Summary:
The Integrations Hub enables you to connect Xvantage™ with key business applications, including CPQ, CRM, PSA, and eCommerce platforms. These integrations help streamline business processes, improve operational efficiency, and simplify data exchange between Xvantage and your existing systems.
This FAQ provides an overview of how to access, navigate, and manage integrations within the Integrations Hub.
Table of Contents:
How do I access the Integrations Hub?
How do I filter integrations in the Integrations Hub?
How do I sort the available integrations?
Where can I find learning resources for the Integrations Hub?
How do I view installed apps?
Question #1: How do I access the Integrations Hub?
Answer: From the Xvantage's left navigation menu, select Integrations Hub. The Integrations Hub page displays the available integrations supported by Xvantage.
Question #2: How do I filter integrations in the Integrations Hub?
Answer: Use the filtering options on the left side of the page to narrow the displayed integrations.
Available filters include:
Category: Filters integrations by business function.
Integration Type: Filters integrations by supported integration type.
Select or clear the checkboxes to update the results. The integration list refreshes automatically when filter selections change.
Question #3: How do I sort the available integrations?
Answer: Use the Sort By drop-down menu located on the upper-right side of the page.
Available sorting options may include:
Recommended
Recently Updated
Alphabetical Order
Other available sorting criteria
Select a sorting option to reorganize the integrations displayed on the page.
Question #4: Where can I find learning resources for the Integrations Hub?
Answer: Select the Learn tab within the Integrations Hub.
The Resource Center provides access to:
Product videos
Training materials
Documentation
Additional integration resources
These resources can help you learn more about available integrations and their capabilities.Within the Integrations hub page, press the Learn tab. You will be directed to the Resource Center, where videos and other resource files about Integrations Hub are listed.
Question #5: How do I view installed apps?
Answer: Select the Manage Apps tab within the Integrations Hub.
The Manage Apps page displays the integrations currently installed and configured for your organization.
From this page, you can:
View installed applications
Access application settings
Manage integration configurations
Update or remove supported integrationsns hub page, switch to the Manage Apps tab.