How to Set Up the Integrations Hub in Xvantage™

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Overview: 

This article provides step-by-step instructions on how to access the Integrations Hub in Xvantage and begin setting up an application integration. The Integrations Hub allows customers to discover, install, and configure integrations to connect Xvantage with third-party and native applications.

Process: 

  1. Log in to Xvantage.

  2. From the left-hand navigation menu, select Integrations Hub.

  3. Use the search bar to find the application you want.

  4. Select the application and follow the installation instructions provided on the platform.

  5. During the setup process, the Integrations Hub may prompt you to complete the following configuration steps:

    • Credential Input: Enter required credentials such as Client ID, Client Secret, and Customer Number.

    • Data Synchronization: Configure data syncing settings between Xvantage and the integrated application.

    • Testing and Verification: Validate the integration to ensure it is functioning correctly.