Enterprise connector
Connect IndexBox to Oracle and NetSuite
Keep procurement pipeline data aligned with ERP records, approvals, and billing milestones.
Enterprise pilotCustom rollout
Oracle / NetSuite
Sync contracts, vendors, and pipeline data into Oracle and NetSuite ERP workflows.
Pipeline milestone updates into procurement tasks
Custom mapping for entities, cost centers, and approvals
How rollout works
High-touch delivery from discovery through pilot launch.
- 1IndexBox exports approved opportunities into ERP objects.
- 2ERP status updates flow back into Workspace for visibility.
- 3Finance and procurement teams stay aligned on milestones.
Implementation checklist
What we need from your team to go live.
- Discovery on ERP modules and required objects.
- Provision ERP integration credentials and API roles.
- Map entities, cost centers, and approval rules.
- Pilot with a single business unit before expansion.
Scope & requirements
Covered data flows plus prerequisites for a successful pilot.
Scope
- Approved opportunities and contract metadata
- Vendor and entity mapping
- Status and billing milestones
Requirements
- Oracle or NetSuite integration role with API access
- Sandbox or staging environment
- Security review and allowlist approval
Notes
- ERP connectors require coordinated IT change windows.
- Pilot includes monitoring dashboards and reconciliation checks.
Security & compliance
Controls that keep data safe and auditable.
- Least-privilege ERP roles and tokens
- Encrypted data in transit
- Audit logs and reconciliation reports
FAQ
Common questions about enterprise connector pilots.
Which ERP modules are supported?
Procurement, contract, and vendor 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.