How to Locate Automation Services in Xvantage™

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Overview:

This document outlines the step-by-step process to help you locate Automation Services in Xvantage.

Process:

  1. Log in to Xvantage.

  2. Hover over the left navigation menu and select Services.

  3. Click Automation, then select APIs.

  4. The APIs Landing Page will open.

  5. On the APIs page, you can:

    • Click Get Started to open the Integrations API Portal in a new browser tab.

    • Explore the API overview and select Learn More to discover how Xvantage APIs can help streamline your business processes, including:

      • Product Catalog

      • Quotes

      • Orders

      • Invoices

    • Review the FAQ section for information about APIs, webhooks, and general integration topics.

    • Click Contact Us to open your default email application and submit inquiries to the Automation Services team.