SOLUTIONS360 (Q360) INTEGRATION with XTEN-AV

This document serves as documentation on how XTEN-AV Design platform is Integrated with Solutions 360 CRM platform.


For this integration to work, Users need to have an account on XTEN-AV and Solutions360 CRM.


This is a closed integration and is activated in the user's account upon request. To start with this integration, users need to first request the Solutions360 team to enable this integration. 


After this has been enabled, The user has to tell his/her email address registered on the XTEN-AV platform on which they want this functionality to be enabled to the XTEN-AV support team.


Once this functionality is enabled from both the ends data can be exchanged between two platforms.


There are two types of data exchanges that place between the platforms”


  1. Push Data from Solutions360 to XTEN-AV

Description: This function creates a project, contact, and account using the data sent from Solutions360.
Working:

  • To send project, contact, and account data from Solutions360 to XTEN-AV, click on "Send to XTEN" on the opportunity page in Solutions360.
  • This action will create a project, contact, and account on XTEN-AV.
  • Each project sent from Solutions360 is referenced by the QuoteNo field from Solutions360. If a project with the same QuoteNo is sent again, the existing project will be updated.
  • The project created on XTEN-AV will be visible on the All Projects page and will have its source listed as Q360. It will also display the QuoteNo.



  1. Pull Data from XTEN-AV to Solutions360

After creating designs and line items in the project received from Solutions360:

  • Users need to go back to Solutions360 and click on "Pull Data from Q360" to retrieve the list of line items added in the Bill of Materials.
  • All line items added in various designs in the project will then be pulled into Solutions360.


This integration streamlines the process of managing projects, contacts, and accounts between XTEN-AV and Solutions360 CRM, ensuring seamless data flow and project management.

Updated on: 09/09/2026

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