Turn spreadsheets into structured documents — without manual re-keying.
Not every business system can generate EDI. CSV Uploads lets your team upload data from spreadsheets and exports, then converts it into the documents your trading partners expect — with validation and clear error feedback.
The problem it solves
CSV is still the default format for day-to-day operational data — especially when teams are working across multiple systems.
Without a structured upload flow, teams end up:
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copying and pasting between systems
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retyping order and invoice details
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fixing formatting issues after rejection
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losing time to manual checks and “why did this fail?”
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relying on one person who knows the process
CSV Uploads brings control and repeatability to bulk document creation.
What CSV Uploads does
Upload CSV files and generate documents
Convert uploads into structured documents used in B2B trading, such as:
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Orders and order responses
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Dispatch and shipping updates
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Invoices and credit notes
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Product and pricing data (where applicable)
Validate before sending
Catch missing fields, invalid formats and partner-specific rules before the document leaves your environment.
Clear error reporting
If something doesn’t validate, you’ll see exactly what failed and where — so the fix is quick and predictable.
Support bulk operations
Upload once, process many lines, and keep a consistent output structure even when data varies.
How it works
1) Upload your CSV
Use a defined layout (template) designed for the document type you’re sending.
2) Validate and preview
The platform checks required fields, formats and key business rules.
3) Generate the outbound document
Your data is mapped into the correct structure for your trading partner.
4) Send and track
Documents follow the same routing, acknowledgements and tracking as all other flows in XEDI.
Key benefits
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Reduce manual effort: stop re-keying orders and invoices
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Faster onboarding: start trading even if your ERP isn’t EDI-ready
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Lower error rates: validation catches issues early
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Operational consistency: repeatable upload templates and outputs
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Less dependency: processes don’t live in someone’s inbox
Best-fit use cases
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Suppliers onboarding a new retailer quickly
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Teams using spreadsheets for order processing or invoicing
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Businesses migrating systems and needing a bridge during transition
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SMEs who want EDI results without an ERP overhaul
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High-volume uploads where manual entry is too risky
FAQ
Do we need a specific CSV layout?
Yes — CSV Uploads works best with a defined template so fields map consistently. Once a template is set, uploads become repeatable.
What happens if the CSV contains errors?
The upload will fail validation with clear feedback so you can correct the data and re-upload without guesswork.
Can we upload multiple documents at once?
Yes — CSV Uploads supports bulk processing so you can generate multiple documents from a single file.
Does this replace integrations?
CSV Uploads is ideal when an integration isn’t available or isn’t ready yet. Many teams use it as a bridge, then move to full system integration later.