Customer Onboarding - App Xchange for Products Checklist

If you have built an integration and are ready to deploy this integration to your customers, follow these steps to create and connect a customer workspace. You must complete a new form for each new deployment.

1. In your self-service portal, submit the Customer Deployment Request form. It will be sent to the App Xchange onboarding team, who will contact the customer directly to gather connection information for the ERP connectors and create the customer's workspace. You can review the ERP setup guides on their respective App Connector pages.
   Note: If you do not have a portal, please contact your Customer Success Manager.

2. The App Xchange team will work directly with the customer to configure the following ERP connectors:

   • • Viewpoint Vista

     • Viewpoint Spectrum

     • Sage 100

     • Sage 300

     • CMiC

     • Foundations

You must configure all other connectors for your customer.

3. Once the workspace is created and the ERP connector is configured, the App Xchange team will email the person who submitted the form. 

4. Once you receive the email from App Xchange, you can onboard your customer (Construction Company) via App Xchange. You can find their workspace in your Customers page accessed via the left navigation pane.

The customer workspace is now created and connected.

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