--- title: "Cass Information Systems, Inc EDI Integration | Stacksync" description: "Cass Information Systems, Inc EDI: 2 listed document types, channel comparison, record mapping and validation guidance for your integration." canonical: https://www.stacksync.com/edi/cass-information-systems-inc last_modified: 2026-09-15 --- # *Cass Information Systems, Inc* EDI integration guide. > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Plan your Cass Information Systems, Inc EDI integration using 2 listed document types across 2 channels. Compare channels, map business records and test the operational handoff. [Book an EDI demo](https://www.stacksync.com/book-a-demo) Explore EDI documents | | | | | --- | --- | --- | | Listed documents | 2 | Partner document references | | Listed channels | 2 | Cass Ocean (ISA: CASSOCEANFRT) → Cass Motor (ISA: CASSMTRFRT) | | Implementation | Plan | Map, validate and reconcile | ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Implementation guide ## Cass Information Systems, Inc: EDI implementation plan Build a reliable EDI workflow for Cass Information Systems, Inc. Use 2 document types across 2 channels to plan record mapping, prevent duplicate processing and reconcile results in your business systems. The document list is based on the linked partner reference. Confirm the required messages, versions and directions for your account. **Map records and test the business result** | Document or decision | Record and matching IDs | What to test | | --- | --- | --- | | [X12 310 Freight Receipt And Invoice Ocean](https://www.stacksync.com/edi/cass-information-systems-inc/cass-ocean-isa-cassoceanfrt/x12-310-freight-receipt-and-invoice-ocean) Listed on 2 channels: Cass Ocean (ISA: CASSOCEANFRT), Cass Motor (ISA: CASSMTRFRT) | **ocean-freight payable** carrier invoice, bill of lading and container references | Reconcile charges for multiple containers to the bill total. Distinguish an additional charge from a replacement invoice for the same voyage. | | [X12 210 Motor Carrier Freight Details And Invoice](https://www.stacksync.com/edi/cass-information-systems-inc/cass-motor-isa-cassmtrfrt/x12-210-motor-carrier-freight-details-and-invoice) Listed on 1 channel: Cass Motor (ISA: CASSMTRFRT) | **freight invoice** carrier invoice, shipment reference and charge line | Separate line-haul, fuel and accessorial charges before comparing the invoice with the agreed rate. Test a second invoice for the same shipment and distinguish a revision from a duplicate. | ### Implementation steps 1. #### Choose the trading account and channel Choose among Cass Ocean (ISA: CASSOCEANFRT), Cass Motor (ISA: CASSMTRFRT). Confirm the business unit and account before copying a mapping from another channel. 2. #### Map records and assign owners Start with ocean-freight payable, freight invoice. For each document, assign the source system, destination record, stable identifiers and person responsible for exceptions. Agree whether a change updates an existing record or creates a new event. 3. #### Test a complete exchange Run a successful exchange and the failure cases in the mapping table. Track delivery, document validation and processing in your business system separately. Agree on the Cass Information Systems, Inc production handoff and save the results of each approved test. 4. #### Check results after launch Match records between systems using carrier invoice, bill of lading and container references. Assign an owner to missing responses, duplicates and rejected records. Test recovery before enabling automatic retries. ### Go-live checklist - The required X12 documents, versions and sample files are agreed. - Sender and receiver IDs, test connections and production connections are agreed with the channel owner. - Delivery receipts, document validation and business responses have monitoring and a named owner. - Tests cover duplicates, partial processing and reconciliation with realistic business records. ### Related documents and resources - [Field mapping workbook](https://www.stacksync.com/blog/two-way-sync-field-mapping-workbook) - [Production readiness checklist](https://www.stacksync.com/blog/two-way-sync-production-readiness-checklist) - [Evaluate your integration requirements](https://www.stacksync.com/blog/integration-evaluation-worksheet) **Sources.** Directory data as of 2026-05-07. Sources reviewed 2026-09-15. - [X12 transaction-set directory](https://x12.org/products/transaction-sets) - [RFC 4130: AS2 and message receipts](https://www.rfc-editor.org/info/rfc4130/) - [Cass Information Systems, Inc document reference](https://www.orderful.com/network/cass-information-systems-inc) Document catalog ## EDI documents listed for Cass Information Systems, Inc 3 transactions across 2 channels. ### [Cass Ocean (ISA: CASSOCEANFRT)](https://www.stacksync.com/edi/cass-information-systems-inc/cass-ocean-isa-cassoceanfrt) 1 doc - [X12 310 Freight Receipt And Invoice Ocean](https://www.stacksync.com/edi/cass-information-systems-inc/cass-ocean-isa-cassoceanfrt/x12-310-freight-receipt-and-invoice-ocean) ### [Cass Motor (ISA: CASSMTRFRT)](https://www.stacksync.com/edi/cass-information-systems-inc/cass-motor-isa-cassmtrfrt) 2 docs - [X12 210 Motor Carrier Freight Details And Invoice](https://www.stacksync.com/edi/cass-information-systems-inc/cass-motor-isa-cassmtrfrt/x12-210-motor-carrier-freight-details-and-invoice) - [X12 310 Freight Receipt And Invoice Ocean](https://www.stacksync.com/edi/cass-information-systems-inc/cass-motor-isa-cassmtrfrt/x12-310-freight-receipt-and-invoice-ocean) Document flow ## Example document relationships for Cass Information Systems, Inc Where each document sits in its trading cycle, based on the 2 document types listed for Cass Information Systems, Inc across 2 channels. These are example relationships; the trading agreement determines the required sequence. ### Logistics Some example steps listed 1. 204 Motor Carrier Load Tender not listed for Cass Information Systems, Inc 2. 990 Response to a Load Tender not listed for Cass Information Systems, Inc 3. 214 Transportation Carrier Shipment Status not listed for Cass Information Systems, Inc 4. [210 Motor Carrier Freight Details And Invoice](https://www.stacksync.com/edi/cass-information-systems-inc/cass-motor-isa-cassmtrfrt/x12-210-motor-carrier-freight-details-and-invoice) - 210 Motor Carrier Freight Details And Invoice — is listed on 1 of Cass Information Systems, Inc's 2 channels - 310 Freight Receipt And Invoice Ocean — is listed on 2 of Cass Information Systems, Inc's 2 channels LEGACY EDI MIGRATION FUND ## Still with a legacy EDI vendor? Ask about a contract buyout. Stacksync can buy out your current contract with SPS Commerce, Cleo, TrueCommerce, or OpenText. Eligibility and terms are confirmed on a call. [Check your eligibility for the EDI migration fund](https://www.stacksync.com/book-a-demo) | | | | --- | --- | | | [Migrate from SPS Commerce](https://www.stacksync.com/sps-commerce-alternative) | | | Migrate from Cleo | | | Migrate from TrueCommerce | | | Migrate from OpenText | SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | DPF US-EU-UK-CH | → SECURITY WITH BENEFITS ### SSO & SCIM Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more. ### Alerts Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options. ### Secure connection options Securely connects to your systems with: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more Related references ## Partners with related document listings Compare document requirements for similar business processes. [CTSI-Global 5 docs · 2 channels](https://www.stacksync.com/edi/ctsi) [E2open, LLC 143 docs · 37 channels](https://www.stacksync.com/edi/e2open) [Costco 55 docs · 12 channels](https://www.stacksync.com/edi/costco) [Ryder 49 docs · 21 channels](https://www.stacksync.com/edi/ryder) [The Home Depot 48 docs · 11 channels](https://www.stacksync.com/edi/the-home-depot) [Mercury Gate 45 docs · 12 channels](https://www.stacksync.com/edi/mercury-gate) [Walmart 32 docs · 8 channels](https://www.stacksync.com/edi/walmart) [Target 23 docs · 4 channels](https://www.stacksync.com/edi/target) [United Natural Foods, Inc. (UNFI) 17 docs · 4 channels](https://www.stacksync.com/edi/united-natural-foods-inc-unfi) [Aldi 16 docs · 2 channels](https://www.stacksync.com/edi/aldi) [Boscov's Department Stores 13 docs · 2 channels](https://www.stacksync.com/edi/boscovs-department-stores) [Grainger 12 docs · 4 channels](https://www.stacksync.com/edi/grainger) [Rivian Automotive, Inc 11 docs · 1 channel](https://www.stacksync.com/edi/rivian-automotive-inc) [Shoe Carnival 10 docs · 2 channels](https://www.stacksync.com/edi/shoe-carnival) [HP (Ryder) 9 docs · 4 channels](https://www.stacksync.com/edi/hp-ryder) [Staples Inc. 9 docs · 2 channels](https://www.stacksync.com/edi/staples) [Wayfair LLC 9 docs · 1 channel](https://www.stacksync.com/edi/wayfair-llc) [GNC Holdings, LLC (via Manhattan Associates) 8 docs · 2 channels](https://www.stacksync.com/edi/gnc-manhattan) [White Cap 8 docs · 1 channel](https://www.stacksync.com/edi/white-cap) [Fiji Water / OTM 8 docs · 2 channels](https://www.stacksync.com/edi/fiji-water--otm) [Redwood Logistics 8 docs · 2 channels](https://www.stacksync.com/edi/redwood-logistics) [Browse the full directory](https://www.stacksync.com/edi) FAQ ## Cass Information Systems, Inc EDI questions ### Which EDI documents are listed for Cass Information Systems, Inc? X12 310 Freight Receipt And Invoice Ocean; X12 210 Motor Carrier Freight Details And Invoice. Confirm which documents, directions and versions apply to your account. ### How should I choose the Cass Information Systems, Inc EDI channel? The directory lists 2 channels for Cass Information Systems, Inc, including Cass Ocean (ISA: CASSOCEANFRT), Cass Motor (ISA: CASSMTRFRT). Match the channel to your actual trading relationship and compare its document list before reusing a mapping. ### Which identifiers should the Cass Information Systems, Inc mapping preserve? For X12 310 Freight Receipt And Invoice Ocean, plan around carrier invoice, bill of lading and container references. For X12 210 Motor Carrier Freight Details And Invoice, use carrier invoice, shipment reference and charge line. Use the partner guide to locate these values and check their allowed formats. ### Does a successful EDI receipt mean Cass Information Systems, Inc accepted the business document? Track delivery, document validation and business processing separately. An AS2 message disposition notification (MDN) confirms transport receipt; an X12 997 or 999 reports technical validation. Use the agreed business response or reconciliation report to confirm that the order, shipment or invoice was processed. ### What should be tested before launching Cass Information Systems, Inc EDI? Reconcile charges for multiple containers to the bill total. Distinguish an additional charge from a replacement invoice for the same voyage. Also test missing responses and recovery after a destination failure. Assign an owner to each failure and obtain partner approval before launch. ## Your last integration took months. Your next one takes a prompt. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)