Create an EDI Account


You must create your provider before you create an EDI account for the provider.

  1. Contact your provider requesting the following information:

    • Host
    • Username
    • Password
    • Path
    • Incoming Directory
    • Provider’s SAN
  2. In Evergreen select AdminServer AdministrationAcquisitionsEDI Accounts.
  3. Click New Account. A pop-up will appear.
Create EDI Account
  1. Fill in the following fields:

    • In the Label field, enter a name for the EDI account.
    • In the Host field, enter the requisite FTP or SCP information supplied by your provider. Be sure to include the protocol (e.g.
    • In the Username field, enter the username supplied by your provider.
    • In the Password field, enter the password supplied by your provider.
    • Select your library as the Owner from the drop down menu. Multi-branch libraries should select their top level organizational unit.
    • The Last Activity updates automatically with any inbound or outbound communication.
    • In the Provider field, enter the code used in Evergreen for your provider.
    • In the Path field, enter the path supplied by your provider. The path indicates a directory on the provider’s server where Evergreen will deposit its outgoing order files.


      If your vendor requests a specific file extension for EDI purchase orders, such as .ord, enter the name of the directory, followed by a slash, followed by an asterisk, followed by a period, followed by the extension. For example, if the vendor requests that EDI purchase orders be sent to a directory called in with the file extension .ord, your path would be in/*.ord.

    • In the Incoming Directory field, enter the incoming directory supplied by your provider. This indicates the directory on the vendor’s server where Evergreen will retrieve incoming order responses and invoices.


      Don’t worry if your incoming directory is named out or outgoing. From your vendor’s perspective, this directory is outgoing, because it contains files that the vendor is sending to Evergreen. However, from Evergreen’s perspective, these files are incoming.

      Create EDI Account
  2. Click Save.
  3. Click on the link in the Provider field.
Create EDI Account
  1. Select the EDI account that has just been created from the EDI Default drop down menu.
Create EDI Account
  1. Click Save.