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.  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 tPopularHow 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 dashboardPopularHow 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 ZoPopularHow 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.PopularHow 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 areaPopularHow 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 uPopularWhich 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: ● EPopularHow 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 dasPopularHow 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.PopularHow to connect with Monday.com?
Learn how to connect monday.com and XTEN-AV to streamline AV project workflows and collaboration.PopularHow 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. , 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.PopularHow to sync Account from XTEN-AV to QuickBooks account?
Learn how to connect XTEN-AV and QuickBooks to streamline accounting and financial workflows.PopularHow 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.  from Hubspot into your XTEN-AV account by clicking on the 'Pull Contacts' buttonPopularHow 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.  from XTEN-AV into your Hubspot account by clicking on the 'Push Accounts' button and click on the submit button.  menPopularHow 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/imagPopularHow 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-a5e4-042e98_1PopularHow 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 **SPopularHow 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 yPopularHow 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/websitePopularOutlook Business Email Integration
Learn how to connect Outlook Business Email with XTEN-AV and streamline communication workflows.PopularHow 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. !PopularHow 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.  from XTEN-AV into your HubSome readersHow 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' optSome readersHow 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 underSome readersHow 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 the **Some readersSOLUTIONS360 (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 integrSome readersHow 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) frSome readersHow 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.  from Dynamics365 intSome readersHow 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 yoSome readersHow 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.chat/users/hSome readersHow to sync accounts from Dynamics365 to XTEN-AV
Learn how to import accounts from Dynamics 365 and improve CRM workflow efficiency.Some readersHow 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 yourSome readersHow 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: [__httpsFew readersHow 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 readersHow 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 under the Profile option Once you click on it, you will see the option of Pricing Integration Under the Pricing IntegratioFew readersHow 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) **URFew readersSetup 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 readersHow 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.  from ConnectWise PSA into your XTEN-AV account by clicking on the 'Pull Opportunities' button and click on the submit button.Few readersHow 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  from XTEN-AV into your ConnectWise PSA account by clicking on the 'Push Accounts' button and click on the submit button.  from ConnectWise PSA into your XTEN-AV account by clicking on the 'Pull Accounts' button and click on the submit button. . 2. 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 readersHow to use Snap One pricing in BOM?
To add products from Snap One BOM, you first need to connect your XTEN-AV account to Snap One. Follow the steps mentioned in the link on how to connect the XTEN account to Snap One: https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-snap-one-pricing-n9ry0c/ Open the project, hover over Design, and click Edit BOM. You will be redirected to the *Search & Add ProductsFew readersHow 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. . 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 readersHow 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. . 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. . 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. . 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. , 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 readersHow to connect with Snap One Pricing?
To connect your **Snap One Pricing **account with XTEN-AV, click on the Settings option in the top right profile area. Once you click on it, you will find the **Snap One pricing **option under the Pricing Integration tab. Once you click on it, you will be redirected to theFew readersHow to connect to Monday.com Contact, Account & Deals via webhook to XTEN-AV platform?
Learn how to sync contacts, accounts, and deal data between monday.com and XTEN-AV.Few readersHow to use Snap One pricing in Proposal?
To use Snap One pricing, you need to first integrate Snap One with XTEN-AV. Once the integration is completed, follow the steps below: Navigate to the proposal in which you want to use Snap One pricing. Click on the Rooms and Items section from the left navigation bar. Choose the product whose price you want to update, then click on the Edit button located to the right oFew readersHow to connect to Monday.com Account via webhook to XTEN-AV platform?
Go Inside the Monday Account board: Click on the Integrate and select More Integrations Search: Webhook and click on Webhook. Use this template “When an item is created send a webhooFew readersHow to change Default Pricing to XTEN-AV?
You can change the Default Pricing of XTEN-AV. Click on the Settings option in the top-right profile area. Once you click on it, you will find the **Snap One pricing **option under the Pricing Integration tab. Once you click on Settings, you will be navigated to the **Few readersHow to disconnect Snap one pricing integration?
To Disconnect your **Snap One Pricing **account with XTEN-AV, click on the Settings option in the top right profile area. Once you click on it, you will find the Snap One pricing option under the Pricing Integration tab and click on the Connected button.Few readersHow to connect to Monday.com Contact via webhook to XTEN-AV platform?
Go Inside Monday Contacts board: Click on the Integrate and select to More Integrations. Search: Webhook and click on Webhook. Use this template “When an item is created send a webhook” Click on this template “When an item is created send a webhook” ![](https://storage.crisp.chat/users/heFew readersHow to connect to Monday.com Deals via webhook to XTEN-AV platform?
Go Inside Monday Deal board: Click on the Integrate and select More Integrations. Search: Webhook and click on Webhook. Use this template “When anFew readersHow to add Snap One pricing to products to My Library?
To add products from Snap One to My Library, you first need to connect your XTEN-AV account to Snap One. Follow the steps mentioned in the link on how to connect the XTEN account to Snap One: https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-snap-one-pricing-n9ry0c/ Go to the My Library page and click Add Product. From the My Library page, click on the **“Add ProFew readersHow to Configure HubSpot Webhook Integration with XTEN-AV?
Learn how to connect HubSpot and XTEN-AV using webhooks to automate CRM and project workflows.Few readersHow to Configure Monday.com Webhooks?
Learn how to integrate monday.com with XTEN-AV and automate project management workflows.Few readersHow do I integrate XTEN-AV with other tools like CRM or accounting software?
Overview Integrating XTEN-AV with external tools such as CRM or accounting software helps streamline workflows, reduce manual data entry, and maintain consistency across systems. These integrations enable seamless data sharing between platforms for better projects. Click Settings from the profile menu in the top-right corner. Navigate to the Integrations tab to view the list oFew readers