Overview:
This article provides the step-by-step process on how to install and configure an application in Xvantage.
Process:
Log in to Xvantage.
Hover over the left-hand navigation menu and click Integrations Hub.
You can select a Category and an Integration type from the applicable sections.
A list of available applications will be displayed.
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.
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
Click Install.
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.
You need to check the boxes of the requirements in the Install Integration pop-up window, then select Install to confirm.
Once the installation is complete, a confirmation message will appear in the Integrations Hub. The application will also be added to the Manage Apps section for easy access. You may use filters on the Integrations Hub home screen to view your installed applications.