Integrate with XSites |
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For files you need to keep in sync with your online products like Vault or your XSite, WinTOTAL includes a synchronization tool called “net.X Connect” that harnesses the power of our net.X technology to give you the fullest control over what is sync’d and what isn’t. Whenever you update a report with new order information, change the status of a report, mark a report to send to the Vault, or make any other changes that require WinTOTAL to update information on your online accounts, WinTOTAL adds those changes to a queue that you can preview before the changes are posted to your online accounts.
Before you can harness the full power of net.X Connect, you’ll need to configure it with your Username, Password, and preferred options. To access the net.X Configuration options…
- From the WinTOTAL Configuration
Utility, click net.X in the toolbar at the
top.
- Apply your changes and click Save.
Setting Up Your Username & Password
The first step to enabling the net.X Connect’s powerful XSite integration tools is to supply WinTOTAL with your a la mode Username and Password. To do so…
- Open the net.X configuration screen per the steps above if you have not already done so
- Then, click the Edit link to the right of the
XSite field to enter your XSite Username and
Password.
- Your XSite information is specific to your WinTOTAL user profile. The net effect is that network users can plug in their individual XSite logins so they only work with orders assigned to them.
- If you’re a single user, mark the option to save your password. However, appraisers in a multi-user office may wish to leave that disabled, requiring password entry when WinTOTAL needs to talk to your XSite. (For convenience, WinTOTAL remembers until you close it.)
- If you’re not the admin user for the XSite, the Accounting and Order Management option under XSite User Management must be enabled.
- Click OK to save your information and then click Save to accept your new configuration.
Once you’ve correctly entered XSite information into WinTOTAL, WinTOTAL sends a signal to your XSite and enables the new “Business Management” features which replace the “Orders” interface we previously had.
In the future if you need to change or remove XSite integration from WinTOTAL:
- Click Clear to remove WinTOTAL’s XSite integration
- Click the Edit link to the right of Current XSite
User to tie your current user profile to a different profile on your
XSite.
Configuring Sync Preferences
WinTOTAL allows you to specify how and when it synchronizes new and changed orders from your XSite. To change your net.X Connect configuration options.
- Open the net.X configuration screen per the steps above if you have not
already done so.
- If you want WinTOTAL to automatically run net.X Connect so you can keep it up to date as you use it, you can mark the Prompt to run net.X Connect on program close option. This initiates the net.X Connect process any time you close WinTOTAL so you can keep WinTOTAL and your XSite up to date without having to remember to manually sync the two.
- In the event that you synchronize an order that has different information
in your XSite than in WinTOTAL, you’re prompted to decide which data you want
to use. Whenever this occurs you can merge in the data from the XSite
order in one of three ways. Options are:
- Always prompt me to choose the direction of sync
- Always use the information from WinTOTAL
- Always use the information from my XSite
- Mark the option for the method you want to use.
- Click Save to update your changes.
Once you’ve configured net.X Connect, see the Synchronize WinTOTAL section in the Appraisal Desktop chapter of this user’s guide to learn more about how to use it.
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