Setting up XOi Integration

The XOi Integration Setup in Schedule is 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 this window from a browser.) The XOi Integration Setup section is conditionally enabled if the See feature is registered for MobileTech, otherwise this tab is hidden. After setting up the integration, two XOi user roles are created and are hidden from the User Roles window. The XOi user is hidden from the User Detail window.

XOi Deep Linking is:

• 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 menu icon 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.
   • Confirm 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.

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