Use existing exports
Build on a reliable file process rather than requiring an API on day one.
Legacy & on-prem systems
Your system works. Customers just have no front door.
Add customer-facing access to an older, custom or internal business system while working with the interfaces the system actually provides.
The operational problem
The internal system does its job, but customer access never arrived
Custom ERP, older on-prem software and internal database applications may hold years of reliable account information while offering no usable customer portal.
Scope an existing API
Use a supported system interface where it makes operational sense.
Keep control
Choose hosted or self-hosted deployment based on your infrastructure, security and operational requirements.
A practical first scope
Start with the account information customers request repeatedly
Fields such as job, site, branch, order or purchase-order references are included only where the source system supplies them and the configured portal supports them.
Existing dataCustom ERP, older ERP and internal applications
Customer-facing layerInvoicePortalX
Secure accessAuthorised customer
Common environment
Custom ERP, older ERP and internal applications
Common patterns include an existing scheduled export delivered securely to InvoicePortalX, a scoped existing API connection, or a self-hosted InvoicePortalX deployment inside customer-controlled infrastructure.
Questions
Questions about fit and rollout
Not necessarily. A reliable scheduled export or file delivery may be enough for the first rollout.
A container-based self-hosted deployment can be scoped, with responsibilities defined in the agreement.
No. Feasibility depends on reliable data access, account mapping and deployment constraints.
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.