How to sync ConnectWise PSA opportunities with XTEN-AV?
For this, you have to go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'ConnectWise PSA' option under the 'Integrations' tab. Select the 'Opportunities' option.
Choose Opportunities that you would like to be pulled (downloaded) from ConnectWise PSA into your XTEN-AV account by clicking on the 'Pull Opportunities' button and click on the submit button.
Click on the ‘Sync Opportunity’ button. Once clicked on it, all your chosen Opportunity from ConnectWise PSA will be visible on the XTEN-AV.
Choose Opportunities that you would like to be pulled (downloaded) from ConnectWise PSA into your XTEN-AV account by clicking on the 'Pull Opportunities' button and click on the submit button.
Click on the ‘Sync Opportunity’ button. Once clicked on it, all your chosen Opportunity from ConnectWise PSA will be visible on the XTEN-AV.
Updated on: 03/26/2025
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