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Excerpt

The XOi Integration Setup is used to set up XOi integration password and to view Schedule integration information for setting up the integration with XOithat needs to be provided to XOi Technologies. If you are not the Administrator setting up the XOi integration, you can print this Schedule Integration window from your browser.

Note
This section displays if you have SEE registered. You will also need to turn on the XOi Deep Linking feature in MobileTech Admin. See XOi Integration in the MobileTech 8.0 Installation & Administration Guide for more information.
  1. In Schedule, select the Hamburger menu  and then select Administration.
  2. Select the Integrations tab.
  3. Under Account Detail:
    • User Name
      Displays the user name for the XOi integration.
    • Password
      Enter the XOi password.
    • Comfirm Password
      Enter your XOi password again. If you've mistyped the password, an error message displays that the passwords don't match.
  4. Under Integration Details, complete the following fields:
    • API Url
      Displays the Schedule API Url that is found in the Schedule log file. 
    • Signature Version
      Displays the current Signature major version.
  5. In the Active Dynamics Companies section, all active company details (Company Name and Company ID) are shown, however you may not be setting up an integration with all companies.


Overview

With XOi Deep Linking turned on, four read-only notes are attached to the service appointment.

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