Enterprise connector

Connect IndexBox to Oracle and NetSuite

Push verified company data, risk flags, and compliance documents into ERP flows.

Enterprise pilotCustom rollout

Oracle / NetSuite

Sync company compliance data into Oracle and NetSuite ERP workflows.

Two-way sync for company master data

Custom field mappings and validation rules

Compliance document routing into ERP

How rollout works

High-touch delivery from discovery through pilot launch.

  1. 1IndexBox exports company updates into ERP vendor records.
  2. 2ERP status changes are reconciled back into Workspace.
  3. 3Monitoring tracks sync health, retries, and exceptions.

Implementation checklist

What we need from your team to go live.

  • Discovery workshop to map fields and ownership.
  • Provision Oracle or NetSuite API credentials.
  • Configure mapping rules and validate in a sandbox tenant.
  • Pilot with a limited org and expand after sign-off.

Scope & requirements

Covered data flows plus prerequisites for a successful pilot.

Scope

  • Company profiles, identifiers, and compliance flags
  • Document sync and audit trails
  • Status changes and owner assignments

Requirements

  • ERP API access and a sandbox tenant
  • Security review and outbound allowlist approval
  • Dedicated integration owner on your team

Notes

  • Connector delivery is managed during the pilot phase.
  • Go-live timing depends on ERP tenant readiness.

Security & compliance

Controls that keep data safe and auditable.

  • Encrypted transport and signed payloads
  • Least-privilege service accounts
  • Audit logs and reconciliation reports

FAQ

Common questions about enterprise connector pilots.

Which ERP modules are supported?

Vendor onboarding, compliance, and finance workflows are in scope. Final scope is confirmed during discovery.

Can we limit sync to specific entities?

Yes. Sync can be scoped by business unit, entity, or cost center.

Do you support incremental updates?

Yes. The connector supports delta-based updates with monitoring for mismatches.

Ready for a pilot?

Tell us about your ERP stack and we will design a rollout plan.