TRXio is a third-party software for managing your inventory. This integration offers customers the ability to export SI Projects to TRXio, eliminating double data entry and making it easier to manage your product inventory.
SI Projects can be exported from SI and then imported into TRXio. In order to use this integration, you must first set it up. You will need an active TRXio account to proceed.
SI and TRXio are now configured to work together.
The way the integration with TRXio works is that you will export SI Project data and then import that data into TRXio.
Note: The Project(s) must be checked out to you in order to export.
If any of the Products in the Project do not already exist in TRXio, you will be prompted to create them before importing the Project:
When you click Start you will be prompted to create the missing Products in TRXio:
Once all of the Products are created, you will be prompted to create any other missing fields before importing, e.g. the Customer:
Once imported, you have the option to view the Project:
In addition to exporting SI Projects, Purchase Orders can also be exported and then import them into TRXio.
If any of the Products on the Purchase Order do not already exist in TRXio, you will be prompted to create them before importing the Purchase Order:
When you click Start you will be prompted to create the missing Products in TRXio.
Once all of the Products are created, you will be prompted to create any other missing fields before importing, e.g. the Vendor.
At some point, rather than exporting each Project or Purchase Order individually, you may want to automate the export to TRXio via Integration Settings.
From the Control Panel, open Manage Integrations and then click the Settings button:
Here you can choose to automate Project and Purchase Order exports based on check-in or on status change.
In SI you can check the inventory levels in TRXio in your Catalog, Projects, and when adding items to a Purchase Order:
From the Catalog, select your Products and click the Integrations tab and then Check Inventory->TRXio:
From a Project, select your Products and click Tools tab and then Check Inventory->TRXio:
This feature is also available when adding products to a Purchase Order: