How to Install and Configure an Application in Xvantage™

Overview:

This article provides the step-by-step process on how to install and configure an application in Xvantage.

Process:

1. Log in to Xvantage.

2. Hover over the left-hand navigation menu and click Integrations Hub.

3. You can select a Category and an Integration type from the applicable sections.

4. A list of available applications will be displayed.

5. From the list, you can choose to:

   • Click on an application to view integration-specific details, or

   • Click Install to proceed directly with the installation.

6. Selecting a particular application displays the following information:

   • Purpose of the integration

   • Current integration features

   • Testimonials

   • Application details, including:

     • Name of the developer

     • Application version

     • Last updated date

     • Supported languages and categories

7. Click Install.

8. A pop-up window will appear with the following requirements:

   • I have an active account (for the application). You need an active account to install this app.

   • I have completed my business system setup. An incomplete business system setup may block integrations activation. - You can click on View guidance to read about business system setup.

9. You need to check the boxes of the requirements in the Install Integration pop-up window, then select Install to confirm.

10. Once the installation is complete, a confirmation message will appear in the Integrations Hub. The application will also be added to t