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.
Course Outline
Complete this training course to learn about:
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Conexiom overview
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Premier (smart templates) vs. Express (AI-powered) trading partners
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Setting up a new Premier trading partner (part 1):
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Creating a trading partner profile
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Uploading test documents
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Completing an initial configuration request
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Before Getting Started
Prior to completing this training course, please have the following completed to make the most effective use of your time:
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Confirm you have selected the right trading partner for Conexiom Automation.
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Gather at least 5-10 representative sample documents that include variations such as:
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Single vs. multiple pages
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Single vs. multiple lines
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Unique ShipTo Addresses
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Anything else unique to note (e.g. shipping instructions on one but not the other)
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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.