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What are EDI Mapping Guidelines?

Highlights

  • EDI Mapping refers to the process through which any type of data can be translated to the EDI standard format and vice versa
    • Generally, EDI translators are used to map data from one EDI format to the other EDI format and also map EDI format to any other data format like XML, CSV etc. for any ERP, TMS, WMS or CRM software
      • Mapping guidelines for each EDI document are provided to you by your trading partners or you can download them from their website

      What is EDI Mapping?

      EDI Mapping refers to the process through which any type of data whether in CSV, XML, IDoc, TXT etc. can be translated to the EDI standard format (ANSI X12 or EDIFACT etc.)

      What’s the goal?

      Two businesses with totally different systems can exchange:

      …without any manual data entry or guesswork.

      EDI mapping = Business rule translation + data format translation + structure/logic enforcement

      If your EDI mapping is done correctly, both sides interpret the data exactly the same way, every single time.

      On the other hand, if you need to integrate EDI documents into different ERP, Accounting, CRMs, TMS, WMS platforms, then you’ll need to convert EDI documents into the file formats that any of these back-office systems you use support.

      This is important as different systems use different file formats. There needs to be a standard way which is followed across the globe for these conversions.

      For data to be exchanged using EDI between two organizations, both need to agree upon one of the EDI mapping standards which have been defined by ANSI, HIPAA, EANCOM, TRADACOMS etc.

      Mapping guidelines for each EDI document are usually provided to you by your trading partners or you can download them from their website (usually these guidelines are publicly available for the ease of use) when you sign a contract with them and decide to trade with them. 

      You will provide these guidelines to your EDI software provider or external consultants or anyone helping you with EDI mapping and overall implementation.

      Important: EDI mapping and implementation guidelines should be considered carefully because requirements can differ from trading partner to trading partner for the same three-digit code EDI document. 

      The document will usually mention their method of communication, their EDI ID, EDI Standard they are using, version of EDI standard and all the EDI Inbound and Outbound documents and specifications within those documents that they would like to trade with you along with their label and packaging requirements sometimes.

      Whether you are looking to map an EDI 850, DESADV, XML, JSON or any other type of mapping, you should be able to read the format or mapping guidelines. 

      EDI guidelines will provide different Segments and Elements. Knowing what overall data is contained in a particular Segment is great. For example, a DTM is a Date/Time Reference Segment. This shows that Segment will house something related to a Date or time. The Elements in a DTM get more granular in explaining the actual Date might be a Ship Date or Delivery Date with the actual value. 

      Here’s a video explainer with an EDI mapping example of EDI 850 from Amazon to help you understand how the mapping guidelines look and what they mean

      What is an EDI Map?

      Component Function Example
      Source Map What you receive Target 850 from retailer
      Target Map What your ERP/WMS needs XML formatted import file
      Translation Rules How fields convert + logic applied Change date format, derive location codes, etc.

      Almost all mapping will have three parts- The “Source” Map, “Target” Map and “Translation” Map. 

      The “Source” Map is where the data that is being provided or being read from. Think of it this way- if you are receiving an EDI 850 document from a buyer, your source is the 850 file format. Your source can be anything from ANSI X12, UCS, EDIFACT, XML, JSON, SQL database etc. 

      The “Target” Map is what you want that received or pulled data format to become. So if we go back to receiving 850 and want it to become a XML file. You will need to layout the “Target” Map so it conforms to the XML file you want as a result. 

      The “Translation” Map will help you to link fields in the “Source” Map to fields on the “Target” Map. It is also there to hardcode values or do functions like converting a Date to a String. This piece handles a lot of the heavy lifting when doing EDI mapping.

      In most EDI mapping you will have 3 sections in most files:

      1. The first section is usually the “Header” section. This contains the file type, version, address information, carrier information, payment terms, important dates and much more information about the overall document.
      2. The next section is usually the “Detail” section. This will usually contain Item information, item discounts, Item descriptions, and other information.
      3. The last section is the “Summary” section. In this section you will usually have Totals pertaining to the whole file like Total Items, Total Discount amount, Total Dollar amount, etc.

      Common Data Formats Used in EDI Mapping

      Your internal systems may output:

      Internal Format Example Use
      CSV ERP/WMS import templates
      XML Web store sync, ERP APIs
      JSON Modern SaaS applications
      IDoc SAP
      TXT/Flat Files Legacy systems, mainframes
      SQL Tables Direct database exchange

      Meanwhile retailers expect:

      EDI Standard Common Regions/Industries
      ANSI X12 North America retail & supply chain
      EDIFACT Europe + global trade
      HIPAA Healthcare
      EANCOM / TRADACOMS Legacy UK/European retail

       

      How EDI Mapping Works Step-by-Step

      Step What Happens
      1) Gather trading partner guidelines File structure, segments, rules
      2) Define source + target formats ERP CSV ANSI X12 850
      3) Set mapping logic Field-to-field correlations + transformations
      4) Test + validate Trading partner certification
      5) Monitor & maintain Rules evolve over time

       

      Reality Check:

      EDI mapping is never truly finished.
      Retailers update requirements every year (sometimes every quarter).

      What are the best practices for EDI Mapping?

      We recommend you should understand programming. It comes in handy when you are trying to use functions in your mapping like converting a Date into a String. This way the data will pass correctly from the “Source” Map to the “Target” Map. We suggest learning SQL Database functions. It gives you a great base to build on to your knowledge. 

      Our advice to every company in business is they should have EDI expertise either in-house or external. They can maintain and oversee the entire process in order to make the best use of your EDI and ERP infrastructure you have put in place to run your operations smoothly. 

      If your trading partner requirements change anytime, your EDI experts should be available to meet these changes in time and save any expensive setbacks.

      Why EDI Mapping Is Critical for Business Success

       

      Benefit

      Impact

      Accuracy

      Prevents chargebacks, delays, and rejected files

      Automation

      No manual uploads or re-keying — fewer staffing needs

      Partnership stability

      Retailers continue sending orders 

      Scalability

      Add partners without adding workload

      Integration compatibility

      SAP, NetSuite, Acumatica, QuickBooks, etc.

      Final Thoughts

      Mapping determines whether EDI helps or hurts growth. EDI mapping is the foundation that supports:

      • Order accuracy
      • Shipment visibility
      • Invoice reconciliation
      • Inventory control
      • Compliance performance
      • Faster cash flow

      When mapping works:

      • Orders process in minutes
      • Warehouse doesn’t need manual workarounds
      • Retailers keep buying from you

      When mapping breaks:

      Scorecards drop
      Costs rise
      Revenue slows

      Mapping is not just a technical task — it’s a business continuity strategy.

      FAQs

      1) What is the purpose of EDI mapping?

      To translate data between your internal systems and your trading partner’s EDI format so both sides understand the same information accurately.

      2) Why do mapping guidelines vary by retailer?

      Because each partner has different fulfillment workflows, packaging rules, and compliance requirements — even for the same EDI document type.

      3) What happens if the mapping is wrong?

      Rejected documents, shipping delays, chargebacks, canceled POs, and costly manual rework.

      4) How often do mapping rules change?

      Regularly — retailers update systems, add distribution centers, or change compliance requirements. Your

      5) How long does EDI mapping take?

      Anywhere from days to weeks depending on document complexity and whether pre-built maps are available.

      6) Can IT teams do this internally?

      Yes, but it requires deep EDI expertise and ongoing maintenance— most SMBs use an EDI provider or platform like Elevate.

      7) Do all EDI documents require unique mapping?

      Yes, each transaction type (850, 856, 810, etc.) has its own structure and logic.

      8) What formats can EDI map to?

      Whatever your system supports — typically CSV, XML, JSON, IDoc, flat files, or database tables.

      9) What tools are used for mapping?

      EDI translators and visual mapping tools that manage formats, rules, and transformations.

      10) How do you ensure mapping quality?

      The Elevate team makes sure to test end-to-end in a certification environment, validate with the partner, and monitor in production.

      10) How do you ensure mapping quality?

      The Elevate team makes sure to test end-to-end in a certification environment, validate with the partner, and monitor in production.

      11) What are the most common mapping mistakes?

      Wrong dates/UOMs, broken ASN hierarchy, hard-coded values, no version control.

      12) How does Elevate help with EDI mapping?

      Elevate team works behind the scenes to build custom maps as per your trading partner compliance requirements. Our team ensures making any changes to the maps as soon as they are notified of any trading partner changes, provide real human support to your team, validation, and visibility to prevent chargebacks.

      13) What should be documented in mapping guidelines?
      Every company should maintain internal mapping documentation that includes:

      • Current mapping version + revision history
      • Segment/element mapping rules
      • Code translation tables
      • Conditional logic rules
      • UOM conversion rules
      • Carrier + warehouse rules
      • Error expectation handling
      • Contact details for partner support

      Without documentation one employee leaving = lost tribal knowledge.

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