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You can complete most EDI setup and testing yourself in Owlery. Contact Support only when a required shipper connection is missing or you are ready for production activation.

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Set Up Your Connection

Where to find it: Dashboard → EDI Test
1

Choose the Shipper

Select the shipper under Owlery EDI Connection.If the shipper is not listed or its ISA configuration is missing, contact support@owlery.ai. Owlery must complete that shipper-side setup before you can test.
2

Configure Your Carrier ISA ID

Under Carrier EDI Connection, click Configure ISA ID.Enter your ISA Qualifier and ISA ID, then click Save. You can return here and click Edit if either value changes.
3

Generate SFTP Credentials

Under SFTP Setup, choose Password or Public Key, then click Generate Credentials.Save the connection details shown in Owlery. If password credentials already exist, you can click Get 1Password Share Link to retrieve them securely.
4

Configure Your Translator

Use the connection details and directory structure shown in EDI Test to connect your translator.Follow the EDI Guidelines for transaction requirements, file handling, identifiers, acknowledgements, and test-versus-production rules.
Missing carrier ISA or SFTP setup does not require Support. Complete those items directly in EDI Test.

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Complete Guided Testing

Where to find it: Dashboard → EDI Test → Test Plans
1

Start a Test Plan

Choose the shipper and click Start Test for the required plan.If Start Test is unavailable, follow the message shown in Owlery. It distinguishes steps you can complete yourself from missing shipper-side setup that requires Support.
2

Follow the Active Step

Owlery shows the current test action, load, and sample for each step. Complete only the active step.
3

Review Validation Results

Owlery validates the transaction and advances the test when it passes. If it fails, review the result and correction hint, update your transaction, and retry the step.
4

Complete Every Required Plan

Continue until each required plan shows Passed.
Use the EDI Guidelines as the source of truth for transaction structure and field-level requirements.

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Request Production Activation

After every required test plan passes, email support@owlery.ai to request production activation. Owlery verifies the connection and enables live EDI for the carrier-to-shipper relationship. You continue using the connection credentials created in EDI Test. Follow the EDI Guidelines for the production transaction requirements.
Do not send live EDI until Owlery confirms that the connection is enabled for production.