• How to connect with QuickBooks Online Version

  We are integrated with QuickBooks Online following 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 the 'QuickBooks' option under the 'Integrations' tab. (https://storage.crisPopular

• 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 SalesfoPopular

• 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 Zoho website. Log into your Zoho account to authenticate. (Popular

• 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/imagej0Popular

• 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 'OpSome 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 area. Once you click on it, you will find the 'Hubspot' option under the 'Integrations' tab. (https://storage.crisp.chat/users/helpdeskSome readers

• 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 the project you want to sync and click on the Project Settings option under the Actions option from 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 under the "Sync with Zoho" option (https://storage.crisp.chaSome 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: ● Enterprise Edition ● Unlimited 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/ 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. (https://storage.crisp.chat/users/helpdesk/website/e3cdaFew 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. Please select the documents youFew readers

• 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 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. Select the 'Accounts’ option. Choose Accounts that you would like to be pushed (uploaded) from XTEN-AV into your salesforce account by cliFew 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. Select the 'Accounts’ option. Choose Accounts that you would like to be pulled (downloaded) from salesforce into your XTEN-AV account by cFew 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. Once you click on it, you will find the 'Monday.com' option under the 'Integrations' tab. Select the 'ProFew readers

• 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 'OpportunitieFew 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' button and click on the submit button. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image2Few readers

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

  Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'QuickBooks' option under the 'Integrations' tab. Select the 'Contacts' option. Choose Contacts that you would like to be pulled (downloaded) from QuickBooks into your XTEN-AV account by clicking on the 'Pull Contacts' button and click on the submit button. (https://storage.crisp.chat/users/helpdesk/webFew readers

• How to sync Account from XTEN-AV to QuickBooks 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 'QuickBooks' option under the 'Integrations' tab. Select the 'Accounts' option. Choose Accounts that you would like to be pushed (uploaded) from XTEN-AV into your QuickBooks account by clicking on the 'Push Accounts' button and click on the submit button. (https://storage.crisp.chatFew readers

• How to sync XTEN-AV projects to Zoho?

  To sync your XTEN-AV projects with Zoho, first you need to connect an XTEN-AV with Zoho. There is a 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. Go to the 'Deals / Projects' option. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/Few 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. Settings To connect monday.com, first you need to install the Monday.com Application using the XTEN-AV Platform. Click on the 'Install Application' button under the monday.com section. Install ApplicaFew 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 is a two ways to sync your XTEN-AV all 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. Click on the Push account button under the Accounts Option. (https://storage.crisp.Few 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/helpdesk/website/e3cdFew readers

• How to sync contact from XTEN-AV to QuickBooks 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 'QuickBooks' option under the 'Integrations' tab. Select the 'Contacts' option. Choose contacts that you would like to be pushed (uploaded) from XTEN-AV into your QuickBooks account by clicking on the 'Push Accounts' button and click on the submit button. (https://storage.crisp.chaFew readers

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

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

• How to sync Zoho contacts to XTEN-AV?

  To sync your Zoho all contacts with XTEN-AV, first you need to connect XTEN-AV account with Zoho account. There is a 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. Click on the Pull contacts button under the Contacts Option. (https://storage.crisp.chat/Few readers

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

  You can use two ways to sync accounts 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 'Accounts’ option. Choose Accounts that you would like to be pulled (downloaded) from Hubspot into your XTEN-AV account by clicking on the 'Pull Accounts' button and click on the submit button. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image1wFew 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 Hubspot account by clicking on the 'Push Accounts' button and click on the submit button. (https://storage.crisp.chat/usersFew 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. Choose Deals that you would like to be pulled (downloaded) from Hubspot into your XTEN-AV account by clicking on the 'Pull Deals' buttFew readers

• 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 HubFew readers

• How to sync Zoho deals to XTEN-AV?

  To sync your Zoho deals with XTEN-AV projects, first you need to connect XTEN-AV account with Zoho account. There is a 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. Go to the 'Deals / Project' option. (https://storage.crisp.chat/users/helpdesk/website/e3cFew readers

• 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 yoFew 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 you click on it, you will find the 'Monday.com' option under the 'Integrations' tab. Select the 'Project/ProFew readers

• How to sync XTEN-AV contacts to Zoho?

  To sync your XTEN-AV contacts with Zoho, first you need to connect an XTEN-AV with Zoho. There is a two ways to sync your XTEN-AV contacts 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. Click on the Push contacts button under the Contacts section. (https://storage.crisp.chat/users/helpdesk/websiFew 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: 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. Choose Contacts that you would likeFew 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: 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. Choose Contacts that you would like to be puFew readers

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

  To sync your Zoho all accounts with XTEN-AV, first you need to connect XTEN-AV account with Zoho account. There is a two ways to sync your Zoho accounts 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.Few 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 ofFew 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

• 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 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 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 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 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://stFew 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 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 create sales order in Zoho Books

  How to create a sales order in Zoho Books? To create a sales order in the Zoho Books first you need to connect XTEN-AV with Zoho Books. To connect with Zoho Books, please see the reference link:- https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-zoho-daops8/ On the x.doc dashboard page, once the proposal has been moved to the accepted stage, you will find the 'Create Sales Order' option uFew readers

• SOLUTIONS360 (Q360) INTEGRATION with XTEN-AV

  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 integration is enabled,Few 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