Articles on: Integration

How to Push Opportunities from XTEN-AV to NetSuite

  1. Under the Opportunities tab, click on Push Opportunities (XTEN-AV → NetSuite).


  1. A pop-up window titled “Opportunities from XTEN-AV” will appear, showing the available opportunities in XTEN-AV.

○ Use the checkboxes to select the opportunities you want to upload.

○ You may also use Select All to push all opportunities.

○ Use the **Search bar **to quickly find a specific opportunity.


  1. After selecting, click Submit.






  1. Then click on Sync Opportunities.


  1. The selected opportunities will now be pushed to NetSuite and will appear in the Opportunities module in NetSuite.


  1. Along with the opportunity, all related documents (such as BOM, Cable Schedule, Schematics, Rack Layout, Signal Flow Diagram, Proposal PDFs, etc.) will also be uploaded to the corresponding NetSuite opportunity.


  1. If any opportunity details or associated documents are updated later in XTEN-AV, repeat the same steps to sync changes to NetSuite.

Updated on: 02/25/2026

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