Skip to main content

TRXio

How to enable the integration between SI and TRXio

A
Written by Ashok P
Updated over 2 months ago

TRXio is a third-party software that manages your product inventory. The integration between SI and TRXio allows customers to export SI projects to TRXio, eliminating double data entry and making it easier to manage their product inventory.

You will need a TRXio account to enable the integration.

Enable Integration

Do the following to enable the integration.

1/ In SI, go to Start > Control Panel, then double-click TRXio under Integrations.

control panel.png

2/ Select the Enable Integration checkbox.

The SI API Key field will be automatically populated.

3/ Click the Copy icon next to it and click Save.

trxio enable integration.png

4/ Log in to your TRXio account.

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

settings configuration.png

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

api key in trxio.png

The integration between SI and TRXio is now enabled.

Export Projects

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

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

export.png

The project must be checked out to you to export.

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

3/ Select the checkbox next to TRXio and click Export.

select integrations.png

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

confirmation of export.png

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

import projects trxio.png

A window will open showing all exported projects.

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

import project.png

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

create products.png

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

creating product.png

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

create customer.png

7/ The D-Tools Project Details window will open, where you can make changes as needed.

8/ When ready, click the Import button.

project details import.png

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

confirmation of import.png

Export Purchase Orders

You will need to export a SI purchase order individually and import it into TRXio.

1/ In SI, go to Purchase Order Explorer, select the purchase order you want to export, and click the Export button on the Integrations tab.

exort po.png

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

3/ Select the checkbox next to TRXio and click Export.

export po to trxio.png

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

labeling button import from d-tools.png

Here you will see a list of all purchase orders that have been exported.

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

select and import po.png

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

create products for po.png

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

new product from po.png

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

7/ When ready, click the Import button.

Enable Automation

You can automate the export of projects and purchase orders from SI to TRXio.

1/ From the SI Control Panel, open Manage Integrations, and click the Settings button.

manage integration button.png

2/ Here, you can automate project exports based on check-in or status change, and purchase order exports based on save or status change.

project automation.png

po automation.png

Check Product Inventory

You can check the SI product inventory in TRXio from the SI catalog, an SI project, and when adding products to a purchase order.

check inventory.png

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

check inventory catalog.png

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

check inventory project.png

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

check inventory po.png
Did this answer your question?