INTEGRATIONS

Connects to the systems you already run.

Trade operations span dozens of systems — accounting, CRM, freight, customs, banking, document storage, messaging, business intelligence. TradeOS connects to all the major ones, plus many specialized tools. Native integrations require no engineering work; custom integrations are part of Enterprise scope. Every connection runs bi-directional with auditable data flow.

Browse the directoryBuild with our API

Native integrations

60+across 10 procurement-vocabulary categories · alphabetical within each

Protocols supported

RESTGraphQLWebhooksSFTPfive reusable patterns documented in §4 · auth, retry, signing all covered

Development scope

Custom at Enterprise3 custom integrations per year included · EDMA engineering builds + maintains

WHAT WE CONNECT TO

60+ native integrations, organized by category.

Search the directory, filter by category, status, or tier. Each card links to a per-integration detail page (template in §3 below). Logos are placeholders until each vendor's trademark permissions are confirmed — names remain accurate.

Updated quarterly · Q3 2026 snapshot

80of80·all categories
SortA → Z within category
Category
Status
Tier

WHAT EACH INTEGRATION PAGE COVERS

Per-integration detail: capabilities, setup, limitations.

Every card above links to a dedicated page following this template — so the format is consistent whether you're evaluating Xero or HSBCnet. The visible wireframe on the right is the exact sectioning your team will see at /integrations/<slug>.

TEMPLATE · APPLIED TO ALL 80 PAGES

One layout. Five sections. No surprises.

Procurement, IT, and developers each read different sections of the same page. The template separates them cleanly — security review reads Capabilities + Limitations; IT reads Setup; engineering reads Support & docs. Nobody has to scroll past the wrong content.

  • 1HeaderLogo, name, category, status, tier — plus a contextual "Connect" CTA that routes authenticated users into the in-product setup flow and unauthenticated visitors to sales.
  • 2CapabilitiesData direction, sync frequency, specific entities, default and customizable field mapping.
  • 3SetupPrerequisites, time estimate, step-by-step guide with screenshots, common configuration options.
  • 4LimitationsRate limits, data type exclusions, volume considerations, pass-through third-party API costs.
  • 5SupportDocumentation links, in-product / email / CSM support routing, troubleshooting playbooks for common errors.
Detail page · templateedma.trade/integrations/<slug>
LOGO

Integration name

AccountingAvailableStarter+ tier

ConnectTalk to salesDocumentation
Capabilities
DirectionBi-directional
FrequencyReal-time (webhook + 5-min poll)
EntitiesOrders · invoices · payments · GL
Field mappingDefault + customizable
Setup
PrereqsAdmin role · OAuth scope grant
Time~5 min (OAuth-based)
Guide7 screenshots · in-product walkthrough
Limitations
Rate limit120 req/min (vendor side)
VolumeOptimal < 50k records / sync
CostNo pass-through fees
Support
ChannelIn-product · email · CSM (Business+)
Docsdocs.edma.trade/<slug>
Statusstatus.edma.trade · per-integration

HOW INTEGRATIONS WORK

Five protocol patterns covering every integration.

Every native integration falls into one of five technical patterns. The pattern determines setup time, authentication model, and data freshness. Most modern SaaS is Pattern 1 (5 minutes via OAuth); banking and legacy ERP are usually Pattern 4 (SFTP); bespoke systems are Pattern 5 (scoped at Enterprise).

Pattern 01

OAuth-based real-time

2 – 5 min setup

Data flowReal-time bi-directional · webhooks + API polling
AuthOAuth 2.0 · refresh tokens
Used forGoogle Workspace · Microsoft 365 · Slack · HubSpot · Salesforce

Best for: modern SaaS with first-class API coverage. Default for anything customer-facing.

Pattern 02

API key + webhooks

5 – 15 min setup

Data flowReal-time push via webhook · bi-directional pull via API
AuthAPI key · rotated quarterly · customer-managed
Used forStripe · Twilio · WhatsApp Business · custom builds

Best for: service-to-service integrations that offer signed webhook delivery.

Pattern 03

API polling

30 min – 2 hr setup

Data flowScheduled poll · every 5–60 min per data type
AuthAPI key or OAuth (vendor-dependent)
Used forCarrier APIs (Maersk, MSC, CMA CGM) · legacy SaaS without webhooks

Best for: carrier tracking and regulatory data feeds with no push channel.

Pattern 04

SFTP + structured files

1 – 4 hr setup

Data flowScheduled file pickup / drop · CSV · EDI X12 · EDIFACT
AuthSFTP key + IP allowlist
Used forBank reporting · EDI trading partners · legacy ERP exports

Best for: enterprise systems without modern APIs. Requires customer IT involvement.

Pattern 05

Custom integration (Enterprise)

2 – 12 wk delivery

Data flowCustom protocol per requirements
AuthCustomer-defined
Used forBespoke enterprise · proprietary internal systems · regulated tooling

Scope: included in Enterprise tier. Quoted scope per integration. EDMA engineering builds + maintains.

BUILD YOUR OWN

Public API + webhook system for custom integrations.

If your system isn't in the directory — or you'd rather build than wait — the public API covers the same surface area used by every native integration. OpenAPI 3.0 spec, SDKs in three languages, free sandbox at every tier, signed webhooks for 80+ event types.

PUBLIC APIdocs.edma.trade · OpenAPI 3.0

REST + GraphQL · full platform coverage

Comprehensive coverage of platform data — orders, shipments, documents, finance, communications. GraphQL available at Business+ for efficient nested queries; REST at every tier.

Protocols
RESTGraphQL (Business+)OpenAPI 3.0
AuthAPI keys · per-workspace · rotatable · scoped permissions
Rate limit1,000 req/min standard · customizable at Enterprise
Official SDKs
TypeScriptPythonGo
Community SDKs
RubyPHPJava
SandboxFree at all tiers · isolated from production data
WEBHOOK SYSTEM80+ event types · signed

Webhooks · with retry, replay, and HMAC signing

Subscribe to 80+ event types — entity changes, status transitions, threshold crossings. Every payload is signed and delivered with exponential-backoff retry. Replay missed events from up to 7 days back.

Events80+ types · order · shipment · finance · doc · message · task · user
DeliveryHTTPS · exponential-backoff retry · dead-letter queue
SigningHMAC-SHA256 · rotating secret · timestamp window
FilteringBy entity · status · threshold · workspace
ReplayRe-deliver missed events from up to 7 days back
MonitoringIn-product delivery dashboard · success / failure / latency

Documentation

docs.edma.trade

Public docs · OpenAPI · SDK references · code samples.

Sandbox environment

sandbox.edma.trade

Free at every tier · isolated · resettable.

Status & uptime

status.edma.trade

Per-integration health · public incident history.

Developer support

[email protected]

Weekly office hours for Business+ developer customers.

SOMETHING SPECIFIC?

Custom integration development included in Enterprise tier.

Three custom integrations per year are part of the standard Enterprise contract — built and maintained by EDMA's engineering team. Anything outside that scope is quoted separately and stated up front, not buried in renewal.

Scope AIncluded

What's in standard Enterprise scope

  • 3 custom integrations / year bundled into the Enterprise contract — no overage fees on the first three.
  • Bi-directional sync of structured data, webhook-based event integration, batch file integration, custom UI extensions.
  • EDMA engineering builds + maintains — including through breaking API changes on the vendor side.
  • 4 – 12 weeks per integration
  • Ongoing maintenance included in subscription — not a separate line item.

Eligible for any system with a documented API, file-export capability, or webhook surface — including legacy systems EDMA hasn't seen before.

Scope BAdditional cost

What's out of standard scope

  • !Real-time bi-directional with sub-second latency requirements (financial trading-grade).
  • !Integrations requiring custom hardware on-site (USB tokens, dedicated appliances).
  • !Unsupported legacy protocols — proprietary TCP, mainframe IBM 3270 emulation, fixed-position binary feeds.
  • !Integrations with deprecated third-party APIs the vendor has formally end-of-lifed.
  • !Customer-led integrations built on EDMA's public API — those are self-service (see §5 Build Your Own).

Quoted separately as Statement of Work · scope, timeline, and acceptance criteria fixed before kickoff.

Scope CProcess

How a custom build runs

  • 1Discovery call with EDMA solutions engineering — typically 60 minutes, no commitment.
  • 2Integration design document — scope, data flow, timeline, acceptance criteria. Signed before sprint kickoff.
  • 3Engineering execution — sprint-based delivery with weekly demos to your team.
  • 4Customer acceptance testing — UAT against the acceptance criteria, in sandbox.
  • 5Production rollout + quarterly maintenance review for the life of the contract.

First step: request a discovery call from the CTA section below — flag "Custom integration" and the system name.

WHAT'S COMING

Quarterly additions, based on customer demand.

Honest dates, including the things still in beta or design. Customer requests through CSM feed directly into the prioritization for the next quarter.

As of Q3 2026 · next revision Oct 2026

Q3 2026Current
  • Sage Intacct

    Bi-directional sync for orders, financials, GL.

    Beta
  • Coupa direct integration

    Procurement-to-pay coordination with shipment + invoice match.

    Beta
  • EU banking aggregation

    Expansion of Open Banking coverage across SEPA + non-Eurozone EEA.

Q4 2026GA launch
  • SAP S/4HANA

    Bi-directional integration · orders, financials, master data, GL.

  • Microsoft Dynamics 365

    CRM-side bi-directional sync · contacts, accounts, opportunities.

  • Financier Portal API expansion

    Standardized financier-side surface — draw, repayment, reconciliation.

  • WhatsApp Business · voice + video

    Channel expansion beyond messaging to scheduled voice + video calls.

Q1 2027Planned
  • Sage Intacct (GA)

    Beta → general availability after Q3/Q4 customer pilots.

  • Coupa (GA)

    Beta → general availability after Q3/Q4 customer pilots.

  • Carrier API multi-region failover

    Resilience layer in front of Pattern 03 carrier polling.

  • Enhanced GraphQL coverage

    Parity with REST surface across all platform domains.

Q2 2027+Directional
  • Trade Marketplace v2

    EDSD settlement on EDMA L2 · settlement-layer integration.

    Directional
  • Plugin Marketplace · beta

    Third-party builders publishing integrations directly into EDMA.

    Directional
  • Public bug bounty program

    Coordinated disclosure with payout schedule · cross-listed in /security.

    Directional
  • Regional banking expansion

    LATAM + Africa coverage following the global-network rollout.

    Directional

Roadmap subject to revision based on customer demand and technical feasibility. Specific integration requests can be submitted through the customer success team — high-demand integrations get prioritized for the next quarter and published here at the start of each quarter.

COMMON QUESTIONS

What procurement and IT teams ask.

Eight questions, grouped open by default. Answers are short, factual, and link back to the section where the underlying capability is documented.

Group 01Coverage, setup, maintenance8 questions
Q · 01

What if my system isn't listed in the directory?

Three paths. (1) Check the API documentation — many integrations are buildable on the public API (§5) even if not in the directory. (2) Submit an integration request through customer success — high-demand requests get prioritized for the next quarter. (3) At Enterprise, custom integration development is included in scope (§6, three per year).

Q · 02

How long does integration setup actually take?

Depends on the protocol pattern (§4). OAuth-based: 5–15 minutes. API key based: 15 minutes to 2 hours depending on customer IT involvement. SFTP-based: 2–8 hours. Custom: 4–12 weeks. Most operators have all critical integrations live within two weeks of starting setup.

Q · 03

Do integrations require ongoing maintenance?

Native integrations are maintained by EDMA — when a third-party API changes, we update the integration before the breaking change lands. Customer-built integrations using our public API are customer-maintained. Enterprise custom integrations are maintained by EDMA as part of the subscription, including through vendor-side API deprecations.

Q · 04

What happens with data sync conflicts (a record edited in both systems)?

Configurable conflict resolution per integration — choices are last-write-wins (default), edma-wins, external-wins, or manual-resolution. All conflicts are written to an audit log available in-product for review. Most integrations rarely encounter conflicts because entity ownership is established by convention (e.g., invoices owned by accounting system, shipments owned by EDMA).

Q · 05

Can I disable an integration without losing data?

Yes. Disabling pauses sync but retains historical data on both sides — nothing is deleted automatically. Re-enabling resumes sync from the disable point. Permanent deletion of integration data requires an explicit action (90-day retention window before purge, configurable up to 365 days at Enterprise).

Q · 06

What's the SLA on integration uptime?

Integration uptime is constrained by both EDMA infrastructure SLA (99.95% at Business+, 99.99% at Enterprise) and the third-party vendor SLA — we can't be more available than the system we're calling. The status page shows per-integration health, and degradations are communicated proactively. Detailed breakdown in /security.

Q · 07

Are integration costs included in the tier price?

Native integrations: included in all tiers, subject to per-integration tier availability (some Identity / BI integrations require Business+). Third-party costs — Twilio SMS fees, carrier API access fees, premium banking endpoints — are passed through to the customer at cost, with no markup. Custom integrations: included in Enterprise tier scope (§6).

Q · 08

Can I see the full data flow for security review?

Yes. Per-integration data flow diagrams show exactly what data moves in which direction, encryption at each hop, and sub-processor involvement. Diagrams ship as part of the security review package — see /security.

GET CONNECTED

Three ways to start.

Operators usually start with the directory. Procurement teams usually start with a call. Developers usually start with the docs. Whichever fits — every path leads back to a single integration plan for your workspace.

Track ASELF-SERVE

Browse the directory

Filter by category, find your systems, see capabilities and tier availability. Best when you already know which systems you need to connect.

80-integration filterable grid

Per-integration capability sheet

Status & tier badging

Live roadmap snapshot

Jump to directory
Track BRECOMMENDED

Talk to integrations team

30-minute scoping call with solutions engineering — discuss specific integrations, custom requirements, or migration scenarios. Best for active procurement.

Per-system fit assessment

Custom integration scoping

Migration plan for legacy data

Tier & pricing walkthrough

Schedule 30-min call
Track CDEVELOPERS

Build with our API

Public REST + GraphQL, free sandbox at every tier, 80+ event types via signed webhooks. Best when you want to build instead of waiting for a native integration.

OpenAPI 3.0 spec · 3 official SDKs

Sandbox at every tier

Signed webhooks · 7-day replay

Weekly office hours (Business+)

docs.edma.trade
Integrations — Connects to the systems you already run. | TradeOS