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Use this guide to replace email attachments with a portal or EDI for exchanging order, shipment, and invoice data with partners.

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Key concepts

  • Portal: A shared screen where partners log in to view the latest orders and invoices
  • EDI: A mechanism for exchanging CSV or fixed-format files in a predefined structure
  1. Align on required fields with partners: share the needed fields (PO number, item code, quantity, etc.).
  2. Decide the integration method: portal only, or portal plus EDI (CSV/API/iPaaS).
  3. Validate with test data: run a round-trip test using a small set of orders and shipments.
  4. Set up notifications: alert via email or chat when new data arrives.

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What you can do with Sanka

  • Set partner-specific access permissions and share only what is needed.
  • Support CSV/Excel import and export out of the box.
  • Use iPaaS to integrate with existing systems bidirectionally and reduce manual entry.
  • Keep status and history to track who reviewed or updated data and when.