A complete walkthrough for businesses using x12port to manage their EDI trading partner relationships.
Go to /signup?type=client and fill in your name, company, and email. You will receive a 6-digit verification code by email — enter it on the verification screen to activate your account.
After verifying your email, you'll be taken to your dashboard automatically. On future logins, if you're connecting from a new device or browser, x12port will send a one-time device verification code to your email. This is a security feature to protect your account.
Your dashboard at /dashboard is the control center for your account. It shows:
Trading partners are the companies you exchange EDI documents with — retailers, suppliers, 3PLs, or any other business in your supply chain. Go to /partners to manage them.
Click AI Auto-Fill on the partner form, describe the company in plain English (e.g., "large US retail chain, sells electronics, uses AS2"), and the AI will suggest the industry, connection method, and transaction sets. Costs 1 credit.
Not sure what your EDI setup should look like? Click AI Setup Assistant, describe your business, and the AI recommends the right industry category and transaction sets for your trading relationships. Costs 1 credit.
The pipeline at /pipeline is a Kanban-style board that tracks each EDI order cycle from start to finish. It follows the standard X12 retail order lifecycle:
| Stage | Meaning |
|---|---|
850 — PO Received | A Purchase Order has been received from a buyer |
855 — PO Ack'd | The Purchase Order has been acknowledged by the supplier |
856 — Ship Notice | Goods shipped; Advance Ship Notice (ASN) sent |
810 — Invoiced | Invoice sent to the buyer |
820 — Payment Recv'd | Payment remittance confirmed |
Closed | Transaction cycle complete |
Click + New Flow, enter the reference/PO number, select the trading partner, add an optional description, and choose the starting stage. As the order progresses, click the advance button on each card to move it to the next stage.
Use the partner filter dropdown to focus on a single trading partner's flows, or leave it set to "All Partners" for a complete view.
Every EDI functional group must be acknowledged with a 997 Functional Acknowledgment. The tracker at /acks lets you log and monitor these obligations — both what you owe your partners and what they owe you.
Click + Log Ack Requirement, select the partner, direction (inbound or outbound), and the transaction set being acknowledged. Mark it as received or pending as documents flow in and out.
The transaction feed at /transactions is a real-time log of every EDI document that has been processed through your account. For each entry you can see:
Use the filters at the top to narrow by partner, transaction set, direction, or status.
The vault at /documents stores EDI and converted documents associated with your account. You can upload files directly, download stored documents, and view document details. Documents converted via the API can be auto-saved to the vault.
Visit /billing to see your current plan, purchase AI credits, or upgrade your subscription. x12port offers tiered plans — see /pricing for current rates and plan details.
If you need help, you have two options: