How to Syncing Opportunities Between XTEN-AV and NetSuite

Once your NetSuite account is connected, you can manage opportunities directly from your XTEN-AV Projects.


  • Open the project in XTEN-AV that you want to sync with NetSuite.
  • On the Actions panel (right side), you will see the option Sync with NetSuite.

○ Pull Changes from NetSuite → If the opportunity was originally pulled from NetSuite, using this option will update the XTEN-AV project with the latest changes made in NetSuite.
○ Push Changes to NetSuite → If you have made changes in XTEN-AV, use this option to send those updates to NetSuite. All linked project documents (Proposals, BOM, Schematics, etc.) will also be uploaded to the related NetSuite opportunity.


  • This ensures that both platforms remain synchronized and reflect the most up-to-date information.




Updated on: 09/07/2026

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