Salsify - OpenText Active Documents Trading Grid Integration and Automation

Common Integration Use Cases Between Salsify and OpenText Active Documents Trading Grid

Below are practical integration scenarios that connect Salsify?s product content management and syndication capabilities with OpenText Active Documents Trading Grid?s secure B2B document exchange and transaction automation.

1. Retailer Product Content and Trading Partner Document Synchronization

Data flow: Salsify to OpenText Active Documents Trading Grid

Brands can use Salsify as the master source for product attributes, images, compliance details, and marketing copy, then automatically package and send approved product content to trading partners through OpenText Active Documents Trading Grid. This is useful when retailers require both product data and supporting business documents such as item setup forms, compliance certificates, or line sheet attachments.

• Reduces manual rekeying of product information into partner portals
• Improves consistency between published product content and B2B documents
• Speeds up onboarding of new products with retail partners

2. Purchase Order Acknowledgment with Product Content Validation

Data flow: OpenText Active Documents Trading Grid to Salsify, then Salsify to OpenText Active Documents Trading Grid

When a purchase order arrives through OpenText Active Documents Trading Grid, the integration can validate the ordered SKU against Salsify product records to confirm current descriptions, pack sizes, case quantities, and approved variants. If discrepancies are found, the product team can update Salsify and send corrected item data or substitution details back through the trading grid.

• Prevents fulfillment errors caused by outdated item master data
• Supports faster PO acknowledgment and exception handling
• Improves alignment between sales, supply chain, and product teams

3. Shipping Notice and Product Asset Distribution for Retail Fulfillment

Data flow: OpenText Active Documents Trading Grid to Salsify

As shipping notices, carton labels, or ASN-related documents are exchanged through OpenText Active Documents Trading Grid, the integration can trigger updates in Salsify to attach the correct product assets, regulatory statements, or packaging images to the shipped item record. This helps ensure that downstream retail partners receive accurate product content aligned to the physical shipment.

• Supports retail compliance and receiving accuracy
• Ensures product content matches shipped goods
• Creates a more reliable handoff between logistics and content operations

4. New Product Introduction with Partner Document Pack Automation

Data flow: Salsify to OpenText Active Documents Trading Grid

For new product launches, Salsify can serve as the source for approved product data, digital assets, and launch-ready content. The integration can generate a partner-specific document pack and distribute it through OpenText Active Documents Trading Grid to retailers, distributors, and logistics partners. This may include item setup sheets, compliance declarations, and launch instructions.

• Accelerates new item setup across multiple trading partners
• Reduces launch delays caused by missing or inconsistent documentation
• Improves coordination between product, legal, and supply chain teams

5. Compliance and Regulatory Document Attachment to Product Records

Data flow: Bi-directional

Many consumer goods and retail products require supporting compliance documents such as safety data sheets, ingredient disclosures, country-of-origin statements, or certifications. Salsify can store and manage the product-facing content, while OpenText Active Documents Trading Grid can securely exchange the formal compliance documents with external partners. The integration keeps both systems aligned so that product listings and trading documents reflect the same approved status.

• Improves audit readiness and document traceability
• Reduces risk of publishing non-compliant product content
• Supports regulated product categories and international trade requirements

6. Retailer Content Exception Resolution Workflow

Data flow: OpenText Active Documents Trading Grid to Salsify

If a retailer rejects a product submission or requests corrections through OpenText Active Documents Trading Grid, the exception notice can be routed into Salsify as a content task. Product managers and content teams can update the relevant attributes, images, or documents in Salsify, then resubmit the corrected package through the trading grid.

• Creates a closed-loop process for content corrections
• Shortens turnaround time for retailer issue resolution
• Improves product content acceptance rates across channels

7. Partner-Specific Document and Content Distribution by Channel

Data flow: Salsify to OpenText Active Documents Trading Grid

Different trading partners often require different product content formats, document sets, and approval workflows. Salsify can manage the master content, while OpenText Active Documents Trading Grid distributes partner-specific document bundles based on retailer, region, or business unit. This is especially valuable for brands managing multiple distributors, wholesalers, and retail chains with distinct requirements.

• Supports channel-specific packaging of product information
• Reduces manual customization for each partner
• Improves scalability for multi-channel commerce operations

These integrations help connect product content operations with secure B2B document exchange, giving brands a more controlled and efficient way to launch products, manage compliance, and collaborate with trading partners.