Integration with XTEN

Prerequisites:

1. Sales Rep on the quote must have an active account in XTEN. XTEN requires an email address to authenticate the API connection.

Note:  The q360 contact record linked to the UserID must have an email address populated.  This email address must match XTen-AV login.  System uses the SalesRep on the quote to determine the UserID/email for the API authentication.

Q360 Configuration:

1. Maintenance Menu > API Configuration > XTen
2. Enter API Key (acquired from XTen AV)
3. Enter Price Source (this controls whether the price of line item should be set based on XTen or the price from Q360)
4. Enter Cost Source (this controls whether the cost of line item should be set based on XTen or the price from Q360)

Using the Integration:

Push Q360 Quote to XTen AV:

1. Create a Quote in Q360
2. Click on the Extended Menu > Select “Export to XTen.”  This will push the quote and customer record in XTen AV

Import XTen BOM into Q360 Quote:

1. Open Q360 Quote
2. Click on the Extended Menu > Select “Import from XTen.” This will import BOM from XTen into Q360

Import Rules:

1. Price/Cost of quote item will be set based on the API Configuration
2. If part# being imported doesn’t exist in Q360, it will still add it to quote item as “Unverified item”
3. XTen Design will be imported to Group 1 i.e. Huddle Room.
4. XTen Equipment will be imported to Group 2 i.e. Video, Audio and Accessories.