• How to connect with Salesforce?

  To connect your Salesforce account with XTEN-AV, click on the Settings option in the top right profile area. Once you click on it, you will find the Salesforce option under the Integrations tab. Click on Connect With Salesforce.Popular

• How to connect with QuickBooks Online Version

  We are integrated with QuickBooks Online, following these plans :  1. QuickBooks Online (QBO) Plus.  2. QuickBooks Online (QBO) Advanced plan. To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/. To connect your QuickBooks account with XTEN-AV, click on the 'Settings' option in the top right profile area. Once you click on it, you will find tPopular

• How to create an invoice in QuickBooks?

  To create an invoice in the QuickBooks first you need to connect XTEN-AV with QuickBooks. To connect with Quickbooks, please see the reference link:- https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-quickbooks-online-version-ypel3c/ From the Dashboard, navigate to X-DOC, and then click on the X-DOC Dashboard button to access the documents. On the x.doc dashboardPopular

• How to connect with Zoho?

  To connect your Zoho account with XTEN-AV, click on the Settings option in the top right profile area. Once you click on it, you will find the Zoho option under the Integrations tab. Click on Connect With Zoho. You will then be directed to the ZoPopular

• 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: The first way is to send all the Salesforce Opportunities to the XTEN-AV platform. For this, you have to go to Settings option, in the top right profile area.Some readers

• How to get ConnectWise PSA credentials to connect with XTEN-AV

  How to get ConnectWise PSA credentials to connect with XTEN-AV 1) Site URL:- The site URL is the address where your ConnectWise instance is hosted. You can find the Site URL when logging into the ConnectWise Manage platform. The URL should include HTTPS. Use this URL to paste in the XTEN-AV’s Site URL field. 2) Company ID:- You can find the Company ID when logging into the ConnectWise Manage platform. Use this Company ID to paste in the XTEN-AV’s Company ID field. (https://sSome readers

• How to connect with Hubspot?

  The XTEN-AV design platform is integrated with Hubspot through REST API’s. Data can be exchanged between the platforms in order to utilize the CRM capabilities. To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/. To connect your Hubspot account with XTEN-AV, click on the Settings option, in the top right profile areaSome readers

• How to sync a particular project in Zoho?

  To sync your XTEN-AV project with Zoho, first, you need to connect your XTEN-AV account with your Zoho account. Go to the project you want to sync and click on the Project Settings option under the Actions option on the right side of the menu. You can sync your project with Zoho by clicking the Pull changes from Zoho or Push changes to Zoho button uSome readers

• Which Salesforce edition allows integration with XTEN-AV?

  The XTEN-AV design platform is integrated with Salesforce through REST API’s. Data can be exchanged between the platforms in order to utilize the CRM capabilities. To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/. Similarly, you should have an account on Salesforce. There are some editions of Salesforce which allow API integrations that are listed below. These are the Salesforce editions that allow API integrations: ● ESome readers

• How to create an Purchase order in QuickBooks?

  To create an purchase order in the QuickBooks first you need to connect XTEN-AV with QuickBooks. To connect with Quickbooks, please see the reference link:- https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-quickbooks-online-version-ypel3c/ From the Dashboard, navigate to X-DOC, and then click on the X-DOC Dashboard button to access the documents. On the x.doc dasSome readers

• How to sync the XTEN-AV project with Monday.com?

  To sync your XTEN-AV project with Monday.com, first you need to connect your XTEN-AV account with the Monday.com account. Once you have completed the design/ bill of materials, you can use three ways to send data back to Monday.com: The first way is to send all the project data to the Monday.com platform. For this, you have to go to the 'Settings' option, in the top right profile area.Some readers

• How to sync XTEN-AV projects to Zoho?

  To sync your XTEN-AV projects with Zoho, first, you need to connect XTEN-AV with Zoho. There are two ways to sync your XTEN-AV projects with Zoho. Go to the Settings option in the top right profile area. Once you click on it, you will find the Zoho option under the Integrations tab. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/a546d5a9-6aeeSome readers

• How to Sync XTEN-AV All Accounts to Salesforce?

  To sync all your XTEN-AV accounts with Salesforce, you must first integrate your XTEN-AV account to your Salesforce account. There are two ways to sync your Salesforce accounts with XTEN-AV. Method 1: Click on the Profile icon located in the top-right corner of the screen, and then select the Settings option from the dropdown menu. Click on the Integrations option from the leSome readers

• How to connect with Monday.com?

  To connect your Monday.com account with XTEN-AV, click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Monday.com' option under the 'Integrations' tab. To connect monday.com, first you need to install the Monday.com Application usinSome readers

• How to sync a particular project in Hubspot?

  Go to the project page and inside the Project Settings menu click on Pull Changes from Hubspot option. Select the Projects which you want to Push/Update changes to Hubspot. You can also select the documents which you want to Push/Update to Hubspot by clicking on Customize option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963Some readers

• How to sync XTEN-AV project with Salesforce?

  To sync your XTEN-AV project with Salesforce, you must first integrate your XTEN-AV account with your Salesforce account. Once you have completed the design or Bill of Materials (BOM), there are three ways to send the data to Salesforce: Method 1: Click on the Profile icon located in the top-right corner of the screen, and then select the Settings option from the dropdown menu.Some readers

• How to sync contact from Hubspot to XTEN-AV?

  You can use two ways to sync contact from Hubspot to XTEN-AV: Go to the Settings option, in the top right profile area. Once you click on it, you will find the Hubspot option under the Integrations tab. Select the Contacts option. Choose Contacts that you would like to be pulled (downloaded) from Hubspot into your XTEN-AV account by clicking on the 'Pull Contacts' buttonFew readers

• How to sync Contact from QuickBooks to XTEN-AV?

  Please navigate to the Settings option located in the top-right corner of your profile section. You will be redirected to the Settings page. From there, click on the Integrations option and then select QuickBooks. A dropdown menu will appear—click on the Contacts option. Below that, you will find the Pull Contacts button. Please click on it to proceed. (https://stFew readers

• How to sync Salesforce All Accounts to XTEN-AV?

  To sync your Salesforce all accounts with XTEN-AV, first you need to connect XTEN-AV account with Salesforce account. There is a two ways to sync your Salesforce accounts 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 Salesforce option under the Integrations tab. (https://storage.crisp.cFew readers

• How to sync Account from XTEN-AV to QuickBooks account?

  Please navigate to the Settings option located in the top-right corner of your profile section. You will be redirected to the Settings page. From there, click on the Integrations option and then select QuickBooks. A dropdown menu will appear—click on the Accounts option. Below that, you will find the Push Accounts button. Please click on it to proceed. (https://storaFew readers

• How to sync XTEN-AV accounts to Zoho?

  To sync your XTEN-AV all accounts with Zoho, first, you need to connect an XTEN-AV account with a Zoho account. There are two ways to sync your XTEN-AV accounts with Zoho. Go to the Settings option in the top right profile area. Once you click on it, you will find the Zoho option under the Integrations tab. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdaeFew readers

• How to sync Zoho contacts to XTEN-AV?

  To sync your Zoho contacts with XTEN-AV, first, you need to connect your XTEN-AV account with your Zoho account. There are two ways to sync your Zoho contacts with XTEN-AV. Go to the Settings option in the top right profile area. Once you click on it, you will find the Zoho option under the Integrations tab. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cFew readers

• Microsoft Dynamics365 Sales Integration Documentation

  Introduction Microsoft Dynamics365 Customer Relationship Management (CRM) is a powerful customer relationship management and enterprise resource planning software solution offered by Microsoft. It's designed to help businesses of all sizes manage customer relationships, streamline sales and improve overall customer engagement. Dynamics 365 CRM is primarily a customer relationship management system. It allows organizations to manage and nurture relationships with their customers, prospects, andFew readers

• How to Sync XTEN-AV All Accounts with Hubspot?

  Go to the Settings option, in the top right profile area. Once you click on it, you will find the Hubspot option under the Integrations tab. Select the Accounts option. Choose Accounts that you would like to be pushed (uploaded) from XTEN-AV into your Hubspot account by clicking on the 'Push Accounts' button and click on the submit button. (https://storage.crisp.chat/users/Few readers

• How to sync Monday.com project with XTEN-AV?

  To sync your Monday.com Projects with XTEN-AV, first you need to connect XTEN-AV account with Monday.com account. Once you have completed the design/ bill of materials, you can use three ways to send data back to the XTEN-AV: The first way is to send all the Monday.com Project to the XTEN-AV platform. For this, you have to go to 'Settings' option, in the top right profile area. Once yFew readers

• How to sync XTEN-AV projects with Hubspot?

  You can use two ways to sync Project from XTEN-AV to Hubspot deals 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 Hubspot option under the Integrations tab. Select the Deals/Project option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/33807c83-89eb-44c9-a5e4-042e981Few readers

• How to sync Hubspot deals with XTEN-AV projects?

  There are two ways to sync projects from HubSpot to XTEN-AV: Method 1: Click on the Profile icon located in the top-right corner of the screen, and then select the Settings option from the dropdown menu. Click on the Integrations option from the left-hand menu bar. Then, select Hubspot. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/imagFew readers

• How to sync contact from XTEN-AV to QuickBooks account?

  Please navigate to the Settings option located in the top-right corner of your profile section. You will be redirected to the Settings page. From there, click on the Integrations option and then select QuickBooks. A dropdown menu will appear—click on the Contacts option. Below that, you will find the Push Contacts button. Please click on it to proceed. (https://storFew readers

• QuickBooks Sync Error: Duplicate Document Number Error - You must specify a different number

  This error dictates that this invoice name/number/ID is already being used with Quickbooks. In other words... Whatever is listed in the ID column for the invoice in question, is already the name for an existing invoice in QBO. Resolution The quickest solution would be to adjust the invoice ID/name to remove the duplicate. However, if you would prefer to NOT adjust the invoice number, you can turn offFew readers

• How to sync XTEN-AV contacts to Zoho?

  To sync your XTEN-AV contacts with Zoho, you must first connect your XTEN-AV account with Zoho. To connect with Zoho, please refer to the following guide: https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-zoho-daops8/ There are two ways to sync your XTEN-AV contacts with Zoho. Method 1: Click on the Profile icon located in the top-right corner of the screen, and then select the SFew readers

• How to sync contact from Monday.com to XTEN-AV?

  To sync your Monday.com contacts with XTEN-AV, first you need to connect XTEN-AV account with Monday.com account. You can use two ways to sync contacts from Monday.com to XTEN-AV: From the dashboard go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Monday.com' option under the 'Integrations' tab. Select the 'Contacts' option.Few readers

• How to sync Account from QuickBooks to XTEN-AV?

  From the dashboard, navigate to the Settings option located in the top-right corner under your profile section. You will be redirected to the Settings page. From there, click on the Integrations option and then select QuickBooks. A dropdown menu will appear—click on the Accounts option. Below that, you will find the Pull Accounts button. Please click on it to proceed. !Few readers

• How to sync an individual XTEN-AV project with Hubspot?

  Go to the project page and inside the “Project Settings” menu, click on the "Push Changes to Hubspot" option. Select the Projects that you want to push/update changes to HubSpot. You can also select the documents that you want to push/Update to HubSpot by clicking on the Customize option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image1ce96sFew readers

• How to sync contact from XTEN-AV to Hubspot account?

  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 'Hubspot' option under the 'Integrations' tab. Select the 'Contacts' option. Choose contacts that you would like to be pushed (uploaded) from XTEN-AV into your HubFew readers

• How to sync Zoho deals to XTEN-AV?

  To sync your Zoho deals with XTEN-AV projects, first, you need to connect your XTEN-AV account with your Zoho account. There are two ways to sync your Zoho deals with XTEN-AV. Go to the Settings option in the top right profile area. Once you click on it, you will find the Zoho option under the Integrations tab. (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• How to sync contact from XTEN-AV to Monday.com?

  To sync your XTEN-AV contacts with Monday.com, first you need to connect XTEN-AV account with Monday.com account. You can use two ways to sync contacts from XTEN-AV contact to Monday.com: From the dashboard, go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Monday.com' option under the 'Integrations' tab. Select the 'Contacts' optFew readers

• How to sync accounts from Hubspot to XTEN-AV?

  To sync all your Hubspot account with XTEN-AV, you must first integrate your XTEN-AV account to your Hubspot account. There are two ways to sync your Hubspot accounts with XTEN-AV. Method 1: Click on the Profile icon located in the top-right corner of the screen, and then select the Settings option from the dropdown menu. Click on the Integrations option from the left-hand mFew readers

• How to create sales order in Zoho Books

  To create a Sales Order in Zoho Books, you must first connect your XTEN-AV account with Zoho Books. To connect with Zoho Books, please refer to the following guide: https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-zoho-daops8/ Once the integration is completed, navigate to the x.doc Dashboard page. After the proposal has been moved to the Accepted stage, click on the three-dot (⋮) menFew readers

• How to connect with Dynamics365 to XTEN-AV

  The XTEN-AV design platform is integrated with Dynamics365 through REST API’s. Data can be exchanged between the platforms in order to utilize the CRM capabilities. To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/. Similarly, you should have an account on Dynamics365.com. To connect your Dynamics365 account with XTEN-AV, click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option underFew readers

• How to sync Zoho All Accounts to XTEN-AV?

  To sync your Zoho accounts with XTEN-AV, you must first connect your XTEN-AV account with Zoho. To connect with Zoho, please refer to the following guide: https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-zoho-daops8/ There are two ways to sync your Zoho accounts with XTEN-AV . Method 1: Click on the Profile icon located in the top-right corner of the screen, and then select theFew readers

• SOLUTIONS360 (Q360) INTEGRATION with XTEN-AV

  XTEN-AV-registered This document serves as a guide on how the XTEN-AV Design platform integrates with the Solutions 360 CRM platform. To use this integration, users need to have active accounts on both XTEN-AV and Solutions360 CRM. This integration is closed and will be activated on a user's account upon request. Activation Process Request Integration: Users must first contact the Solutions360 team to enable the integration. Provide XTEN-AV Email: After the integrFew readers

• Outlook Business Email Integration

  Introduction Integrating your x.doc application with Business Outlook can significantly enhance your workflow, allowing you to send emails directly from the platform. This process involves registering your application with Azure Active Directory (Azure AD), a gateway to Azure services. Here's a comprehensive guide on how to set up this integration: Registering Your Application with Azure AD Navigate to the Azure Portal. Select Azure Active Directory App Registrations New RegFew readers

• How to sync Contacts from XTEN-AV to Dynamics365?

  Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab. Under the 'Contacts' option, choose contacts that you would like to be pushed (uploaded) from XTEN-AV into your Dynamics365 account by clicking on the 'Push Accounts' button and click on the submit button. (https://storage.crisp.chat/users/helpdesk/webFew readers

• How to sync Projects from XTEN-AV to Dynamics365?

  Once your XTEN-AV account is connected with Dynamics365. The following details will guide you on how to push projects from XTEN-AV to Dynamics365: Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab. Under the 'Opportunities/Project' option, choose Opportunities that you would like to be pushed (uploaded) frFew readers

• How to sync Projects from Dynamics365 to XTEN-AV?

  Once your XTEN-AV account is connected with Dynamics365. The following details will guide you on how to pull all accounts from Dynamics365 to XTEN-AV: Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab. Under the 'Opportunities’ option, choose Opportunities that you would like to be pulled (downloaded) fromFew readers

• How to sync Contacts from Dynamics365 to XTEN-AV?

  Once your XTEN-AV account is connected with Dynamics365. The following details will guide you on how to Pull contact from Dynamics365 to XTEN-AV: Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab. Under the 'Contacts' option, choose Contacts that you would like to be pulled (downloaded) from Dynamics365 intFew readers

• How to sync accounts from XTEN-AV to Dynamics365?

  Once your XTEN-AV account is connected with Dynamics365. The following details will guide you on how to push accounts from XTEN-AV to Dynamics365: Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab. Under the 'Accounts' option, choose Accounts that you would like to be pushed (uploaded) from XTEN-AV into yoFew readers

• How to sync accounts from Dynamics365 to XTEN-AV

  Once your XTEN-AV account is connected with Dynamics365. The following details will guide you on how to pull all accounts from Dynamics365 to XTEN-AV: Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab. Under the 'Accounts’ option, choose Accounts that you would like to be pulled (downloaded) from Dynamics3Few readers

• How to connect ZOHO Crm Account via webhook?

  Setup Webhook in Zoho CRM Go to Zoho CRM Settings Automation Workflow Rules If you haven't created a rule yet, you need to create a new workflow rule and select: Click to Create Rule > Choose a module like Accounts > Click on Next Execute this workflow rule based on : Select "Record Action" and choose "Create or Edit" account data (https://storage.crisp.chatFew readers

• How to sync forecast amounts in ConnectWise PSA?

  Go to the project page. Inside the “Project Settings” menu, click on Sync With ConnectWise and then click on the "Sync Forecast Amount" option. A pop up will appear showing all the designs created in your project. Select a design from the list. The total amount of the selected design will be reflected in the modal. Click Continue. The forecast amount will be updated in yourFew readers

• How to use ADI pricing in BOM?

  Follow these steps to select XTEN-AV or ADI pricing for each product added to your Bill of Materials (BOM): Navigate to the BOM Page Open your design and go to the BOM (Bill of Materials) page. Add Products to the BOM Add the desired products to your BOM by searching. If ADI pricing is selected as the default supplied price, it will automatically be chosen in the dropFew readers

• How to connect XTEN-AV with ADI to get real-time dealer pricing?

  Now, you can connect your XTEN-AV account with ADI to get real-time dealer pricing. To connect your XTEN-AV account with ADI, click on the 'Settings' option, at the bottom of the page you will see the option of Pricing Integration Click on “Connect With ADI.” enter your ADI credentials click on the Connect with ADI button. (https://storage.crisp.chat/users/helpdesk/websitFew readers

• How to connect ZOHO Crm Contact via webhook?

  The steps for setting up the Account Webhook are the same as those for Contact. However, use the following steps specifically to make changes in the Contact modules: Create Webhook with XTEN-AV for Contact: Name: SendXtenavContact  (you can provide your own name) Description: Send Contact to XTEN-AV (you can provide your own name and Description) Method: POST (mandatory) URLFew readers

• Setup SSO on XTEN-AV Using Okta

  SSO Settings : Click on 'Profile' to open the dropdown. Then, click on 'Settings' to navigate to the settings page. There, you'll find the option 'SSO Settings,' where you can fill in all the necessary details SSO Details : Three Details you have to fill SAML 2.0 Endpoints(Https), Identity Provider IssueFew readers

• How to connect ZOHO Crm Deal via webhook?

  The steps for setting up the Account Webhook are the same as those for Deal. However, use the following steps specifically to make changes in the Deal modules: Create Webhook with XTEN-AV for Deal: Name: SendXtenavDeals (you can provide your own name) Description: Send Deals to XTEN-AV (you can provide your own description) Method: POST (mandatory) URL to Notify:  https:Few readers

• How to sync a particular project in ConnectWise PSA?

  Go to the project page. Inside the “Project Settings” menu, click on Sync With ConnectWise and then click on the "Push Changes from ConnectWise PSA" option. Select the projects that you want to push/update changes to in ConnectWise PSA. You can also select the documents that you want to Push/Update to ConnectWise PSA by clicking on the Customize option. (https://storage.crisp.chat/users/helpdFew readers

• How to sync contacts from ConnectWise PSA to XTEN-AV?

  Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. Once you click on it, you will find the 'ConnectWise PSA' option under the 'Integrations' tab. Select the 'Contacts' option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/Few readers

• 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.Few readers

• How to sync contacts from XTEN-AV to ConnectWise PSA?

  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 'Contacts' option. Choose contacts that you would like to be pushed (uploaded) from XTEN-AV into your ConnectWise PSA account by clicking on the 'Push Accounts' button and click on the submit button (htFew readers

• How to Sync XTEN-AV All Accounts with ConnectWise PSA?

  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 'Accounts' option. Choose Accounts that you would like to be pushed (uploaded) from XTEN-AV into your ConnectWise PSA account by clicking on the 'Push Accounts' button and click on the submit button. (https://storage.crisp.cFew readers

• How to use ADI pricing in Proposal?

  You can now include ADI Pricing directly in your proposal. Follow these steps to add it: Navigate to the Proposal Open your proposal and go to the Rooms and Items section. Add Items to the Proposal In the Rooms and Items section, click on Add Items. SearFew readers

• How to sync accounts from ConnectWise PSA to XTEN-AV?

  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 'Accounts’ option. Choose Accounts that you would like to be pulled (downloaded) from ConnectWise PSA into your XTEN-AV account by clicking on the 'Pull Accounts' button and click on the submit button. (https://storage.crisp.chatFew readers

• How to create X-PRO purchase order in Quickbooks?

  To create an purchase order in the QuickBooks first you need to connect XTEN-AV with QuickBooks. To connect with Quickbooks, please see the reference link:- https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-quickbooks-online-version-ypel3c/ From the x.doc dashboard, click on X-PRO. Select the Purchase Order button. On the Purchase Order page, click on the three dots (Few readers

• How to Push Opportunities from XTEN-AV to NetSuite

  Under the Opportunities tab, click on Push Opportunities (XTEN-AV → NetSuite). A pop-up window titled “Opportunities from XTEN-AV” will appear, showing the available opportunities in XTEN-AV. ○ Use the checkboxes to select the opportunities you want to upload. ○ You may also use Select All to push all opportunities. ○ Use the Search bar to quickly find a specific opportunity. After selecting, click Submit. (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• How to Pull Contacts from NetSuite to XTEN-AV

  Go to the Contacts tab under NetSuite integration inside XTEN-AV. Click on Pull Contacts (NetSuite → XTEN-AV). A pop-up window titled “Contacts from NetSuite” will appear, displaying a list of available contacts. ○ Use the checkboxes to select the contacts you want to import. ○ You may also use Select All to pull all contacts. ○ Use the Search bar to quickly find a specific contact. After making your selection, click Submit. (https://storage.crisp.chatFew readers

• NETSUITE CRM integration with XTEN-AV

  Introduction NetSuite CRM is a comprehensive customer relationship management system that enables organizations to manage sales, marketing, and customer support activities efficiently. It provides a centralized platform for tracking leads, opportunities, and customer interactions, ensuring a seamless flow of information across teams. Purpose of the Integration The NetSuite CRM integration aims to connect your existing systems and workflows with NetSuite, allowing for automated dFew readers

• How to Pull Accounts from NetSuite to XTEN-AV

  Under the Accounts tab, click Pull Accounts (NetSuite → XTEN-AV). A pop-up window titled Accounts from NetSuite will appear, showing the list of available accounts. From the list: ○ Select the accounts you want to import using the checkboxes. ○ Use Select All if you want to pull all accounts. ○ Use the Search bar to quickly find a specific account. Once you’ve made your selection, click Submit. (https://storage.crisp.chat/users/helpdesk/website/-/e/Few readers

• How to Push Contacts from from XTEN-AV to NetSuite

  Under the Contacts tab in XTEN-AV, click on Push Contacts (XTEN-AV → NetSuite). A pop-up window titled “Contacts from XTEN-AV” will appear, showing the list of available XTEN-AV contacts. ○ Use the checkboxes to select the contacts you want to upload. ○ You may also use Select All to push all contacts. ○ Use the Search bar to quickly find a contact. After selecting, click Submit. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/Few readers

• 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 yoFew readers

• How to Push Accounts from from XTEN-AV to NetSuite

  Under the Accounts tab, click Push Accounts (XTEN-AV → NetSuite). A pop-up window titled “Accounts from XTEN-AV” will appear, displaying the list of accounts available in XTEN-AV. From the list: ○ Select the accounts you want to upload using the checkboxes. ○ Use Select All if you want to push all accounts. ○ Use the Search bar to quickly find a specific accounFew readers

• How to Pull Opportunities from NetSuite to XTEN-AV

  Under the Opportunities tab, click on Pull Opportunities (NetSuite → XTEN-AV). A pop-up window titled “Opportunities from NetSuite” will appear, displaying the list of available opportunities. ○ Use the checkboxes to select the opportunities you want to import. ○ You may also use Select All to pull all opportunities. ○ Use the Search bar to quickly find a specific opportunity. After making your selection, click Submit. (https://storage.crisp.chat/users/helFew readers

• How to connect with Netsuite?

  Step 1: Navigate to Settings in XTEN-AV Log in to your XTEN-AV account on the development server. On the top-right corner, click on your profile icon (initials). From the dropdown menu, select Settings. (Refer to the screenshot below – “Settings” option highlighted in red) Step 2: Integrate with NetSuite In the left-hand menu, go to Integrations.Few readers

• Does your monday.com integrate with your product?

  Yes, XTEN-AV integrates with monday.com to streamline project management and enhance workflow efficiency between design and execution teams.Few readers