SFTP - OpenText Active Documents Trading Grid Integration and Automation

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

1. Secure inbound purchase order delivery from trading partners

Data flow: SFTP to OpenText Active Documents Trading Grid

Retailers, distributors, or suppliers can place purchase order files on an SFTP server, where OpenText Active Documents Trading Grid picks them up, validates the document format, and routes them into the appropriate procurement workflow. This reduces manual email handling, improves order processing speed, and creates a reliable audit trail for every transaction.

2. Automated invoice exchange with suppliers and customers

Data flow: Bi-directional

Organizations can use SFTP as a secure file intake and delivery channel for invoice files, while OpenText Active Documents Trading Grid manages document routing, acknowledgements, and partner-specific delivery rules. This is useful when some trading partners still require file-based exchange, but the business needs controlled, compliant processing and visibility across accounts payable and accounts receivable teams.

3. Shipping notice and fulfillment document distribution

Data flow: OpenText Active Documents Trading Grid to SFTP

After a shipment is confirmed in the trading grid, outbound advance ship notices, packing lists, and delivery confirmations can be exported to SFTP for downstream systems, warehouse partners, or 3PL providers. This supports near real-time fulfillment coordination and helps logistics teams keep inventory, transportation, and customer service aligned.

4. Secure exchange of product and pricing updates to trading partners

Data flow: SFTP to OpenText Active Documents Trading Grid

Manufacturers and brands often distribute product catalogs, price lists, and promotional updates through SFTP. OpenText Active Documents Trading Grid can ingest these files, apply partner-specific rules, and distribute them to retailers or channel partners in a controlled manner. This improves consistency of commercial data and reduces errors caused by manual reformatting or ad hoc file sharing.

5. Compliance-driven document archiving and partner audit support

Data flow: OpenText Active Documents Trading Grid to SFTP

Completed trading documents such as invoices, purchase orders, and shipping notices can be exported from OpenText Active Documents Trading Grid to SFTP for long-term retention, disaster recovery, or regulatory archiving. This is valuable for finance, compliance, and internal audit teams that need secure off-platform storage with traceable transfer logs.

6. Exception handling for failed partner document deliveries

Data flow: OpenText Active Documents Trading Grid to SFTP

When a document cannot be delivered through the primary trading grid route due to partner downtime, format issues, or connectivity problems, the file can be automatically staged to SFTP for retry, manual review, or alternate partner pickup. This helps operations teams maintain continuity and reduces the risk of missed order, invoice, or shipment deadlines.

7. Secure onboarding of new trading partners with file-based exchange

Data flow: Bi-directional

During partner onboarding, SFTP can serve as the initial secure exchange channel for test files, mapping templates, and sample business documents, while OpenText Active Documents Trading Grid manages production routing once the partner is live. This approach helps EDI, procurement, and partner operations teams transition trading relationships from manual file exchange to governed document collaboration without disrupting business continuity.