14.1 SmartAPI Integration Requirements
Enterprise-grade integration requirements for high-volume, real-time ERP connectivity with comprehensive security and operational controls.
ERP/Client System Prerequisites
- Export invoice data in JSON, XML, CSV, or IDoc formats
- SAP ECC: PI/PO middleware with IDoc INVOIC02 adapter
- SAP S4/HANA: CPI tenant with Billing Document API access
- Oracle, Dynamics, Sage: export APIs or batch interfaces
Network & Security
- HTTPS (port 443) connectivity to SmartAPI endpoints
- Mutual TLS (client certificate) or OAuth 2.0 credentials
- Firewall/IP allowlisting for SmartAPI IP ranges
- Optional VPN or private interconnect for high-security
Operational Requirements
- Service account credentials provisioned in ERP
- Finance/IT user access to SmartAPI dashboards
- Optional log forwarding integration to client SIEM
- Integration testing and approval workflows
14.2 BlueInvoice Requirements
Browser-based SaaS solution requirements for subsidiaries and standalone entities requiring minimal IT dependency with maximum compliance assurance.
User Environment
- Latest Chrome, Edge, or Firefox browsers
- Stable internet with HTTPS access
- Optional corporate SSO via SAML or OAuth
- Multi-device responsive access
Data Requirements
- Customer list with validated TINs
- Product catalog with HS codes
- Tax codes mapped to FIRS equivalents
- CSV/Excel import capability for bulk entry
Operational Requirements
- Finance users with Admin/Approver/Operator roles
- Training session with Finance/Compliance teams
- Optional ERP reconciliation via CSV/API
- Change management and adoption support
14.3 Email Connector Requirements
Simplest deployment option with email-based invoice submission for distributed teams and small business units requiring immediate compliance.
User Environment
- Valid email client or ERP email integration
- Allowed sender domain(s) whitelisted
- DKIM/SPF alignment for corporate mail servers
- Email security and authentication compliance
Invoice Format Support
- Attachments: PDF, XML, CSV accepted
- File size limit: 5MB per attachment (configurable)
- Multiple invoices per email supported
- ZIP bundle support for batch submissions
Operational Requirements
- Client-provided email addresses configured as authorized senders
- Distribution list for receiving acknowledgements and cleared invoices
- Optional integration of cleared invoices into ERP mailboxes
14.4 BlueBox Capture Requirements
Legacy ERP capture solution enabling compliance with zero ERP modifications through intelligent print and file capture technology.
System Environment
Windows Server or Linux server to host BlueBox capture agent with access to ERP print spooler, file drop folder, or network port monitoring.
Integration Setup
- Printer redirection or file watcher configured
- Rules defined for invoice recognition patterns
- Document type, format, and folder path mapping
- Secure connection to SmartAPI for submission
Operational Requirements
- Service account with spooler/folder read permissions
- Firewall rules opened for HTTPS SmartAPI channel
- Dashboard access for monitoring captured invoices
- Error handling and retry mechanisms configured
14.5 Compatibility Matrix
Visual mapping of solution options against ERP maturity and invoice volume, ensuring perfect fit-for-purpose selection for every client environment.
Quadrant-based selection matrix showing optimal solution fit based on ERP maturity and invoice volume requirements
Solution Comparison Summary
| Option | ERP Dependency | Integration Effort | Best Fit Use Case |
|---|---|---|---|
| SmartAPI | High (ERP API or middleware) | Medium to High | Large enterprises with SAP, Oracle, Dynamics |
| BlueInvoice | None | Low | Subsidiaries, standalone entities, quick pilots |
| Email Connector | None | Very Low | Small business units, contractors, distributed teams |
| BlueBox | Legacy ERP print/file | Medium | Legacy or inflexible ERPs where no API is possible |
14.6 Why Clients Benefit from This Clarity
Transparent requirements and flexible migration paths ensure successful deployments with predictable outcomes and future scalability.
No Surprises
Requirements are transparent before onboarding with detailed technical specifications, ensuring accurate project scoping and resource planning.
Tailored Fit
Each option matches client maturity and ERP environment perfectly, avoiding over-engineering or under-capability scenarios.
Risk Control
Firewall, certificate, and data readiness addressed upfront with comprehensive security and operational checklists.
Migration Flexibility
Clients can start with Email Connector or BlueBox and seamlessly migrate to SmartAPI or BlueInvoice as business needs evolve.
Implementation Confidence
Clear requirements matrix eliminates guesswork, enables accurate budgeting, and ensures smooth deployment with predictable timelines and outcomes for every client environment.