
How Transalis eDI™ Connects CRM, ERP, OMS, WMS and More to Eliminate Errors and Streamline Operations
We are all guilty of creating work arounds. We know deep in our hearts there must be a better way of doing certain work tasks. Whether it’s a manual upload to Sage that you have to do every week or copying and pasting data into a CRM. You know that with the technology available nowadays that you shouldn’t have to check these order numbers, and then manual reconcile them. But the day-to-day familiarity of it moves in, and you say to yourself there’s not that many errors this month. I’m much better than Diane used to be…
So, we’re letting you into a not so trade secret, it’s all achievable, all those manual entry spreadsheets you have to fill in, can be done automatically and instantly. Giving you the time to do more meaningful work, or report on the good work you’ve done (through eDI). As an overview, eDI (Electronic Data Interchange), is a way to connect data systems. It can link any system to any other system. It’s not as complex as many people think, especially if you are using well known applications, we’ve got many pre-built connectors, so it’s not the IT headache you think it would be, of course there’s acronyms. But half of those are the systems you’re already using!
In a study by Barchard & Pace, 2011, it reported that visual checking resulted in 2958% more errors than double entry. And outside of double entry book-keeping many systems would fall foul. It’s clear manual data entry introduces inefficiencies that ripple across every connected business system. As organisations scale and rely on increasingly complex technology stacks, the limitations of manual processes become more pronounced. Disconnected data flows, inconsistent records, and delays between systems all contribute to hidden costs that are often overlooked. Electronic Data Interchange, or EDI, provides a structured and automated alternative that eliminates these challenges while enabling seamless integration between platforms.
In the below article we highlight some of the systems we often connect for our customers, your imagination is the only limit as to what is possible. We will cover off these top-level business systems, but remember we connect to over 15,000+ systems pre-configured to help remove the monotony of data entry from your Monday morning!
Increase supply chain visibility and efficiency with integrations - automatically feeding the right information, to the right place, in the right format
Financial & Accounting Systems such as Sage, QuickBooks, and Xero are designed to deliver accurate bookkeeping, tax reporting, and compliance. However, when data is manually entered from external systems like CRMs or OMS platforms, discrepancies can quickly arise. Invoice amounts may not match original orders, tax calculations can be misapplied, and reporting becomes less reliable.
EDI removes the need for rekeying financial data by enabling direct integration between systems. Transactions such as invoices, credit notes, and payment confirmations are exchanged automatically in standardised formats. With Transalis eDI™, businesses benefit from pre-built connections that ensure financial data flows consistently and accurately, reducing reconciliation efforts and strengthening compliance.
CRM platforms like Salesforce and HubSpot act as the central hub for customer interactions and sales activity. However, without automation, there is often a disconnect between CRM data and back-office systems such as accounting or fulfilment platforms. Sales teams may capture orders or customer updates that are not immediately reflected elsewhere, leading to inconsistencies in order history or billing.
By integrating CRM systems through EDI, customer and order data can move seamlessly between front-office and operational systems. This ensures that sales activity is instantly reflected in invoicing, fulfilment, and reporting processes. Transalis eDI Freedom supports these integrations with pre-built connectors, allowing businesses to maintain a single, accurate view of the customer lifecycle.
An Order Management System (OMS) plays a critical role in capturing, validating, and routing orders across multiple sales channels. In a manual environment, orders from ecommerce platforms or marketplaces are often exported and re-entered into downstream systems, introducing delays and errors.
EDI transforms OMS operations by automating the exchange of order documents between systems. Orders, acknowledgements, and status updates are transmitted in real time, ensuring that every system reflects the same information. With Transalis eDI™, businesses can connect to leading OMS platforms using pre-built integrations, reducing implementation complexity while improving order accuracy and speed.
A Product Information Management (PIM) system centralises product data, including descriptions, attributes, and images. When this data is manually transferred between systems, inconsistencies can easily occur, affecting both customer experience and operational processes.
EDI integration ensures that product data is distributed automatically and consistently across all connected platforms. Updates made in the PIM system can be shared instantly with ecommerce, OMS, and other systems. With Transalis eDI™, businesses can leverage pre-built connections to maintain a single source of truth for product information.
Master Data Management (MDM) focuses on maintaining consistent core data such as customers, products, and suppliers. Manual data entry makes it difficult to keep this information aligned across multiple systems, often resulting in duplicate or conflicting records.
EDI supports MDM initiatives by enforcing standardised data formats and automating the distribution of updates. When integrated through Transalis eDI Freedom, changes to master data can be propagated across all connected systems without manual intervention, ensuring consistency and reliability.
Supply Chain Management (SCM) systems rely on accurate and timely data to support planning, procurement, and logistics. Manual processes slow down the flow of information between trading partners, limiting visibility and responsiveness.
EDI enables real-time communication between systems, allowing businesses to exchange purchase orders, shipping notices, and invoices instantly. Transalis eDI™ provides pre-built integrations with key supply chain platforms, enabling organisations to streamline operations and improve coordination across their network.
Human Resource Management (HRM) and Human Capital Management (HCM) systems such as Workday and BambooHR manage employee data, payroll, and recruitment processes. While these systems are often considered separate from supply chain operations, they still require integration with financial and operational platforms.
Manual data entry between HR systems and other business applications increases administrative workload and introduces the risk of errors in payroll or reporting. EDI-driven integration ensures that employee and financial data can be exchanged securely and accurately, reducing manual effort and supporting compliance.
A common misconception is that implementing EDI is complex and time-consuming. In reality, modern cloud-based solutions such as Transalis eDI Freedom is designed to simplify the process. With a wide range of pre-built connections to ERP, CRM, OMS, WMS, PIM, and financial systems, businesses can integrate their existing technology stack without extensive development work.
The onboarding process typically begins by identifying key document flows and connecting relevant systems. From there, document mapping and validation rules are applied to ensure accurate data exchange. Because the platform is cloud-based, there is no need for additional infrastructure, and updates are managed automatically.
Businesses can start small, integrating a single system or trading partner, and then scale as needed. This approach allows organisations to quickly realise the benefits of automation while building a fully connected ecosystem over time. With Transalis eDI™, removing the hidden costs of manual data entry is not only achievable, it is also straightforward and scalable.

To discuss your need for integration with online marketplaces give us a call on 0845 123 3746 (UK callers) or +44 1978 369 343 (international callers), or email sales@transalis.com. If you’re new to EDI, want to read some client case studies, or get copies of our quarterly whitepapers, visit our Knowledge Hub.
*Walmart, 2025. Walmart Recruits U.K. Sellers to Its Online Marketplace at U.K. Seller Summit