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TRXio

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.

Setup

 

  1. Contact api@d-toolshelp.com and request that the TRXio integration be activated for your account.
  2. In SI, go to Start->Control Panel, then open "Manage Integrations"

 

manage integration button.png

 

  1. Click the "View API Key" link

 

manage integrations.png

 

  1. Click the Copy button to copy your API Key and then close these windows.

 

api key.png

 

  1. Log in to your TRXio account.
  2. Click the Settings button and then the Configuration link:

 

settings configuration.png

 

  1. Click the Integration tab, then toggle the button to Yes for D-Tools SI and paste your API Key in the field:

 

api key in trxio.png

 

SI and TRXio are now configured to work together.

Exporting/Importing Projects

 

The way the integration with TRXio works is that you will export SI Project data and then import that data into TRXio.

 

  1. From the Project Explorer in SI select the Project(s) you wish to export and then click the Integrations tab, then the Export button:

 

export.png

 

Note: The Project(s) must be checked out to you in order to export.

 

  1. The Project(s) will either export automatically, or, if you are connected to more than one third-party integration, you will be prompted to choose where to export the Project. Tick the box next to TRXio and click Export.

 

select integrations.png

 

  1. You will get a confirmation once the Project has been exported:

 

confirmation of export.png

 

  1. Log in to TRXio and click the Projects button and select D-Tools Import:

 

import projects trxio.png

 

  1. A window will open showing all available exported Projects. Click the Import button next to the Project you wish to import:

 

import project.png

 

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:

 

create products.png

 

When you click Start you will be prompted to create the missing Products in TRXio:

 

creating product.png

 

Once all of the Products are created, you will be prompted to create any other missing fields before importing, e.g. the Customer:

 

create customer.png

 

  1. The D-Tools Project Details window will open where you can make adjustments as needed. When ready, click the the Import button:

 

project details import.png

 

Once imported, you have the option to view the Project:

 

confirmation of import.png

 

Exporting/Importing Purchase Orders

 

In addition to exporting SI Projects, Purchase Orders can also be exported and then import them into TRXio.

 

  1. Select the Purchase Order(s) you want to export to TRXio, click the export button on the Integrations tab:

 

exort po.png

 

  1. The Purchase Order(s) will either export automatically, or, if you are connected to more than one third-party integration, you will be prompted to choose where to export the Purchase Order. Tick the box next to TRXio and click Export.

 

export po to trxio.png

 

  1. Log in to TRXio and click the Labeling button and select Import from D-Tools:

 

labeling button import from d-tools.png

 

  1. Here you will see a list of all Purchase Orders that have been exported to TRXio and have yet to be imported. Click the Import button next to the Purchase Order of choice.

 

select and import po.png

 

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:

 

create products for po.png

 

When you click Start you will be prompted to create the missing Products in TRXio.

 

new product from po.png

 

Once all of the Products are created, you will be prompted to create any other missing fields before importing, e.g. the Vendor.

Automation

 

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:

 

manage integration button.png

 

manage integration settings button.png

 

Here you can choose to automate Project and Purchase Order exports based on check-in or on status change.

 

project automation.png

 

 

po automation.png

Checking Inventory

 

In SI you can check the inventory levels in TRXio in your Catalog, Projects, and when adding items to a Purchase Order:

 

check inventory.png

 

From the Catalog, select your Products and click the Integrations tab and then Check Inventory->TRXio:

 

check inventory catalog.png

 

From a Project, select your Products and click Tools tab and then Check Inventory->TRXio:

 

check inventory project.png

 

This feature is also available when adding products to a Purchase Order:

 

check inventory po.png

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