How to Map Products Through the Mapping Screen in Xvantage™

Overview:

This article provides a step-by-step guide on how to map products through the mapping screen in Xvantage.

Process:

1. Log in to Xvantage.

2. In the left navigation menu, click My Business then select Cloud Services.  This will open a separate tab with User Interface 1 (UX1) for Resellers, then click Integrations. 

3. On the dashboard, click the gear icon and select Mapping.

4. Select the product you want to map in the Products tab of the Mapping screen. You can also add a product to Dynamics by clicking Add product to Dynamics in the drop-down menu and configuring its parameters.

5. In the Fees Mapping pane, you can associate a Cancellation Fee with a product before synchronizing them.

6. To unmap a product, click the three-dot icon for the product and click Unmap.