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Excerpt |
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The XOi Integration Setup is used to set up XOi integration password and to view Schedule integration information that needs to be provided to XOi Technologies. If you are not the Administrator setting up the XOi integration, you can print Schedule Integration window from your browser. Note |
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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. |
- In Schedule, select the Hamburger menu
and then select Administration. - Select the Integrations tab.
- 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.
- 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.
In the Active Dynamics Companies section, all active company companies' details (Company Name and Company ID) are shown as more than one company may need to be set up with XOi Technologies.
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Overview
With XOi Deep Linking turned on, four read-only notes are attached to the service appointment.
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