The SI integration with TRXio, an inventory management software, allows you to export SI projects and purchase orders to TRXio. This eliminates double data entry and makes it easier to manage your product inventory.

For this integration to work, you will need to add some configuration to TRXio and then enable the integration on SI.

1/ In SI, go to Start > Control Panel, then double-click TRXio in the Integration section.

2/ Select the Enable Integration check box.

The SI API key will automatically be populated, and you will see a copy button next to it.

3/ Click the Copy button, then click Save.

1/ Log in to your TRXio account.

2/ Click the Settings button and then the Configuration link.

3/ Click the Integration tab, then toggle the button to Yes for D-Tools SI and paste your API key in the field.

SI and TRXio are now configured to work together.

The way the integration with TRXio works is that you will export SI project data and then import that data into TRXio.

1/ From the Project Explorer in SI, select the projects you wish to export and click the Export button in the Integrations tab.

The projects will either export automatically or if you are connected to multiple third-party integrations, you will be prompted to choose where to export the project.

2/ Select the check box next to TRXio and click Export.

You will get a confirmation once the project has been exported.

3/ Log in to TRXio, click the Projects button, and select D-Tools Import.

A window will open showing all available exported projects.

4/ Click the Import button next to the project you wish to import.

If any of the products in the project do not already exist in TRXio, you will be prompted to create them before importing the project.

When you click Start, you will be prompted to create the missing products in TRXio.

Once all the products are created, you will be prompted to create any other missing fields before importing, e.g., the customer.

5/ The D-Tools Project Details window will open, allowing you to make adjustments as needed. When ready, click the Import button.

Once imported, you have the option to view the project.

In addition to exporting SI projects, purchase orders can be exported and imported into TRXio.

1/ Select the purchase orders to export to TRXio and click the Export button in the Integrations tab.

The purchase orders will either export automatically or if you are connected to multiple third-party integrations, you will be prompted to choose where to export the purchase order.

2/ Select the check box next to TRXio and click Export.

3/ Log in to TRXio, click the Labeling button, and select Import from D-Tools.

Here, you will see a list of all purchase orders that have been exported to TRXio and have yet to be imported.

4/ Click the Import button next to the purchase order of choice.

If any products on the purchase order do not already exist in TRXio, you will be prompted to create them before importing the purchase order.

When you click Start, you will be prompted to create the missing products in TRXio.

Once all the products are created, you will be prompted to create any other missing fields before importing, e.g., the vendor.

At some point, you can automate the export to TRXio via Integration settings rather than exporting each project or purchase order individually.

From the Control Panel, open Manage Integrations and then click the Settings button.

Here, you can automate project and purchase order exports based on check-in or status changes.

In SI, you can check the inventory levels in TRXio for your catalog and projects and when adding items to a purchase order.

From the catalog, select your products, click the Integrations tab, and then Check Inventory > TRXio.

From a project, select your products, click the Tools tab, and then Check Inventory > TRXio.

This feature is also available when adding products to a purchase order.