Getting Started

1. Create your workspace

1. Sign into the Datasync console and choose New Workspace.
2. Select your primary region (we recommend closest to your ERP/EDI systems).
3. Enable Single Sign-On and SCIM so identity stays in sync with your IdP.

2. Invite your team

• Navigate to Settings → Access Control.
• Add operations, IT, and vendor-management teammates with the appropriate RBAC roles.
• Use our predefined roles (Viewer, Operator, Architect) or create custom roles for fine-grained permissions.

3. Connect source systems

ERP / internal systems

• Install the Datasync agent or configure API credentials for SAP, Oracle, or NetSuite.
• Map canonical objects (orders, invoices, ASNs) using our guided wizard.

Existing transports

• Import current AS2 certificates or SFTP keys.
• Assign default retry policies, encryption suites, and archiving windows.

4. Onboard your first partner

1. Go to Partners → Add Partner and select a template (retail, logistics, healthcare).
2. Provide contact emails, AS2 IDs/SFTP credentials, and required documents.
3. Generate a test plan—Datasync automatically builds sample payloads and MDN expectations.
4. Kick off certification and monitor progress from the Live Visibility panel.

5. Monitor & alert

• Enable smart alerts for failed deliveries, retries, and SLA breaches.
• Stream observability data into your SIEM or chat tool with a single webhook subscription.

6. Move to production

• Click Promote once all test cases pass.
• Datasync handles certificate rotation, DNS updates, and partner notifications automatically.

Helpful links

• REST & Webhook API
• AS2 setup guide
• Support center