Articles on: Integration

How to sync Salesforce opportunity with XTEN-AV?

To sync your Salesforce opportunity with XTEN-AV, first you need to connect XTEN-AV account with Salesforce account.


Once you have completed the design/ bill of materials, you can use three ways to send data back to the XTEN-AV:


Method 1: Sync all Salesforce opportunities with XTEN-AV


  • Click on the profile icon in the top-right corner and select Settings.



  • Once you click on it, you will find the Salesforce option under the Integrations tab.



  • Select the Opportunities/Project option.
  • Click on Select Custom Field to choose the documents you want to send from Salesforce to XTEN-AV during syncing.



  • In the Custom Fields of Opportunities window, select the required fields and click on Submit.



  • Click on the Pull Opportunities button and choose the opportunities you want to pull (download) from Salesforce into your XTEN-AV account, then click on the Submit button.



  • Click on the Sync Opportunities button to sync the selected opportunities with XTEN-AV.



Method 2: Pull opportunity changes from Salesforce within a project


  • Go to the project page and open the Project Settings menu.
  • Click on Pull Changes from Salesforce to pull the latest opportunity data from Salesforce into XTEN-AV.



Method 3: Sync an individual opportunity from the All Projects page


  • Navigate to All Projects from the left navigation menu.



  • To sync your Salesforce opportunity with XTEN-AV, click on the Pull from Salesforce button under the Sync tab.



  • Select the projects you want to sync and click on the Sync button. Your Salesforce and XTEN-AV accounts will be synced shortly, and you will receive a notification confirming the sync.




Updated on: 10/23/2026

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