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 Zoho website. ![]PopularHow 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. , 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 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' buttonPopularHow 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 XTEN-AV into your Hubspot account by clicking on the 'Push Accounts' button and click on the submit button.  menPopularOutlook Business Email Integration
Learn how to connect Outlook Business Email with XTEN-AV and streamline communication workflows.PopularHow 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.  from XTEN-AV into your HubSome readersSOLUTIONS360 (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 XTENSome 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 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 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  from XTEN-AV into yoSome 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 updatedSome 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 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.  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 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.  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. . 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. LoFew readersNETSUITE CRM integration with XTEN-AV
Learn how to integrate NetSuite CRM and XTEN-AV to improve business operations and project management.Few readersHow 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 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 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 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 account.Few 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 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 youFew readersDoes 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. Here is the link where you can find how connect XTEN-AV with Monday.com: https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-mondaycom-14a7bw8/Few 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 locatedFew 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 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”  to ensure accurate and updated product costs while building or managing project quotations. To add products from TD SYNNEX in the X-DRAW BOM, you first need to connect your XTEN-AV account to TD SYNNEX. Open the project, hover over Design, anFew readersHow to set TD SYNNEX as the default supplier?
Overview The TD SYNNEX Pricing Integration allows users to access real-time product pricing and availability within the system. Setting it as the default pricing supplier ensures all pricing in proposals and BOMs is automatically sourced from TD SYNNEX for accurate and consistent pricing. Note: To set TD SYNNEX as the default pricing supplier, you must first connect your XTEN-AV account with TD SYNNEX Pricing Integration. Navigate to the profile icon in the top-right corner andFew readersHow to add TD SYNNEX pricing to products in My Library?
Overview The TD SYNNEX Pricing Integration allows users to apply real-time pricing and availability to products stored in My Library. This ensures that products reflect accurate and updated TD SYNNEX pricing when used in BOMs and proposals. Note: To use TD SYNNEX pricing in My Library, you must first connect your XTEN-AV account with TD SYNNEX Pricing Integration. Navigate to My Library from the left navigation menu. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/cFew readersHow to use TD SYNNEX pricing in Proposal?
Overview The TD SYNNEX Pricing Integration enables users to access real-time product pricing, availability, and account-specific pricing within the system, ensuring accurate and updated pricing for proposals and project quotations. Note : To use TD SYNNEX pricing in proposal, you need to first connect TD SYNNEX account with XTEN-AV account. Navigate to the proposal in which you want to use TD SYNNEX pricing. Click on the Rooms and Items section from the left navigation bar.Few readersHow to disconnect TD SYNNEX pricing integration?
Overview If you no longer want to use TD SYNNEX pricing integration, you can disconnect it from your system at any time. Disconnecting the integration will stop automatic price updates and disable ongoing API-based pricing sync between your platform and TD SYNNEX. Navigate to the profile icon in the top-right corner of the screen and select Settings from the menu. You wilFew readers