Create a New Partner

Create a new partner by using the Partners page to specify partner-specific information such as name, identifiers, endpoints, and validation rules.

Prerequisites

Before you create your first partner, make sure that you have configured your payload storage API and that you have the following information:

  • The partner’s name (usually the name of the company)

  • One or more partner identifiers (such as the AS2 ID, X12-ISA, X12 GS, and so on)

Steps

After meeting the prerequisites to create a partner:

  1. In Partner Manager, select Partners in the navigation menu.

  2. Click Create partner > Partner.

  3. Enter the following information:

    Setting Description

    Name

    Text string that uniquely identifies your partner

    Type

    Identifier type

    Qualifier

    Value that appears if you selected X12-ISA or EDIFACT-UNB as the type

    Identifier Value

    Value that uniquely identifies your partner in the EDI stream

  4. Click Create partner.

Configure Additional Partner Settings

Add the following settings for the new partner, either now or later on:

Settings Action Additional Information

Information about the partner, such as the partner’s address, website, and contact details.

Click Edit in the About section.

Additional identifiers to associate with the partner.

Click New in the Identifiers section.

Sender and Receiver Identifiers

Partner’s digital certificates, such as X.509 certificates.

Click New in the Certificates section.

Partner-specific endpoints to use for sending and receiving messages to and from your partner, including acknowledgement endpoints. If you plan to use host endpoints only, you don’t need to create partner-specific endpoints.

Click New in the Endpoints section.

Create and Configure Endpoints

Acknowledgements, validations, and control numbers for each message format that the partner uses. For X12, you can also configure character sets and separators (X12 send format only).

Click the links in the Validation and acknowledgement settings.

Next Step

After you create a partner and configure partner-level endpoints (if needed), you can set up message flows.

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