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Integration admin guide

Integration admin owns the technical edge of the product: source connectors, inboxes, Drive, SharePoint, API routes, ERP profiles, export jobs, retries, and connector health.

Product scope​

ProductIntegration focus
Accounting WorkspaceEmail/portal/Drive/SharePoint intake and ERP export, especially Rivile first.
Enterprise IDP / OCR OperationsHigh-volume connectors, provider routing, queues, downstream APIs.
E-document ArchiveArchive API, migration import, preservation source routing, evidence exports.

Accounting ERP exports

Intake source responsibilities​

Integration admin configures:

  • per-tenant email aliases and mailbox routes;
  • shared mailboxes;
  • Google Drive and Microsoft Graph sources;
  • SharePoint folders;
  • API push clients;
  • SFTP or scanner channels when enabled;
  • routing rules by source, company, folder, sender, file name, or document type.

IDP source connectors

Export responsibilities​

Export actions:

  • configure ERP profile;
  • test dry-run;
  • inspect payload;
  • repair mapping;
  • retry failed export;
  • cancel active export;
  • open related document;
  • verify response or error message.

Reference and mapping responsibilities​

Integration admin often owns synchronized lists:

  • ERP supplier codes;
  • VAT classes;
  • cost centers;
  • project codes;
  • item codes;
  • currency rates;
  • payment account codes.

Reference data lists

Archive integrations​

Archive integration sources

Archive integration admin manages archive source channels, migration batches, preservation routing, and connector errors without seeing unrelated OCR learning workflows.

Operational checks​

  • Every connector should show last sync, status, failures, retry policy, and affected client.
  • Simulated adapter behavior is allowed only in demo/dev or explicit sandbox mode.
  • Secrets should be write-only in UI.
  • Connector errors should be visible in audit and reports.
  • API/webhook routes should use idempotency keys and rate limits.

Demo test path​

  1. Enter as Integration admin.
  2. Open Integrations and ERP exports.
  3. Confirm the menu does not expose global admin or AI Learning unless separately granted.
  4. Run an export dry-run or inspect an export job.
  5. Confirm failed jobs can be retried or cancelled.