Setting Up Premier Trading Partners - Pt. 1

Complete this training course to learn about: Prior to completing this training course, please have the following completed to make the most effective use of your time.

1. Course Outline

2. Before Getting Started

3. Training Video Course

4. Next Steps

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

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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.