App Xchange for Products Onboarding Customer Checklist

Once you have built your integration and are ready to deploy this integration to your customers, please use the following steps to get a workspace created and connected. For each new deployment, a new form must be created. 

1. Fill out this onboarding form. This form will be sent to App Xchange Support, 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 set up guides here. 

2. The App Xchange team will work directly with the customer to configure the ERP connector. 

3. The App Xchange team will communicate via email with whomever submitted the form once the workspace is created and the ERP connector is configured. 

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

We will help customers configure the following connectors: 

• Viewpoint Vista

• Viewpoint Spectrum

• Sage 100

• Sage 300

• CMiC

• Foundations

You must configure all other connectors for your customer.