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Quick Start — EDI / B2B Integration Hub
Enterprise EDI and B2B integration hub for Perfex CRM — trading partners, connections, document exchange, and message tracking
5-minute Quick Start
Follow this short path the first time you use EDI / B2B Integration Hub:
- Activate — Setup → Modules → activate EDI / B2B Integration Hub (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open EDI / B2B Integration Hub → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
Screens map — what each menu is for
These are the admin screens registered by EDI / B2B Integration Hub. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | Integration Dashboard | admin/edi_b2b_hub | How to use |
| 2 | Trading Partners | admin/edi_b2b_hub/edi_b2b_hub_trading_partners | How to use |
| 3 | Connections | admin/edi_b2b_hub/edi_b2b_hub_connections | How to use |
| 4 | Messages | admin/edi_b2b_hub/edi_b2b_hub_messages | How to use |
| 5 | Field Mappings | admin/edi_b2b_hub/edi_b2b_hub_field_mappings | How to use |
| 6 | API Keys | admin/edi_b2b_hub/edi_b2b_hub_api_keys | How to use |
| 7 | Webhooks | admin/edi_b2b_hub/edi_b2b_hub_webhooks | How to use |
| 8 | Bulk Import | admin/edi_b2b_hub/edi_b2b_hub_import | How to use |
| 9 | Settings | admin/edi_b2b_hub/edi_b2b_hub_settings | How to use |
Related: How to Install · Features · FAQ & Tips