Introduction

In the Integration section, you can manage connectivity features and integrations of the XTRF Platform with external systems.

CAT tools

In this section, you can manage your CAT tool integrations. The list of displayed CAT tools depends on which integrations you have already configured for your XTRF Platform.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected CAT tool to open its configuration. Click the icon to open it in edit mode.

• To learn how to add and configure a CAT tool, see the related articles in the CAT tools section of the XTRF Knowledge Base.

• To delete a CAT tool configuration, click the icon.

Periodic Jobs

In this section, you can add and manage the periodic jobs for your XTRF Platform.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to create a new optional periodic job. For details, see the Add a periodic job guide.

• Click on the selected periodic job to open its configuration. Click the icon to open it in edit mode.
  Mandatory system jobs are neither editable nor deletable.

• Click the icon to execute a periodic job once.

• Click the icon to execute a periodic job repeatedly, according to the settings provided in the periodic job configuration.

• Click the icon to stop the periodic job.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all periodic jobs

  • Run the selected jobs once

  • Run the selected jobs repeatedly

  • Stop the selected jobs

  • Duplicate a selected job

  • Delete the selected jobs

Quick Books

To learn more about integration with Quick Books, see the QuickBooks integration overview section of the XTRF Knowledge Base.

Quick Books Online

To learn more about integration with Quick Books Online, see the QuickBooks integration overview section of the XTRF Knowledge Base.

Smart Connectors

In this section, you can add and manage the Smart Connectors for your XTRF Platform.

• Edit the default view or create a new one. To learn how to do that, see the Smart views article.

• Check the information about the number of available and already used Smart Connectors.

• To open a Smart Connector, click on its line in the list. To open it in edit mode, click the icon.

• To add a Smart Connector, click the Add Smart Connector button on top of the list of Smart Connectors.

• If you select a checkbox in the left column, additional buttons appear on top of the list of Smart Connectors:

• Click the Duplicate button to create another Smart Connector with similar settings.

• Click the Delete button to delete the selected Smart Connector.

Text Message Broker

This functionality is deprecated.

XTRF Macros

In this section, you can add and manage macros for your XTRF Platform.

• Decide whether you allow using macros on the XTRF Platform with the Enable XTRF Macros checkbox.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• To add a macro, click the Add button on top of the XTRF Macros list.

• Click on the selected macro to open its configuration. Click the icon to open it in edit mode.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all macros

  • Activate or deactivate the selected macros

  • Delete the selected macros.