File or SFTP
Use CSV, fixed-width, XML, JSON or selected document exports through an admin upload or scheduled delivery.
- Controlled manual upload
- Scheduled file transfer
- Validation before publishing
Systems & connections
Connect the ERP or back-office system you intend to keep
InvoicePortalX is designed to work across varied ERP and back-office environments. The right connection depends on the reliable interfaces already available in your environment.
Connection methods
Use the interface your system can support reliably
Compatibility is assessed from the data and interfaces actually available — not from a vendor name alone.
Existing API
Use a REST or other usable API where the interface is appropriate and supportable.
- Scoped field and account mapping
- Scheduled or event-based exchange
- Source remains authoritative
Custom or self-hosted
Design a safe pattern for custom, on-premise or internal applications.
- Existing export or database process
- Scoped custom integration
- Self-hosted deployment where required
Example environments
Systems we can assess
MYOB ExoJiwaGreentreeProntoCustom ERPOn-prem SQL applicationsInternal line-of-business systemsFile-based billing processes
Inclusion does not imply an official partnership, certification or pre-built connector. Compatibility depends on the data exports, database access or APIs available in the specific customer environment.
Representative data flow
Keep the source system at the centre of the operating model
Configured connectionERP or back-office system
Customer-facing layerInvoicePortalX
Secure accessAuthorised customer
The source system remains authoritative. The chosen connection only supplies the configured customer-facing scope.
First rollout
Start with the requests creating the most admin
Tell us what customers ask for and where the information lives. GX Code will recommend a practical first scope and connection approach.