path →

Customer requires EDI

The buyer-packet-first guide: collect, scope, validate, certify.

Open the path →

Evaluate without a sales call

Most buyers are not ready to buy on the first visit. Start with a free tool or requirement check — then trial when you are ready.

Onboarding FAQ

What happens after I sign up for EDI onboarding?

Tell Signal who you are, paste or upload the partner mandate in Connect, and Signal drafts the path with visible status: confirm the item match, choose draft versus post behavior, send a test, and reach first proof in-session. Then validate in the sandbox before partner testing.

Who certifies us — SignalEDI or the partner?

The partner. You control mapping drafts, validation, identifiers, and test files; the partner controls access, test queues, certification, and written go-live. Managed Partner Onboarding is available as a paid add-on when certification waves need hands-on help.

How much does managed onboarding cost?

Self-serve onboarding is included on paid plans. The Managed Partner Onboarding add-on is $750 per partner when certification waves need hands-on help — see the managed onboarding solution page before you commit.

When do paid plans start?

Evaluate with a 30-day trial that needs no credit card, including Connect and sandbox paths. Paid plans — Seasonal $99, Starter $199, Growth $999, Enterprise $1999 per month — apply at production go-live, when live keys are issued.

Start onboarding on your own calendar

Start a 30-day free trial — no credit card. Connect and sandbox included; production go-live with live keys is when paid plans apply.

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