Contractors nationwide rely on Kojo to seamlessly order the construction materials they need - direct integrations with vendors make for the most smooth buying process possible.
The article assumes you've already vetted your EDI integration and are ready to go live with customers. If you have questions about setting up your initial integration please contact us at vendor-integrations@usekojo.com.
The integration process is simple!
Once your integration is ready to go, simply visit the "Customers" tab, find the customer you'd like to enable, click options, and "Customer Account #."
Enter the respective account numbers used in your ERP for the customer.
At this point your quotes, order acknowledgements, and invoices will begin flowing through to Kojo (you can see them in the "EDI" tab), but will not be sent to the customer's themselves.
Let us know the customer is set up and ready to go live.
When applicable, the best practice here is to set up a batch of customers and let Kojo know they're ready to go live at vendor-integrations@usekojo.com.
Kojo will communicate with the customer to determine a go live date and when appropriate we will enable the data to flow through to the customers.
That's it!
At any point after entering "Incoming Document (from Kojo)" account numbers in Step 2 you can enable Kojo to send 840s and 850s to your ERP via EDI here:
If you have any further questions please contact us at vendor-integrations@usekojo.com.