EDI Web Portal for Small & Mid‑Size Businesses
No ERP or CRM System in place? No problems.
View and process every EDI document right from your browser.
No ERP or CRM System in place? No problems.
View and process every EDI document right from your browser.
The EDI Web Portal by EDI2XML is a browser-based platform that supports businesses across all industries, while being especially valuable for transportation, freight, and logistics companies. It simplifies the exchange of essential EDI documents such as EDI 204 (Load Tender), EDI 210 (Freight Invoice), and EDI 214 (Shipment Status), without requiring ERP/CRM systems or complex integrations.
With over 25 years of experience as an EDI provider and systems integrator, we’ve packaged everything you need into one self-service platform.
The portal can sync with QuickBooks (and any other branded accounting, ERP, or CRM in the marketplace) and handles translation, routing, security, permissions, and notifications, enabling you to manage document workflows without installing extra software.
This portal is tailored for small and mid-size businesses that:
Work with multiple partners, across different industries and document standards, and want one central location for oversight and control.
With 25 years of EDI and integration expertise, we understand what businesses need—and what they don’t. We distilled enterprise-grade functionality into a platform that’s easy to use.
Everything you need for efficient, secure, scalable EDI exchange—whether you’re in retail, manufacturing, healthcare, or any other sector—is right here in one browser-based platform.
All EDI Web Service plans include:
Whether you’re just getting started or already exchanging EDI documents with multiple partners, we offer flexible pricing tailored to your business needs.
Contact us today to get free access and discover the right plan for your company.
Whether you’re looking to simplify EDI processes, integrate QuickBooks, or operate without an ERP system, we’re here to help.
Fill out the form below, and our team will get in touch to discuss your needs and walk you through the best setup for your business.
What is Electronic Data Interchange (EDI) and how does it work?
Electronic Data Interchange (EDI) is the automated exchange of business documents—such as purchase orders, invoices, and shipping notices—between companies in a standardized digital format. Instead of relying on paper, email, or PDF files that require manual entry, EDI allows data to flow directly between business systems.
How EDI works:
With EDI, businesses can reduce manual data entry, prevent errors, accelerate order processing, and stay compliant with trading partner requirements. The EDI2XML Web Portal makes EDI simple and accessible for companies of all sizes by combining automation, validation, and easy-to-use forms.
Can I use the EDI2XML Web Portal without an ERP/CRM or TMS?
Yes, the EDI2XML Web Portal can be used without an ERP or TMS system and functions as an independent, web-based platform for managing transportation EDI documents.
The portal allows shippers to upload, send, and receive EDI documents using only a web browser and internet connection, with no need to integrate enterprise software. All EDI transactions are handled within the portal interface, making it accessible even for organizations without advanced IT infrastructure or in-house EDI knowledge.
How does the EDI Web Portal sync with QuickBooks?
The EDI Web Portal from EDI2XML syncs with QuickBooks by acting as a bridge that automatically extracts invoice and other transaction data from QuickBooks, converts it into the required EDI formats (such as EDI 810, EDI 210 for invoices), and sends it to trading partners through the portal. This integration allows businesses to continue using QuickBooks for their accounting processes while seamlessly automating the exchange of EDI documents without manual data entry or changes to QuickBooks itself.
Which EDI document types does the EDI portal support?
The EDI Web Portal from EDI2XML supports a variety of standard EDI document types primarily used in transportation and logistics, following common industry standards like ANSI X12 (used mainly in North America) and EDIFACT (more common in Europe).
Key supported EDI document types include:
These document types cover essential operational functions such as tendering loads, invoicing shipping charges, tracking shipment status updates, and confirming receipt of EDI transmissions. The portal handles these standardized messages for electronic communication with trading partners, enabling efficient and automated workflows.
The portal’s support of both ANSI X12 and EDIFACT standards allows it to cater to a broad range of trading partners across regions, ensuring interoperability.
How does the EDI2XML Web Portal help reduce human errors in EDI document handling?
Regarding the concern about human errors in document handling, the EDI2XML Web Portal is designed to minimize those errors, by providing direct integration to a customer’s ERP/CRP system when available, and by using pre-built, structured forms for data entry, when the direct integration to a customer software system is not possible.
When working with forms, users interact with intuitive web forms that guide entry of information accurately. This pre-defined form structure significantly reduces the potential for mistakes that often occur with manual data handling.
The portal automates much of the EDI document processing workflow:
This approach provides error checks and validations during data entry and conversion, reducing human errors.
Users can efficiently manage documents without needing deep EDI technical expertise.
In summary, the EDI2XML Web Portal significantly improves efficiency and reduces errors compared to traditional web portals or manual EDI processes by leveraging structured forms and automated document handling instead of manual upload/download workflows.
How can small shippers or carriers manage trucking EDI?
Small companies can use easy-to-access platforms like the EDI2XML Web Portal that allow managing EDI documents via web browsers without needing ERP integration or complex configurations.
Small carriers often use QuickBooks, and EDI2XML Web Portal offer direct integration with QuickBooks Online to simplify billing and financial reconciliation processes.
What communication protocols does the portal support (e.g., AS2, FTP)?
The EDI2XML Web Portal supports multiple secure and reliable EDI communication protocols to connect with trading partners, including:
By supporting these widely used EDI protocols, the portal ensures seamless, compliant, and automated EDI data exchange for businesses of all sizes. This helps reduce manual errors, speeds up document processing, and maintains secure communication with trading partners.
Can the EDI Web Portal handle multiple trading partners with different document standards?
Yes, the EDI Web Portal from EDI2XML is designed to handle multiple trading partners, even if they use different EDI document standards. Here’s how it works:
Centralized Access. The portal allows you to view and manage all your EDI documents in one place, regardless of the partner or document type.
Multiple Document Standards Supported. Whether your trading partners use X12, EDIFACT, or other common EDI standards, the portal can display and process their documents.
Flexible Partner Management. We can connect multiple trading partners each with their own EDI specifications and requirements.
Document Visibility Without ERP. Even if your company doesn’t have a full ERP or CRM system, the portal lets you track, review, and proceed documents like invoices, purchase orders, or shipment notices.
Even if your company doesn’t have a full ERP or CRM system, the portal lets you track, review, and proceed documents like invoices, purchase orders, or shipment notices.
Is training included with the EDI portal subscription?
Yes, training is included with the EDI Web Portal subscription from EDI2XML. We offer email support as part of our service, which can assist with onboarding and training needs.
Additionally, EDI2XML provides a 30-day free trial, allowing you to explore the portal’s features and determine if it meets your business requirements before committing to a subscription.