Plugins

Sage X3 EDI

Unlocking Potential

Sage X3 EDI Plugin Summary

Mysoft has developed an interface for the Open Text Freeway EDI solution which enables integration with Sage X3. The interface provides the automated Import/Export of data from standard EDI document templates. The documents included are Sales Orders, Sales Invoices and Sales Credits.

Who Is It For?

Suppliers of major supermarkets and retailers who will only trade with customers via EDI

What Will You Gain?

Considerably reduced admin time and real-time anomaly notification, minimising manual data errors

Where Will You Find me?

EDI consistently updates in the background, automatically pulling orders into Sage X3, with a workbench to manage the exceptions.

More Detail:

Integrate your EDI Sales Orders, Sales Invoices and Sales Credits perfectly with Sage X3. The interface provides the automated Import/Export of data from standard EDI document templates. This Plugin is particularly useful for companies that trade with major supermarkets and high street outlets, and who often require this type of technology to be a trading partner.

 

 

Sales Orders received via the OpenText Freeway, automatically get converted into a format that Sage X3 understands, pre-populating the relevant fields in the solution. This happens automatically with no manual input needed. For your business, this means a higher level of efficiency and a reduction in the amount of work-hours required to manually enter orders. The automation of data entry also saves user errors being made.

 

Once an order has been invoiced, the EDI export files are automatically generated.

 

The Plugin also features an event viewer function which logs all EDI interface activity. An improvement from Sage X3 as standard where a user is expected to browse through log files to find any exceptions.

 

 

 

A workflow notification can be triggered if an error occurs in the process. An email will automatically be sent out to the appropriate employee, therefore, avoiding issues being missed and allowing for problems to be remedied promptly.

 

The impact of implementing EDI is huge in terms of the potential time savings. It is also essential for businesses aiming to grow within the larger retail sphere in order to keep up with the technology of their peers; driving efficiency, business velocity, and managing by exception.

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About The Sponsor

Swoop Funding is a global fintech platform that helps businesses discover and secure the right funding solutions to fuel growth. Through a single digital marketplace, Swoop connects organisations to loans, equity investment and grants, simplifying the funding journey with tailored recommendations, streamlined applications and expert support.

Sessions

Thought Leadership Session

  • Swoop Thought Leadership

Breakout Sessions

  • Swoop Roundtable Session
    • Roundtable Description
  • Swoop Roundtable Session
    • Roundtable Description

Meet The Team

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that empowers organisations with real-time insights to drive smarter decision-making. Its core solution is delivered as Sage Enterprise Intelligence (SEI) within the Sage ecosystem, fully integrated across Sage platforms, and branded as SEI for Sage X3 and Nectari for Sage Intacct to elevate reporting, dashboards and analytics directly inside those systems.

Sessions

Thought Leadership Session

  • To Be Confirmed

Breakout Sessions

  • SEI For Sage X3 Users – Breakout Room One
  • Nectari For Sage Intacct Users- Breakout Room Two

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Shezad Beg

Relationship Manager

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer