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How To Setup The Xome Field Services Integration

  1. Log in to Pruvan Online with your Pruvan Master Username 
  2. Click 'Integrations'
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  3. Click 'New'
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  4. Select as the Integration Type "Xome Field Services"
  5. For the Client/Integration Code enter "XFS"
    • If you have multiple Xome Field Services accounts then you will need to set up an integration in Pruvan for each account, instead of using "XFS" as the Client/Integration Code you will want to enter XFS+State Abbreviation.
    • For example, if you have an XFS account for Texas your Client/Integration Code would be "XFSTX"
  6. Optional: Enter "Xome Field Services" as the Customer
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  7. Enter your XFS username and password
    • These are the credentials you use to log into the fastrack.fieldassets.com website"
  8. Click Validate at the bottom of the screen and if you get a green "Success" you can Save the integration
    • If you get an error then you will need to verify the XFS credentials are correct and re-enter them into the integration
    • You may need to reset your XFS password to ensure that the integration validates successfully
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  9. Optional: Set a Default Assign To so that orders will import and auto assign orders and push them to the phone
  10. Set your Publish from field option:
    • If set to Yes photos will upload to Pruvan and immediately relay to Xome
    • If set to No photos will upload to Pruvan and stop for QA. You can publish the photos when ready to Xome.
  11. Click Save
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Make sure to Refresh the new XFS integration to pull in all your work orders into Pruvan!

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