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XactAnalysis & DASH integration setup

Question

  • How can I link Xact and DASH?
  • How can I set up the XactAnalysis (XA) sync with DASH 

 


Answer

Setting up an integration between your XactAnalysis (XA) and DASH environments allows your information and assignments to flow between systems. 

  1. Locate your Xactnet address and Xact ID
  2. If you are not sure what your Xact ID is, follow these steps:
    • Open XactAnalysis
    • Go to Administration > Company Setup and Exports and get the "Account ID".
    • NOTE: if you do not have access to "Company Setup and Exports" then you will need to reach out to your administrator or to Xactware for assistance with your security access.
  3. Once you have your Xactnet Address and Xact ID, navigate to your DASH environment.
  4. Once you are logged in, go to Administration > Company Settings > Office (NOTE: some Franchises do not have security access to this area of DASH, reach out to our Support team if you are unable to access Administration > Company Settings > Office).
  5. Click on "Edit Xacnet Address" next to the office that you would like this XA account linked to
  6. You will want to add the Xactnet Address here and save. 
  7. Next, you will need to reach out to our support team so that we can enable the integration from the backend. 
  8. Please paste this message below into a chat or email us at (support@nextgearsolutions.com):

    Hello! I need my XactAnalysis and DASH integration completed by support. Phone Number:
    Email address:
    DASH Company ID:
    XA account ID:
    Xacnet address:




Questions? Contact Us!

 




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