Solutions 360
Table of contents
Integration Status
- This API integration is in the Beta phase and available for a few customers.
- If you are a user of both D-Tools SI and Solutions 360 and would like to test the integration, please contact your Solutions 360 representative and the D-Tools API team (api@d-toolshelp.com) to enable the integration for you.
- Please note that some features are not yet available.
Features
- From an Existing 360 Opportunity to New D-Tools Project, and back to the same existing Existing 360 Opportunity
- From a New D-Tools Project to a New 360 Opportunity
Please note Change Orders are currently not part of this integration solution.
Details
Solutions 360 is a third-party software for Project Management and Customer Relationship Management services.
Please read more on our Press Release: https://d-tools.com/solutions360-integration-pr/
Integration Overview: https://d-tools.com/360-integration/
This integration with Solutions 360 offers:
- The ability of:
- Create a new project in D-Tools from Solutions 360
- Export a project from D-Tools to Solutions 360
- Elimination of double data entry and making it easier to manage projects that were originally designed in D-Tools.
- Capture all the engineering detail when designing a project with D-Tools SI software.
Video
Coming soon
Pricing
The pricing for the integration has not been determined yet. Please note this integration is only available for Software Assurance (SA) Subscribers. Please also note it is only supported by the latest versions of D-Tools System Integrator.
Access
Please request access to the integration by sending an email to api@d-toolshelp.com prior to perform the setup. D-Tools will enable access to your specific account within 48 hours.
Please also request the integration access to Solutions 360 as it needs to be enabled on the Solutions 360 app.
Initial Setup
In order to use this integration, you must first set it up. This is a one-time setup. You will need an active Solutions 360 account and have purchased the integration.
1. In SI, go to Start->Control Panel, then open "Manage Integrations".
Important note: If this feature is not available, please send an email to api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you. Please note you must be on the latest version of D-Tools and subscribing to Software Assurance (SA) to access this feature.
2. Select Solutions 360, then click the "View API Key" link
3. Click the [Copy] button to copy your API Key and then close these windows.
4. Login to Solutions 360.
5. Enter the API key under integration. For additional details, please contact Solutions 360 support,
If you need assistance, please contact api@d-toolshelp.com
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