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This

The XOi Integration Setup section is conditionally enabled if the See feature is registered for MobileTech, otherwise this tab is hidden.

XOi Deep Linking

is compatible with MobileTech v8 and higher

must be first be enabled in MobileTech Admin. See XOi Integration in the MobileTech 8.0 Installation & Administration Guide for more information.

Excerpt

The XOi Integration Setup in Schedule is used to configure settings used by XOi Technologies to access a specific API that is used by XOi for the Deep Linking workflow feature. This information must be provided to XOi. (A Schedule Administrator can print the contents of theis window from a browser.)

Note
titleIMPORTANT
Note
titleIMPORTANT

XOi Deep Linking is

available

:

  • Compatible with MobileTech v8 and higher.
  • Available for supported versions of Signature 2016 and Signature 2018.
  • Enabled in Schedule 4.5 and higher.

To set up the XOi Integration in Schedule:

  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. 
    • Signature Version
      Displays the current Signature major version.

  5. In the Active Dynamics Companies section, all active companies' details (Company Name and Company ID) are shown as more than one company may need to be set up with XOi Technologies.

    Note
    The Active Dynamics Companies list includes all active Dynamics companies that may or may not have Signature and/or Schedule installed.

Overview

With XOi Deep Linking turned on and the XOi integration is set up in Schedule, this is what you can expect to happen with schedule service appointments. In XOi's Vision app, a job is the same as a service appointment in MobileTech.

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