How to Create or Update a Quote in Xero via XTEN-AV?
Overview You can create new quotes or update existing ones in Xero through XTEN-AV. This helps you manage quote details associated with your proposals and maintain an organized quoting workflow. Navigate to the X-DOC section and select X-DOC Dashboard from the left navigation menu. Locate the proposal for which you want to create or update the quote, then select the three-dot (Few readersHow to Create or Update a Purchase Order (PO) in Xero via XTEN-AV?
Overview You can create new purchase orders or update existing ones in Xero through XTEN-AV. This helps you manage purchase order details associated with your proposals and maintain an organized purchasing workflow. Navigate to the X-DOC section and select X-DOC Dashboard from the left navigation menu. Locate the proposal for which you want to create or update the purchase ordeFew readersHow to Connect XTEN-AV Account with Xero Account?
Overview: You can connect your Xero account with XTEN-AV to set up the integration. Follow the steps below to authorize access to your Xero organization and complete the connection. Log in to your XTEN-AV account and navigate to Settings from the top right corner. Once you click on it, you will find the Xero option under the Integrations tab.  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 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. . 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 readersHow to connect with QuickBooks Online Version
Overview: XTEN-AV allows users to integrate their accounts with QuickBooks Online to streamline accounting and project management workflows. Users with a QuickBooks Online Plus or Advanced plan can connect their QuickBooks account through Settings > Integrations > QuickBooks by selecting Connect with QuickBooks and signing in to their account. Once connected, users can sync supported data between both platforms and manage invoices, purchase orders, accounts, and contacts more efPopularHow 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 toPopularHow to connect with Snap One Pricing?
Overview: XTEN-AV allows users to connect with Snap One to access product pricing within the platform. By configuring the Snap One integration, users can retrieve relevant pricing information for supported products, helping them prepare accurate proposals and manage project costs more efficiently. Navigate to the Vendors section from the left navigation menu. On the Vendors page,Few readersHow 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 connect XTEN-AV with ADI to get real-time dealer pricing?
Overview XTEN-AV allows users to connect their ADI account to access real-time dealer pricing for products within the platform. By configuring the ADI pricing integration, users can retrieve updated pricing information and use it when adding products to their projects. This integration helps streamline product selection, improve pricing accuracy, and simplify the preparation of project estimates and proposals. Navigate to the Vendors section from the left navigation menu.  Description: Send Contact to XTEN-AV (you can provide your own name and Description) Method: POST (mandatory) **URFew 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 create an invoice in QuickBooks?
Overview: XTEN-AV allows users to create and manage invoices in QuickBooks directly from the X-DOC Dashboard. Once QuickBooks is connected to XTEN-AV, users can select the required document, choose the customer and invoice type, and create the invoice. After processing, the invoice will be available in the Invoices section of QuickBooks, where users can also edit it as needed. To create an invoice in the QuickBooks first you need to connect XTEN-AV with QuickBooks. To connect with QuicPopularHow to create an Purchase order in QuickBooks?
Create purchase orders in QuickBooks from X-PRO and simplify AV procurement management.PopularHow 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 (⋮) menSome readersHow to create X-PRO purchase order in Quickbooks?
Create X-PRO purchase orders in QuickBooks and manage AV procurement records efficiently.Few readersHow to disconnect Snap one pricing integration?
Overview: XTEN-AV allows users to disconnect the Snap One pricing integration from their account when they no longer wish to use it. Users can access the pricing integration settings and disconnect their Snap One account. This helps users manage their pricing preferences and switch to another available pricing source as needed. To Disconnect your Snap One Pricing account with XTEN-AV, click on the Settings option in the top right profile area.  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. . 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 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 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 Push Contacts 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 “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/website/-/e/3/cFew 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 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 Accounts button and click on the Submit button.  from XTEN-AV into yoSome readersHow to sync an individual XTEN-AV project with Hubspot?
Go to the project page, open the Project Settings menu, click on Sync with Hubspot, and then select Push Changes to Hubspot. 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 ConnectWise PSA into your XTEN-AV account by clicking on the 'Pull Opportunities' button and click on the submit button.Few readersHow 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. Click on the **Pull ContactsPopularHow to sync Contact from Monday.com to XTEN-AV?
Overview: XTEN-AV allows users to sync contacts between Monday.com and their XTEN-AV account. Users can import contacts from Monday.com into XTEN-AV or push existing XTEN-AV contacts to Monday.com. This can be done through Settings > Integrations > Monday.com > Contacts or from the Accounts & Contacts page using the available sync options. This integration helps users keep their contact information organized and updated across both platforms. To sync your Monday.com contacSome readersHow to sync Contact from QuickBooks to XTEN-AV?
Learn how to transfer customer and contact information between QuickBooks and XTEN-AV.PopularHow to sync contact from XTEN-AV to Hubspot account?
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. To push (upload) contacts from XTEN-AV into your Hubspot account, click on the Push Contacts bSome readersHow to sync contact from XTEN-AV to Monday.com?
Overview: XTEN-AV allows users to sync contacts from their XTEN-AV account to Monday.com, making it easier to maintain contact information across both platforms. Users can initiate the sync through Settings > Integrations > Monday.com > Contacts or directly from the Accounts & Contacts page. This integration helps streamline contact management and ensures that relevant contact details are available in Monday.com for improved workflow and coordination. To sync your XTEN-AV cSome readersHow to sync contact from XTEN-AV to QuickBooks account?
Overview: The QuickBooks integration in XTEN-AV allows users to sync contacts from XTEN-AV to their QuickBooks account. To do this, navigate to Settings > Integrations > QuickBooks > Contacts and click Push Contacts. Select the desired contacts from the list and click Submit, then click Sync Contact to complete the process. Once synced, the selected contacts will be available under the Customers section in the QuickBooks dashboard. Please navigate to the Settings option located in thSome 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 Dynamics365 intSome 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 Dynamics365 account by clicking on the 'Push Accounts' button and click on the submit button.  are complete, users can push project data and select the documents they want to share. Projects can be synced through the Settings > Integrations section, the Project Settings menu, or the All Projects page. Once synced, users can access their XTEN-AV project data in the Project section of Monday.com. To sync youSome readersHow to sync Projects from Dynamics365 to XTEN-AV?
Learn how to connect project records between Dynamics 365 and XTEN-AV for better workflow management.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 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. Click on the profile icon in the top-right corner and select Settings. Once you click on it, you will find the Salesforce option under the Integrations tab.  from XTEN-AV into your ConnectWise PSA account by clicking on the 'Push Accounts' button and click on the submit button.  accounts from XTEN-AV into your Hubspot accoSome readersHow 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 **SSome readersHow 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. , 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 readersHow to use ADI pricing in BOM?
Overview: XTEN-AV allows users to access ADI product pricing and add products to their project's Bill of Materials (BOM). Once the ADI pricing integration is configured, users can search for ADI products from the Search & Add Products section and add the required items to their BOM. This helps users manage product selection and pricing more efficiently while preparing project designs and proposals. Open your design and go to the BOM (Bill of Materials) page. . After connecting their XTEN-AV account to Snap One, users can open the project, navigate to Design > Edit BOM, and search for the required products on the Search & Add Products page. Once a product is selected, it is automatically added to the BOM, making it easier to include Snap One products in project designs. To add products from Snap One BOM, you first need to connect yourFew 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 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 readersMicrosoft Dynamics365 Sales Integration Documentation
Learn how to connect Dynamics 365 Sales with XTEN-AV to automate customer and project workflows.PopularHow to Create or Update an Invoice in Xero via XTEN-AV?
Overview You can create new invoices or update existing ones in Xero through XTEN-AV. This helps you manage billing details associated with your proposals and maintain an organized workflow. Navigate to the X-DOC section and select X-DOC Dashboard from the left navigation menu. Locate the proposal for which you want to create or update the invoice, and click on the three-dotFew readersNETSUITE CRM integration with XTEN-AV
Learn how to integrate NetSuite CRM and XTEN-AV to improve business operations and project management.Few readersOutlook Business Email Integration
Learn how to connect Outlook Business Email with XTEN-AV and streamline communication workflows.Some readersQuickBooks 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 offPopularSetup 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 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 readersWhich 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: ● EPopular