Integrating M2M with Aptean EDI

Article • 8/20/2025 • 1 min read

One-way data integration is supported from M2M to CRM applications.

To integrate tenant data from M2M and Aptean EDI, perform the following:

  1. Navigate to My Solutions > All Apps, click Open on Aptean EDI.
    The Aptean EDI Tenant screen is displayed.

  2. On the Aptean EDI Tenant, click + Create EDI Tenant.
    The Create EDI Tenant window appears.

    integration-m2m-edi

  3. In the Create EDI Tenant enter the below required details:

    • EDI Tenant / Company Name - Enter the appropriate name.
    • Primary Account Controller - Choose the appropriate account holder from the drop-down list.
    • Country - Choose the country from the drop-down list.

  4. Click Save.

  5. Select the newly created EDI profile or click Open EDI Portal from existing profiles.
    The Aptean EDI application opens in a new tab.

edi-dashboard

  1. In Aptean EDI application, click Trading Partners.
    After establishing the trading partner and the EDI profile, the dashboard displays a visual overview of all Purchase Orders, Invoices, and Shipments.
    You can filter the views to limit your search results.

  2. Navigate to AppCentral > Subscription Center > Integrations. On the Application Integrations screen, choose Aptean EDI for the appropriate Made2Manage company, then click Connect.