Set up an ISA ID in Jitterbit EDI

EDI trading partners identify each other with a two-part code made up as follows:

• The ISA qualifier code (interchange ID qualifier, ISA-05) is a 2-character alphanumeric string that describes the format of the ISA ID.
• The ISA ID (interchange sender ID, ISA-06) is a 5 to 15 character alphanumeric string that must not contain hyphens or dashes.

The first time you add a trading partner to an environment, the ISA ID Generation dialog opens for you to set up an ISA ID for your company:

Read the contents of the dialog carefully, then choose or enter values for the following fields:

• Qualifier Code: Select a qualifier code from the menu.

• Company ISA ID: Enter your company's ISA identifier.

Click Continue to save the values and continue to add your first partner.

Frequently asked questions (FAQ)

What is a preferred ID?

Preferred IDs are your default IDs used to route EDI transactions to and from your trading partners.

There are two sets of preferred IDs:

• Partner ID: The ID that trading partners use with all their vendors.

• Company ID: Your internal ID that your trading partner uses to identify you on their network.

Where are the preferred IDs located?

You can find the preferred IDs in the Admin page when working with a trading partner in the EDI settings:

How do I assign default EDI values?

Once you add a trading partner and create your first workflow, the default IDs (partner and company) are automatically assigned. You can re-assign either of the IDs by clicking the Assign icon for any other assigned ID.

Can I delete the original ID I created when I set up the account?

During account setup, a company ID is created. While it's best practice to avoid using your production ISA ID in test or QA environments (thereby reserving it for production), this might not always be possible.

If you need a different company ID, there are two options:

• If you want a different ID (like a test ID), create and assign the new company ID, delete the original, and then reuse the original ID in another environment.

• Use a new environment within your current organization, create a new company ID, then delete the original environment.

Why do I need to assign the IDs?

The system uses the assigned IDs in the outbound EDI transactions when processing them, unless you override them.

How are preferred IDs used for inbound transactions?

All preferred IDs in your list are valid and can be used for inbound transactions whether they are assigned or not. This is important for testing, and for when trading partners or your internal systems have different subsidiaries or companies that you want to route data to.

How are preferred IDs used for outbound transactions?

When sending outbound transactions to your trading partners, the assigned preferred IDs are used within the transformation as the default values in your outbound EDI transactions. However, you have the option to override the assigned preferred IDs with any other preferred ID. This may be necessary if the trading partner or your internal IDs need to be changed to align with a subsidiary or another entity within your or your trading partner's business.

How do I override a preferred ID in outbound transactions?

To override the IDs, you must set the following values within the request transformation used as input for an EDI for Cloud v2 Send Document activity in Integration Studio:

Example

The two images below show a transformation, and the contents of the transformation showing the overridden IDs: