Connection

Written by Uday Kumar Updated

Overview

The Connection step is the first stage in configuring a SmartCustomer instance for AR Remittances. In this step, you connect your organization’s core systems so SmartCustomer can receive customer remittance emails and create payment records in your system of record.

Figure 1: Connection Step in SmartCustomer Configuration (AR Remittances)

What You Do in the Connection Step

  • Connect Your ERP System
    Select and authorize the ERP platform (such as Workday) that will be integrated with SmartCustomer. This connection allows SmartCustomer to access AR data (customers, invoices, entities, currencies) and to create customer payment records for AR Remittances.

  • Connect Your AR Mailbox
    Link your organization’s shared AR remittances mailbox (for example, a Microsoft 365 or Google Workspace mailbox). This mailbox is used by SmartCustomer to:

    • Receive customer remittance advice emails and payment‑detail files (PDF, CSV, XLS, XLSX).

    • Create AR Remittances documents from those attachments.

  • Verify Connections
    The system displays the connection status for both the ERP and the mailbox. Confirm that both are connected successfully before you continue to the Settings step.

Mailbox and ERP Configuration Restrictions

Important:

  • Each SmartCustomer instance must be mapped to a single ERP system and a single AR Mailbox.

  • An AR mailbox can be configured for only one SmartCustomer instance at a time.

  • If you need to reassign a mailbox to a different SmartCustomer instance or ERP, you must first stop the existing instance. Stopping an instance removes its prior configuration and automation history for that mailbox.

SmartCustomer enforces these restrictions during the configuration process. Only eligible mailboxes (not already assigned to another SmartCustomer instance) are available for selection. This ensures data integrity, prevents duplicate processing of remittance emails, and maintains clear audit trails for AR automation.

Key Points

  • Both the ERP and mailbox connections are required to enable full AR Remittances automation.

  • If you encounter any connection errors, follow the on‑screen troubleshooting guidance or contact your system administrator.

  • You can click Cancel at any time to exit the configuration process.

Tip:
Connecting your ERP and AR remittances mailbox at this stage ensures that all subsequent AR Remittances automation has access to the necessary data and communication channels for processing customer payments.