Course Outline
Complete this training course to learn about:
- Conexiom overview
- Premier (smart templates) vs. Express (AI-powered) trading partners
- Setting up a new Premier trading partner (part 1):
- Creating a trading partner profile
- Uploading test documents
- Completing an initial configuration request
Before Getting Started
Prior to completing this training course, please have the following completed to make the most effective use of your time:
- Confirm you have selected the right trading partner for Conexiom Automation.
- Gather at least 5-10 representative sample documents that include variations such as:
- Single vs. multiple pages
- Single vs. multiple lines
- Unique ShipTo Addresses
- Anything else unique to note (e.g. shipping instructions on one but not the other)
- Contact Support to confirm if your Portal has First Pass Mapping (FPM) configured
Training Video
What’s Next?
Our team strives to complete test configuration requests within 1-3 business days.
For next steps, visit our Setting Up New Trading Partners – Part 2 training course.