Youredi is a supply chain and logistics data integration solution that allows brokers and shippers to electronically share documents. For more information on Youredi and their capabilities, see the information on their website. 

This document walks you through the process of enabling a Turvo integration with Youredi. 

Before proceeding you’ll need a contracted agreement directly with Youredi. Their contact information is available on their website too. 

Set up the EDI integration with a Customer account (Shipper)

Complete the following steps to set up a new EDI integration for a Turvo Broker customer with one of your Shipper customer accounts when this customer needs to tender shipments to you via EDI. 

Turvo and Youredi currently support the following EDI messages: 204, 214, 210, 990, 997. 

Note: The steps to set up an integration where ONLY a 210 message is required are different. See Setup a EDI 210 ONLY integration with a Customer account (Shipper) to set up 210 ONLY integrations.

Step 1:

The customer must create a user profile specific to Youredi. For more information, see How to create users.
Contact Youredi to confirm which email ID to use. Users must have Admin or Super Admin privileges and should be added to both my-sandbox and production environments. 

Protip: Name the user something you’ll recognize as EDI updates. The user name will be displayed for any updates that result from the integration.

Step 2:

After an API user is created, you must give the user access to the public API. This can be done in the admin console API and Webhooks card. For more information, see How to create API User. After access is granted for that user, share the Client_id, Secret, and the email ID and password from step 1 with Youredi. Youredi requires this to continue the integration.

Step 3:

Next, you need to configure a webhook so relevant updates are automatically shared with Youredi. Create a webhook with the required events listed below. Webhooks can be configured in the Admin console > API & Webhooks. 

• Shipment: Update, Status
• Documents: Create, Update

 Use the following inputs to setup the webhook profile: 

• Profile Name: Choose a name that represents a Youredi webhook.
• My-Sandbox notify URL (Turvo to provide). 
• Production notify URL (Turvo to provide).
  Auth Type: Permanent Token
• Token (Turvo to provide). 

You only need to complete steps 1-4 once per tenant. For any add-on customer accounts, you can skip Steps 1-3 and go directly to Step 4. 

Step 4:

After the previous steps are completed, Youredi will complete your core EDI integration. Next, you need to set up any specific customer accounts you plan on working with. This only requires you to share the customer URL directly with Youredi. Please share both the my-sandbox and the production account name and account ID for Youredi to validate any setup in my-sandbox prior moving to production. 

In the below example the name is Regression Shipper 2 and the account ID is 273949.

Youredi will first test and validate the integration in my-sandbox. Customers are responsible for UAT prior to Kleinschmidt updating production. Once validated in production, the integration is complete. 

Turvo customers  must provide the following information to Youredi:

• Public API credentials including client ID and secret (this is only needed once per tenant).
• PublisherID (this is only needed once per tenant).
• Customer account IDs for the accounts that are to be set up with EDI. IDs for both sandbox and production will be provided by Turvo.

Set up additional Customer account (Shipper) EDI Integrations for a Broker Tenant

If the Broker has already integrated with Youredi and only needs to set up an EDI integration with a new Customer account, then only one step is required:  

Customer: Provide Youredi with the Customer Account ID for the customer account in sandbox and production.  See the previous Step 4 for more information.  

Set up an EDI 210 ONLY integration with a Customer account (Shipper)

If the Broker requests an EDI integration with only a 210, then the following configurations are required:

Step 1:

Customer: Public API credentials including client ID and secret.  

• The customer must create a user profile specific to Youredi. For more information, see How to create users. Contact Youredi  to confirm which email id to use. Users must have Admin privileges or above and should be added to both my-sandbox and production environments.
  Protip: Name the user something you’ll recognize as EDI updates. The user name will be displayed for any updates that result from the integration.
• After an API user is created, you must give the user access to the public API. This can be completed in the Admin console API and Webhooks card. For more information, see How to create API User.
  After access is granted for that user, share the Client_id, Secret, and the email ID and password from Step 1 with Youredi. Youredi requires this to continue the integration.

Step 2:

Customer: Provide Youredi with the Customer Account ID for the customer account in sandbox and production. This only requires you to share the customer URL directly with Youredi. Share both my-sandbox and production account name and account ID for Youredi to validate any setup in my-sandbox prior moving to production.  

Step 3:

Customers: Configure webhook so relevant updates are automatically sent and shared. Create a webhook with the required events:

• Documents
• Create
• Update

Use the following inputs to setup the webhook profile (confirm URL and Token with Youredi, as they may make changes).

• URL:  Customer should contact CXM or Delivery manager for more information.
• Token: Customer should contact CXM or Delivery manager for more information.

Broker Tenant with Carrier EDI Integration Setup

Follow these steps to set up a new EDI integration for a Turvo Broker customer with one of their Carriers. These configurations should be  completed in the Carrier tenant, not the Broker tenant.    

Step 1:

Support: Provide Carrier tenant, Tenant ID to your integration partner.  

Step 2:

Customer: Create API login to provide to your integration partner.  

• The customer must create a user profile specific to Youredi (For more information, see How to create users).  Contact Youredi  to confirm which email id to use. Users must have Admin privileges or above and should be added to both my-sandbox and production environments.
  Protip: Name the user something you’ll recognize as EDI updates. The user name will be displayed for any updates that result from the integration.

• After an API user is created, you must give  the user access to the public API. This can be done in the admin console API and Webhooks card (For more information, see How to create API User). After access is granted for that user, share the Client_id, Secret, and the email ID and password with Youredi. Youredi requires this to continue the integration.

Step 3:

Customer: Configure webhook so relevant updates are automatically sent and shared. Create a webhook with the required events:

1. 1. Offer
   2. Create
   3. Update
   4. Status

Use the following inputs to setup the webhook profile (confirm URL and Token with Youredi, they may make changes):

• URL:  Customer should contact CXM or Delivery manager for more information.
• Token: Customer should contact CXM or Delivery manager for more information.

Step 4:

Customer: Provide Customer Account ID to your integration partner.  

Step 5:

Support: Provide Carrier tenant, Tenant ID to your integration partner.