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Integration
XTEN-AV integrates with all top business apps giving you the power-up to maximize your efficiency.
How to connect with Zoho?
Click on the "Account preferences" from the top-right profile area. Click on Zoho, which will lead you to the page where you can access the Zoho account with their login ID or Password. Once you connect with Zoho, All your contacts, Accounts, and Deals will be fetched from Zoho and will be created on XTEN-AV. Also, contacts, accounts, and projects created on XTEN-AV will also be sent to Zoho. ![](htt
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How to connect with QuickBooks Online Version
We are integrated with QuickBooks Online Version. Click on the "Account preferences" from the top-right profile area. Click on QuickBooks, which will lead you to the page where you can access the QuickBooks account with their login ID or Password.
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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. Once you click on it, you will find the 'Salesforce' option under the 'Integrations' tab. Select the 'Op
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How to sync a particular project in Zoho?
To sync your XTEN-AV project with Zoho first you need to connect XTEN-AV account with Zoho account. Go to Project which you want to sync with Zoho, click on the "Sync with Zoho" option. Your Project will be synced in a while and you will get a notification. Login your Zoho account, go to "Deals" tab. Under the "Deals" tab you will find all your synced project with XTEN-AV. ![](https:
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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.” You will, then, be redirected to the Salesforce website. Log into your Salesfo
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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/ On the x.doc dashboard page, under the 'Action' button you will find the 'create/update invoice' option. Click on it and create your invoice as per your requirement. ![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_j0
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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: ● Enterprise Edition ● Unlimited E
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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 area. Once you click on it, you will find the 'Hubspot' option under the 'Integrations' tab. ![](https://storage.crisp.chat/users/helpdesk
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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. Please select the documents you
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How to sync XTEN-AV project with Salesforce?
To sync your XTEN-AV project with Salesforce, 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 Salesforce: The first way is to send all the project data to the Salesforce platform. For this, you have to go to 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Salesforce' option under the 'Integrations' tab. Select the 'Opportunitie
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How to Sync XTEN-AV All Accounts to Salesforce?
To sync your XTEN-AV all accounts with Salesforce, first you need to connect XTEN-AV account with Salesforce account. There is a two ways to sync your Salesforce opportunity 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. Select the 'Accounts’ option. Choose Accounts that you would like to be pushed (uploaded) from XTEN-AV into your salesforce account by
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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 opportunity 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. Select the 'Accounts’ option. Choose Accounts that you would like to be pulled (downloaded) from salesforce into your XTEN-AV account b
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How to sync Hubspot deals with XTEN-AV projects?
You can use two ways to sync contact from Hubspot to XTEN-AV: Choose Deals that you would like to be pushed (uploaded) from XTEN-AV into your Hubspot account by clicking on the 'Push Deals' button and click on the submit button. Click on the gear icon, select the documents that you want to send from XTEN-AV to Hub
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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.  from Hubspot into your XTEN-AV account by clicking on the 'Pull Contacts' button and click on the submit button.  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
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How to sync an individual XTEN-AV project with Hubspot?
Go to the project page and inside the “Project Settings” menu click on "Push 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. Please select the documents yo
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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/ On the x.doc dashboard page, under the 'Action' button you will find the 'create/update purchase order' option. Click on it and create your purchase order as per your requirement.  from Hubspot into your XTEN-AV account by clicking on the 'Pull Accounts' button and click on the submit button.  from Hubspot into your XTEN-AV account by clicking on the 'Pull Deals' butt
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