Effortlessly Sync
XTEN-AV with ConnectWise PSA

Connect XTEN-AV with ConnectWise PSA to sync accounts, contacts, opportunities, projects, and forecast data, keeping your AV sales and project information connected and updated across both platforms.

ConnectWise

Connect ConnectWise PSA with XTEN-AV​

Sync opportunities, projects, accounts, contacts, and forecast data between XTEN-AV and ConnectWise PSA to keep your AV sales and project information connected across both platforms.

Automatic Drawing & Layout Sync

Sync Opportunities & Projects

Sync ConnectWise PSA opportunities with XTEN-AV projects to keep sales pipeline and project information connected.

Real-Time Accurate Proposals & Records

Sync Accounts Both Ways

Push XTEN-AV accounts to ConnectWise PSA or pull ConnectWise PSA accounts into XTEN-AV to maintain accurate customer data.

Seamless 2-Way Sync

Sync Contacts Both Ways

Sync contacts between ConnectWise PSA and XTEN-AV to keep customer information updated across both systems.

Automated Deals & Project Creation

Track Forecast Amounts

Sync forecast amounts from ConnectWise PSA to XTEN-AV and maintain accurate opportunity value information.

How to Connect ConnectWise PSA with XTEN-AV in 5 Steps

Set up the XTEN-AV ConnectWise PSA integration to sync accounts, contacts, opportunities,
projects, and forecast data between XTEN-AV and ConnectWise PSA.

Connect & Authenticate
Sync ConnectWise PSA Accounts
Sync XTEN-AV Accounts
Sync Opportunities & Projects
Sync Contacts

Connect & Authenticate

Sync ConnectWise PSA Accounts

Sync XTEN-AV Accounts

Sync Opportunities & Projects

Sync Contacts

Connect ConnectWise PSA with XTEN-AV

Securely connect your ConnectWise PSA account with XTEN-AV using your PSA credentials to enable synchronization of accounts, contacts, opportunities, and project data.

1 Go to Settings > Integrations
2 Select ConnectWise PSA
3 Enter your ConnectWise PSA credentials and authenticate
Read KB Article
Connect & Authenticate

Explore ConnectWise PSA Integration Guides

Follow step-by-step guides to connect ConnectWise PSA with XTEN-AV and sync accounts, contacts, opportunities, projects, and forecast data across both platforms.

Connect ConnectWise PSA with XTEN-AV and Keep Your PSA Data in Sync

Integrate ConnectWise PSA with XTEN-AV to sync accounts, contacts, opportunities, projects, and forecast data, keeping your sales and AV project information connected and updated across both platforms.

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