Quick Start Guide - Your First File

This guide walks you through uploading your first EDI file in Modalius. You'll learn how to use the upload dialog, select business units, and monitor your file's progress through the processing pipeline.

Before You Begin

Make sure you have:

• An active Modalius account with login credentials
• At least one business unit set up for sending files
• An EDI file ready to upload (.edi, .x12, or .txt format)

Step 1: Open the Upload Dialog

1. Log in to Modalius at app.modalius.com
2. Click Files in the navigation menu
3. Click the Upload File button in the top right corner

The "Upload EDI File" dialog will open.

Step 2: Select Your File

You have two options to select your file:

• Drag and drop your file directly onto the drop zone
• Click the drop zone to open your file browser and select a file

Once selected, you'll see:

• The file name
• The file size
• An X button to remove the file and select a different one

Step 3: Choose Business Units

Source Business Unit (Required)

Select the business unit that is sending this file from the dropdown menu. This field is required.

Target Business Unit (Optional)

You can either:

• Select a specific business unit from the dropdown
• Leave it as "Auto-detect from file" - Modalius will read the target from the EDI file headers

Step 4: Upload the File

1. Verify your file and source business unit are selected
2. Click the Upload button
3. Wait for the upload to complete (you'll see a progress indicator)

On success, you'll see a green notification: "File uploaded successfully" with a View link to open the file details.

Step 5: Monitor Processing

After uploading, your file moves through the processing pipeline. Click the file in the list (or the "View" link) to see its progress.

Viewing File Details

The file detail page shows:

• Status badge - Current processing stage (color-coded)
• Structured EDI View - Parsed file content with transaction sets
• Raw File - Original EDI text content
• Processing History - Timeline of all processing events
• Versions - File version history (if applicable)

If Something Goes Wrong

If your file encounters an error:

• The status will show in red (Processing Error, Delivery Error, or General Error)
• Check the Processing History for error details
• For file content issues, use the Raw File tab to edit and resubmit
• Use the action buttons (Process, Map, Deliver) to retry specific stages

What's Next?

Now that you've uploaded your first file, explore these topics:

• Searching and Filtering Files - Find files quickly using filters
• Understanding File Processing Stages - Learn about each stage in detail
• SFTP Credentials - Set up automated file transfers
• Partner Relationships - Connect with more trading partners