Spreadsheet View in My Library
Overview Spreadsheet View in My Library allows you to view, add, and manage product information in a spreadsheet-style format. It provides a convenient way to update product details directly within the product list without opening each product individually. You can use Spreadsheet View to add custom products, edit product information, update pricing, manage product details, and switch to List View when you need to access additional product information. Access Spreadsheet View inFew readersCan I Add a Part number to a Product?
Learn how to assign part numbers to products in XTEN-AV for accurate inventory, BOM management, and documentation.Few readersCan I add an Internal code to a product?
Overview An internal code can be assigned to a product to help identify and manage products in XTEN-AV. To add or update an internal code, the product must first be added to My Library, where you can edit its details. Navigate to the My Library option from the dashboard. On the Library page, use the product search option to find the item, then click the Edit button nextFew readersCan I add bulk labor to brands and categories?
Discover how to apply labor settings across brands and categories in XTEN-AV to save time and standardize pricing.Few readersCan I add products to My device library if they are not already included?
Overview My Library allows you to create and manage custom products that are not available in the XTEN-AV product catalog. Any custom product you create is automatically saved to My Library and can be used in your projects. All the custom products, created by you, are automatically saved in 'My Library'. There are two ways to add products to My Library. Option 1: Add a Product Using Spreadsheet View Navigate to My Library from the left navigation panel of the dashboard. , and select Replicate Design Enter a name for the replicated design and choose the project where you want to copy it.Few readersCan I mass delete all accounts and contacts from my account?
Mass deletion of all accounts and contacts in a single action is not currently supported. To remove accounts or contacts, you will need to delete them individually from the Accounts or Contacts section. If you want to delete them, you can follow the steps provided in this article for your reference: https://knowledgebase.xtenav.com/en-us/article/how-to-delete-user-and-transfer-their-data-y9ylzk/ Important: Deleted records may not be recoverable. Please ensure you have a backup bFew readersCan I purchase X-PRO by itself?
X-PRO is an add-on feature of XTEN-AV and cannot be purchased separately. To access X-PRO, you must first purchase a basic subscription of XTEN-AV. Once you have an active base subscription, you can then upgrade by adding X-PRO as an add-on feature. For more details on how to upgrade your plan, please refer to the following link: https://knowledgebase.xtenav.com/en-us/article/how-to-upgrade-plan-wlcru8/ You canFew readersCan I recover my project after my account was restored?
Learn how to access and recover project data after restoring your XTEN-AV account.Few readersCan I restore a design I accidentally deleted from my project?
To restore the design, you can contact our chat support or email us at support@xtenav.com. Kindly share the name of the design, and our team will review the request. If restoration is possible, they will proceed accordingly.Few readersCan I see some features of XTEN-AV before signing up for a trial?
Discover available XTEN-AV features and product capabilities before signing up for a free trial.Few readersCan I utilize the Salesforce integration on the basic monthly plan?
You can access the Salesforce integration on all available plans: Basic, Business, and Premium. Additionally, the Salesforce integration is also accessible during the free trial period. Related Articles How to Connect with Salesforce How to Sync Salesforce Opportunity with XTEN-AV [PopularCan user data be transferred without deleting the original account?
If you would like to transfer data without deleting the original account, please contact XTEN-AV Support. You can reach our support team via email or live chat for assistance. For email support, please contact us at support@xtenav.com. When submitting your request, please provide: The full name of the user whose data needs to be transferred. The email address associated with the account. Clear instructions specifying the destination account (name and email adFew readersCan users with existing XTEN-AV accounts join another organization?
Overview Yes. Users with an existing XTEN-AV account can be added to or become part of another organization, depending on how access and user management are configured by the organization's administrator. Need Assistance? If you need help adding an existing user to another organization or have questions about organization access, please contact our support team: Chat Support Email: Support@xtenav.comFew readersDo I get access to all the features in the free trial?
Yes, the free trial offers access to all the features available on the Business Plan. Once the trial period is over, you will have an option to pay and subscribe to the Business or Basic Plan, depending on your needs. Related Articles How can I Register for a Free Trial How to Upgrade PlanPopularDoes the XTEN-AV Platform Integrate with Xero Accounting Software?
Learn how XTEN-AV integrates with Xero accounting software to streamline financial management and project workflows.Few readersDoes XTEN-AV support importing account data from external platforms?
Yes, you can import your account data from external platforms into XTEN-AV. Please follow the steps below: Click on Settings from the profile section at the top-right corner. Once you click on it, you will find the Import Data option under the Data Management tab. Click on tFew readersDoes XTEN-AV support importing contact data from external platforms?
Yes, you can import your contact data from external platforms into XTEN-AV. Please follow the steps below: Click on Settings from the profile section at the top-right corner. Once you click on it, you will find the Import Data option under the Data Management tab. Click on tFew readersDoes XTEN-AV support importing Opportunities/ Projects data from external platforms?
Yes, you can import your Opportunities/ Projects data from external platforms into XTEN-AV. Please follow the steps below: Click on Settings from the profile section at the top-right corner. Once you click on it, you will find the Import Data option under the Data Management tab. . The BOM acts as a summary of all items inclFew readersHow can i change my email?
To change the email address associated with your account, please raise a ticket by emailing support@xtenav.com or contact our support team directly via chat. Once the request is received, your email address will be updated within 24 hours.Few readersHow can I change my subscription from annual to monthly?
To change your subscription from annual to monthly, you need to contact our chat support or email us at support@xtenav.com. You can also contact your designated CSM for the same.Few readersHow can I change the order of items on my BOM?
As per the current functionality, you cannot change the order of items directly in the BOM. However, while editing the proposal, you can change the order of items from the Rooms and Items section. Kindly follow the steps mentioned in the article to change the order of item in proposal BOM: [https://knowledgebase.xtenav.com/en-us/article/how-to-re-order-items-in-rooms-items-section-1n336s9/](https://knowledgebase.xtenav.com/en-us/article/how-to-re-order-items-in-rooms-items-section-1n33Few readersHow can I contact support for help?
Currently, XTEN-AV provides both chat and email support for users. For chat support, simply click on the icon located in the bottom-right corner of the screen. screenshot below for reference: For email support, you can reach us at support@xtenav.com. Related Articles [What Should I Do If I'm Having Trouble Communicating My Issue to Support?](https://knowledgFew readersHow can I create a ceiling speaker layout without creating an X-DRAW design?
You can create the ceiling speaker layout. Please follow the steps below to create a ceiling speaker layout. Click on the menu icon located in the top-left corner of the screen. From the navigation panel, select the AV Tools option under Tools & Support. Then, click on the Ceiling Speaker Layout to proceed. Once you click on it, you will be redirected to the **CeilingFew readersHow can I create a Rack design without creating an X-DRAW design?
Learn how to generate rack layouts in XTEN-AV without creating a complete AV schematic first.Few readersHow can I delete a contact?
Learn how to remove client and business contacts from your XTEN-AV account.Few readersHow can I delete an account?
Learn how to permanently remove your XTEN-AV account and understand data retention policies.Few readersHow can I disable the AI feature in XTEN-AV to prevent it from disrupting my drawings?
Learn how to turn off AI-assisted design features and maintain manual control over your drawings.Few readersHow can I edit client account details?
Learn how to manage and edit client account details for improved project organization.Few readersHow can I edit client contact details?
Learn how to update client contact information and maintain accurate project records.Few readersHow can I find which brands are available in your library before signing up?
To find out which brands are available in the XTEN-AV library, you can contact our chat support or email us at support@xtenav.com.Few readersHow can I recover a deleted design or project?
To recover the deleted design or project, you need to contact our chat support or email us at support@xtenav.com. Kindly share the name of the design or project, and our team will review the request. If restoration is possible, they will proceed accordingly. Related Articles How Can I Contact Support for Help? [How to Raise a Ticket to Report a Bug?](https://kFew readersHow can I recover my account password?
Overview: XTEN-AV allows users to recover their account password through the Forgot Password option on the login page. Users need to enter their registered email address and click Send Email to receive a password reset link. They can then follow the link provided in the email to reset their password and regain access to their account. Go to the login page ( https://app.xtenav.com/login), click on the Forgot Password button. , the Superadmin must first add the user to the Azure application. Follow the steps below to add users: Step 1: Accessing User Management in Azure: Click on the Users option under the Users section in the Azure portal. Step 2: Creating a New User: Click on the New user optionSome readersHow to build your Library using XTEN-AV Library?
Navigate to My Library from the left navigation panel of the dashboard. You will be redirected to the My Library page. Click the Add Product button to proceed. A pop-up window will appear, allowing you to search for the product in the XTEN-AV Library.  and improve user authentication and security.Some readersHow to contact a Brand's representative?
To contact brands available on XTEN-AV, click Brands from the left navigation menu. Under the Sponsors tab, select the brand you wish to contact. Click the Contact icon to view the brand representative’s details. You can also send a message directly to the representative bPopularHow to Correct Company Details on Generated Invoices
Objective You can update the company details displayed on generated invoices through the Billing & Card Information section in XTEN-AV. Step-by-Step: How to Edit Billing Information Click on your Profile Name in the top-right corner and select My Account. Under the Billing & Card Information tab, click on *Edit Billing Information.Few readersHow to create a User Account?
You can add customer account details as per your requirement. Click on the 'Add Account' button under the 'Accounts' option from the left navigation menu. Once you click on the 'Accounts' button you will navigate to the 'Add Account' page. Here, you can enter the accoPopularHow to create a user Contact?
You can add customer contact details as per your requirements. Click Contacts from the left navigation menu. After clicking on it, Click the Add Contact button. Enter the required details such as Contact Name, Email Address, Phone Number, and other relevant informatioPopularHow to Delete product from My Library?
Method 1: Deleting the product from Spreadsheet View From the dashboard, click My Library in the left navigation menu You will be redirected to My Library. Use the search option to find the product. Select the product and click the Delete icon to remove it from your library. ** button. Here you can download your Scope of Work in pdf format. **MethodPopularHow to download all products form My library?
Learn how to download your complete product library for backup, reporting, and data management.Few readersHow to download BOM?
Overview: X-DRAW allows you to download the Bill of Materials (BOM) for your design directly from the BOM page. You can use the Download option to export the product list, making it easier to save, review, and share your BOM details. Go to the design in which you want to download the Bill of Material. Hover your cursor over the Bill of Material then click the **Actions (tPopularHow to download the Automated Cable Schedule from the design page?
Go to the design in which you want to download the Automated Cable Schedule. Hover your cursor over the Automated Cable Schedule then click the Action (three dots) button. After clicking on it, you can view download option, wPopularHow to edit product from My library?
Overview The Edit Product in My Library feature allows you to quickly update product information and pricing directly from your My Library. You can edit products using either Spreadsheet View for quick inline updates or List View when you need to access and update additional product details. There are two ways to edit a product in My Library: Option 1: Edit a Product Using Spreadsheet View Navigate to My Library from the left navigation panel of the dashboaFew readersHow to Edit Product Information from My Library?
Overview The Edit Product in My Library feature allows you to quickly update product information and pricing directly from your My Library. You can edit products using either Spreadsheet View for quick inline updates or List View when you need to access and update additional product details. There are two ways to edit a product in My Library: Option 1: Edit a Product Using Spreadsheet View Navigate to My Library from the left navigation panel of the dashboaPopularHow to generate a Report?
Learn how to create project, financial, inventory, and activity reports within X-PRO.PopularHow to Invite a User Using SSO Login on XTEN-AV Platform?
Learn how to add and manage users through single sign-on authentication.Some readersHow to Raise a Ticket to Report a Bug?
Learn how to submit support requests, report issues, and get assistance from the XTEN-AV team.PopularHow to Revoke Approver Role from User?
Learn how to revoke approval permissions and manage user access within your organization.Few readersHow to Show and Hide default Zip Documents?
Overview The Download ZIP Settings feature allows users to customize which documents are included when downloading project documents as a ZIP file. Users can select the required documents from the settings menu and save their preferences, ensuring that the downloaded ZIP file contains the documents relevant to their needs. Click Settings from the profile menu in the top-right corner of the page.  to ensure the system correctly processes and maps the values during import. Including currency symbols may lead to formatting errors or failed uploads, as the platform expects clean numerical inputs for accurate pricing calculations and data consistency. Related Articles [How to Upload Dealer Pricing](https://knowledgFew readersSSO Using Microsoft Azure on XTEN-AV
Enterprise Introduction Azure Single Sign-On (SSO) is a cloud-based solution that allows users to log in to many apps and services using a single set of credentials. Users don’t need to keep track of several usernames and passwords due to this functionality, which allows them to access apps and services from any location, device, and network. As a result, Azure SSO simplifies the login process and lowers the chance of password-related security breaches. Steps to set up: **Azure Account SPopularUpdate card details
To update your card details, follow the steps below: Access My Account Click on My Account from your profile menu. Update Card Details Navigate to the Billing & Card Information tab. Click the Update Card Details button. **Enter and Save Card InformatiSome readersWhat are system requirements for XTEN-AV ?
XTEN-AV is a cloud-based platform and everything is hosted on the cloud, you can access it from anywhere using a browser and an internet connection. We recommend that you use the Chrome, Firefox, and Safari browser for the best experience.PopularWhat are the benefits of using automation in XTEN-AV?
Automation in XTEN-AV streamlines AV design, documentation, and project workflows by minimizing manual effort, improving accuracy, and ensuring consistency. It enables teams to work more efficiently while maintaining high-quality deliverables. Key Benefits 1. Time Savings: Automates repetitive tasks such as BOM generation, proposal creation, documentation formatting, and design standardization. 2. Improved Accuracy: Reduces risks of manual entry errors, pricing inconsistencies, anFew readersWhat are the first steps after logging into my account?
Learn the first steps to set up your account, create projects, and start designing AV systems in XTEN-AV.Few readersWhat happens after exceeding the maximum OTP attempts during 2FA login?
Objective During the Two-Factor Authentication (2FA) login process in XTEN-AV, users must enter a valid One-Time Password (OTP) to securely access their account. If a user enters an incorrect OTP multiple times and exceeds the maximum allowed verification attempts, the login verification process will be automatically disabled for security reasons. What Happens After Multiple Failed OTP Attempts? The system monitors unsuccessful OTP verification attempts to help protect user accountsFew readersWhat information I am getting if downloading the products from My library?
Learn what information is included when exporting products from your XTEN-AV library.Few readersWhat is Combined library, XTEN-AV, and My Library?
Overview: XTEN-AV provides three product library types to help users find, manage, and reuse products across their AV designs: Combined Library XTEN-AV Library My Library Together, these libraries provide access to standardized XTEN-AV products as well as organization- or user-specific products. Combined Library The Combined Library is a collection of products from both the XTEN-AV Library and My Library. It includes items listed by XTEN-AFew readersWhat is My Library?
Learn how My Library helps manage products, pricing, labor, and project resources in XTEN-AV.PopularWhat is Specification Search?
The Specification Search tool allows you to search for product models based on their category and brand name. Navigate to the dashboard and click Specific Search under AV Tools in the left navigation menu. Select the Category and Brand name for which you want to view the specification. Few readersWhat should I do if I encounter an error while exporting files?
If you encounter an error while exporting the files, kindly follow the steps below. Refresh: Reload the page. Check Your Internet Connection: Make sure you have a stable Internet connection. Clear Cache or Browser Data: Clear your browser cache or try a different browser. We recommend using Google Chrome, Mozilla Firefox, or Safari for the best experience. Contact Support: If the issue continues, reach out to support with screenshots or error details. You can email us at [**sFew readersWhat should I do if I have a question about my design?
If you have a question about your design, you can reach out to our support team for assistance. You can contact us through the chat support option available on the platform or send an email with your query to support@xtenav.com. Our team will review your request and provide the necessary guidance to help resolve your issue.Few readersWhat should I do if I'm having trouble communicating my issue to support?
If you're experiencing difficulty explaining your issue to the Support Team, follow the steps below to ensure faster and more accurate assistance. Provide Clear Details Project name (if applicable) A brief description of the issue The exact error message (if any) When the issue started Attach Screenshots or Screen Recordings Visual references help the support team better understand the issue. Make sure the screenshots clearly show: The full screen Any error messages TheFew readersWhat should I do if I'm not receiving SMS or email for 2FA login?
If you are not receiving SMS or email for 2FA login, please contact our chat support or email us at support@xtenav.com. You can also contact your designated CSM for the same.Few readersWhat should I do if my users cannot log in and I can't delete their accounts?
In case you are unable to delete the user's account or the user is unable to log in, you need to contact our chat support or email us at support@xtenav.com. You can also contact your designated CSM for the sameFew readersWhat should I do if some products in my uploaded BOM are not available in the XTEN library?
When you upload the BOM, XAVIA AI will automatically fetch the data from the file. Once you confirm, the BOM will be uploaded. If the product is available in the XTENAV library, the platform will use the existing data. Otherwise, a new product will be created in the My Library section of your account. Additionally, you can request update the product list in your My Library by reaching out us via chat or by emailing support@xtenav.com.Few readersWhat should I do if something is not working correctly?
Overview: If you experience an issue, follow these basic troubleshooting steps to quickly resolve common problems. Refresh: Reload the page. Check Your Internet Connection: Make sure you have a stable Internet connection. Clear Cache or Browser Data: Clear your browser cache or try a different browser. We recommend using Google Chrome, Mozilla Firefox, or Safari for the best experience. Contact Support: If the issue continues, reach out to support with screenshots or erroFew readersWhat types of data can currently be imported from external platforms into XTEN-AV?
Currently, XTEN-AV supports importing the following types of data from external platforms: Opportunities/ Projects Accounts Contacts Products Users can upload and migrate this data into XTEN-AV using supported file formats such as CSV and XLSX through the Import Data feature available in the platform settings. To import Opportunities/ Projects: [https://knowledgebase.xtenav.com/en-us/article/does-xten-av-support-importing-projects-data-from-external-platforms-1mdm8la/](https://knowFew readersWhat we can view on Dashboard?
The XTEN-AV dashboard provides a centralized overview of your work and projects. It includes XAVIA AI features, a project funnel to track stages and values, recent work for quick access to designs, a proposal stages summary, and a recent activity feed to monitor team updates. The left navigation panel allows easy access to different modules and tools, helping you manage projects efficiently from one place.  icon to open the product specificatioPopularWhich browser is recommended to use XTEN-AV on?
We recommend that you use Chrome, Firefox, or Safari for the best experience.PopularWhich languages are supported in XTEN-AV and how can users change language preferences?
Objective XTEN-AV allows users to customize your language preferences directly from the account settings. Users can select their preferred language from the available supported languages in the Language Preference section. Steps to Change Language Preferences You can change your XTEN-AV platform language by visiting the My Account page under your profile icon. 