---
title: "Set up EDI and import EDI message from file"
slug: "set-up-edi-and-import-edi-message-from-file"
description: "Set up and update EDI configurations for legal entities, import message files, and manage document flows seamlessly with the EDI message setup wizard."
tags: ["Flow topic"]
updated: 2026-03-20T10:14:35Z
published: 2026-03-20T17:44:19Z
canonical: "docs.staedean.com/set-up-edi-and-import-edi-message-from-file"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up EDI and import EDI message from file

You can use the EDI message setup wizard to:

- Set up or update the EDI setup for legal entities.
- Import an EDI message configuration into a new or existing project.
- Merge the imported EDI message configuration if the message already exists in the project.
- Set up or update the required EDI parties.
- Set up the required document flows for the parties and imported message.

> [!NOTE]
> Note
> 
> - All steps in the EDI message setup wizard are optional.
> - Changes you make on the EDI message setup wizard are saved immediately like in other **D365 F&SCM** pages. So, when you go back in the wizard or when you cancel the wizard, the made data changes stay.
> - If the message in the selected message file:
>   - Does not exist in the project, it is imported after you click **Next** on the **Import message file** step.
>   - Exists in the project, it is imported after the **Merge message** step.

### Steps

1. Go to **EDI** > **Setup** > **EDI message setup**.
2. Sub-task: Set up EDI setup for legal entities.
  1. Make the desired changes to the EDI setup for legal entities.

For more information, refer to [Set up EDI setup for legal entity.](/data-management/docs/set-up-edi-setup-for-legal-entity)

Click **Next**.
3. Sub-task: Import message file.
  1. You can import the message to an existing project or to a new project.

In the **Import message to project** field, select an option.

> [!NOTE]
> Note
> 
> When you click **Next**, a new project is created before the message is imported.
  2. In the **Project** field, enter the name for a new project or select an existing project.
  3. Click **Next**.
4. Sub-task: Compare and merge message files.
  1. The imported message can already exist in the selected project. If so, the existing message and the imported message must be compared and merged.

A message is shown on which you can choose to run the compare in the background or not.

A message comparison can take a while. If you run it in the background, you can continue your work.

Click the desired option.

> [!NOTE]
> Note
> 
> When you choose to run the message comparison in the background, the **EDI message setup wizard** is closed. You get a message when the comparison is finished.
> 
> To continue the message import process, re-open the **EDI message setup wizard**.
  2. Compare and merge the messages.

For more information, refer to:

Click **Next**.

> [!NOTE]
> Note
> 
> If you did not make any changes on the **Merge messages** tab, the existing message is not changed.
    - [Analyze project comparison](/data-management/docs/analyze-project-comparison)
    - [Update target record based on differences](/data-management/docs/update-target-record-based-on-differences)
5. Sub-task: Set up EDI parties.
  1. Make the desired changes to the EDI party setup.

For more information, refer to [Set up EDI for parties](/data-management/docs/set-up-edi-for-parties).

Click **Next**.
6. Sub-task: Set up document flows.
  1. Make the desired document flow setup.

For more information, refer to [Set up document flows](/data-management/docs/set-up-document-flows).

Click **Finish**.