Release Notes 26.6.1
What’s New
ConnectWise — Integration Management Enhancements
We've introduced new ConnectWise integration enhancements in the Integrations Hub, providing improved customer import, mapping, and data alignment capabilities directly within the Integrations Hub.
Customer import experience – Search, review, and import ConnectWise customer records directly from Xvantage, including support for bulk import actions
Enhanced customer setup experience – Structured account information and administrative contact forms help simplify customer onboarding and validation
File-based mapping support – Download XLSX templates, populate mappings for customers, subscriptions, and products, and upload completed files directly into Xvantage
Improved mapping visibility – Gain better visibility into mapping status and alignment between Xvantage and ConnectWise PSA data, making discrepancies easier to identify and resolve
Bulk product mapping – Map multiple products to agreements through a single file upload process, reducing manual effort and improving setup efficiency
These enhancements simplify ConnectWise integration management and help improve data accuracy, visibility, and onboarding efficiency.
Returns & Claims — New Self-Service Experience
We've introduced a new Returns & Claims experience in Xvantage, giving you a centralized place to submit, manage, and track return and claim requests from start to finish.
Centralized Returns & Claims workspace – Access all your returns and claims from a single page with search, filtering, status tracking, and visibility into both open and completed requests
Self-service request management – Submit return and claim requests directly in Xvantage, including returns, short shipment claims, and collection requests, without needing to contact support
Detailed case visibility – Open any request to view line-item details, request status, reference numbers, credit information, supporting documents, and return instructions
Activity history and communication – Track progress through status updates, notes, documents, and request history, helping you stay informed throughout the lifecycle of a case
Credit and claim transparency – View estimated credits, approved amounts, and claim outcomes directly within the Returns & Claims experience
Improved tracking and organization – Filter and manage requests by status, type, creation date, and last modified date, making it easier to find and monitor active cases
Integrated Returns & Claims support experience – Access self-service guidance, Returns & Claims portal URLs, knowledge base resources, live chat, and support ticket options directly through the Xvantage Digital Assistant
These enhancements provide a more transparent and streamlined way to manage returns and claims, giving you greater visibility and control throughout the process.
