Release Notes 26.3.3
What’s New
Integrations Hub — Enhanced Configuration, Automation & Data Sync
Integrations Hub continues to evolve with new capabilities that make it easier for you to connect systems, automate workflows, and access Xvantage data more efficiently.
Improved ConnectWise uninstall experience: When uninstalling the ConnectWise PSA integration, you are now redirected directly to the relevant configuration screen where you can disable the integration—ensuring a more consistent and seamless experience.
Centralized API credentials: You can now find your Cloud Marketplace API URL, username, and subscription key directly under Manage apps, giving you a single, reliable place to manage integration access.
Rewst workflow automation: You can connect Rewst to automate customer management, subscription updates, order creation, and reporting—helping reduce manual effort and scale your operations more efficiently.
Integrations performance dashboard: A new dashboard provides visibility into your app usage and performance, helping you monitor activity and optimize your integrations.
Enhanced Salesforce CRM synchronization: You can now retrieve detailed quote data—including lines, totals, statuses, and terms—with flexible filtering to display only the information relevant to your workflows.
HubSpot CRM workflow improvements: Key workflows are now more flexible and consistent, with improved data alignment, standardized mapping, reduced duplicate processing, and enhanced monitoring for easier troubleshooting.
These enhancements give you greater control, better visibility, and more flexibility to manage integrations and streamline your day-to-day operations.
Mobile App: Order Status Tracking Push Notifications
You can now receive real-time order updates directly in the Xvantage Mobile App for iOS and Android, keeping you informed at every stage of the order journey—from confirmation through delivery.
Real-Time Notifications: Instant alerts notify you of key order status changes, including confirmation, shipping, delivery and backorder updates.
Notification Preference Management: Control which notifications you receive by easily toggling preferences on or off within the app.
Quick Access to Order Details: Tapping a notification takes you directly to the relevant Order Details screen where the current status and tracking information are available in one place.
These enhancements help you stay informed, respond faster to order changes, and manage your orders more efficiently on the go.
Vendor-Approved Picks — Vendor Recommendations in Product Pages
Vendor-Approved Picks are now available in Xvantage, bringing vendor-curated recommendations directly into the product detail page to help you discover relevant add-ons and complementary items more easily. A dedicated Vendor-Approved Picks section highlights products recommended by vendors, making it easier to identify accessories and build more complete solutions alongside your primary purchase.
Improved Account Hold Visibility due to Expired Tax Exemption Certificate
Xvantage now provides clearer visibility when your account is placed on hold specifically due to an expired tax exemption certificate, helping you quickly understand the reason and take action to resolve the issue. When this type of hold is applied, a prominent banner appears at the top of Xvantage upon login, informing you that order processing is blocked and providing guidance on how to resolve the issue.
