Hello Valued Customer,

Thank you for submitting an EDI survey to kick off your EDI project!

Our EDI team will be responsible for completing EDI connections (X12, XML, CSV and Tab-delimited Import and Export), SFTP, adding a new retailer to a connection and creating/modifying a UCC-128 label.

Before a scoping call can be scheduled, please review which connection you are looking to achieve and follow the steps outlined below:

EDI connection: (X12, XML, CSV and Tab-delimited Import and Export):Confirm with your client if they will be mapping to our specifications.
- You can provide them with this help article that has our specs listed with samples to guide them on that decision; EDI Specs and Samples
- Please email your Customer Success Manager (CSM) advising if your customer will be mapping to our specifications or will Extensiv need to be building to your customer specifications. Also, please provide the following contacts (name, phone and email):
  - Your Customer
  - The EDI Integrator
  - Send an email with this subject format with the above-requested information from points #1 and #2:Subject: EDI project submission response: “Warehouse Name” / “Customer Name”

SFTP: Please confirm with your client who will be hosting the SFTP
- Send email to your Customer Success Manager (CSM) with the requested information from point #1. Please use the following subject header; Subject: SFTP connection submission response: “Warehouse Name” / “Customer Name”

Adding a New Retailer
- Please confirm with your client if they will need to you print UCC-128 labels.
- Please email your Customer Success Manager with the above requested information. With the subject line. Subject: New Retailer submission response; “Warehouse Name” / “Customer Name”

Creating / Modifying a UCC-128 Label:
- Please confirm if the retailer you are requesting a label for is on the following list, UCC Label Library
- include any mock-ups or instructions in your email to your CSM
- Please email your Customer Success Manager (CSM) with the requested information with the following subject line. Subject: Creating / Modify UCC-128 Label submission response; “Warehouse Name” / “Customer Name”
- If your customer is requiring UCC-128 label when adding a new retailer. We ask that you submit 2 surveys, 1 for the adding of a retailer and 1 for the UCC-128 label.

Once the above steps have been followed, your Customer Success Manager will be reaching out to schedule a time to hold a scoping call. There are some instances that a scoping call will not be needed and a quote will be sent directly to you as a next step.

If a scoping call is being requested, we require that you, the EDI integrator, and the customer are on the call. If all parties are not on the requested call, we reserve the right to reschedule the call for a later date which will extend your project deadline.

We appreciate your full cooperation in advance as this process is intended to improve EDI project turnaround time and quicker responses to your client.

Thank you!

EDI Scoping Survey