Skip to main content

ProjX360

How to enable the integration between SI and ProjX360

A
Written by Ashok P
Updated over 2 months ago

ProjX360 is a third-party software for Project Management. The integration between SI and ProjX360 allows customers to export SI Projects to ProjX360, eliminating double data entry and making managing projects created in SI easier.

You will need to know a few things before enabling this integration.

  • This integration is offered to customers of Software Assurance (SA) without additional cost.

  • If you want to use this integration, please email api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you.

  • You will need a ProjX360 account to enable the integration.

Enable Integration

Do the following to enable the integration.

1/ In SI, go to Start > Control Panel, then open Manage Integrations.

2/ Click the View API Key link next to ProjX360.

3/ Click the Copy button to copy the API Key.

4/ Log in to your ProjX360 account.

5/ Click on ProjX360 Settings, under ADMIN FEATURES.

6/ Click on Site Configuration.

7/ Click on the Integration / API Configuration, and expand the section.

8/ Enter the SI API Key, then click on Save Company Information.

The integration between SI and ProjX360 is now enabled.

For additional details, please visit https://projx360.com/help/dtools-integration-guide.

Export Products

You can export multiple SI products into ProjX360 simultaneously.

1/ In SI, go to Product Explorer, select the products you want to export, click on the Integrations tab, and then on the Export button.

This will open a window showing all your integrations.

2/ Click the checkbox next to ProjX360 and then the Export button.

You will get a confirmation once the products have been exported.

Export Projects

You will need to export an SI project individually and import it into ProjX360.

1/ In SI, go to Project Explorer, select the project you wish to export, click the Integrations tab, then the Export button.

This will open a window showing all your integrations.

2/ Click the checkbox next to ProjX360 and then the Export button.

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

If you have any additional questions, please send an email to api@d-toolshelp.com.

Did this answer your question?