CRM and Sales tools
Xentral by Maxmel Tech
34 min
xentral is a cloud based erp platform for smbs, centralizing e commerce, orders, inventory, logistics, and finances integrating with make com enables users to automate and connect business processes across multiple systems, increasing efficiency and reducing manual work this is ai generated content based on official xentral documentation the content may still contain errors—please verify important information if you have questions, contact https //help xentral com/hc/en us directly how to get support on xentral xentral is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=xentral\&app slug=xentral community\&app unique id=xentral pwntqx requirements to use the xentral app in make, you must have an active account with admin rights to create a personal access token, https //xentral com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/xentral community/ click the install button follow the on screen instructions to complete the setup connect xentral and {{product name}} to get started, you must first create a connection between xentral and {{product name}} , allowing the two services to communicate you can connect using the following method personal access token personal access token instructions you need to create a personal access token to authenticate with the api go to the administration menu located at the bottom left of the xentral platform click on account settings navigate to developer settings and select personal access tokens click on the + create token button enter a unique name for your token click create token copy the generated personal access token by clicking on the copy icon make sure to save the token securely, as it will not be visible again after closing the window some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=xentral\&app slug=xentral community\&app unique id=xentral pwntqx create the connection in {{product name}} https //www make com/en/register , add the xentral module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your xentral or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page xentral modules after connecting to the xentral app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a purchase order cancels an existing purchase order in the system, ensuring that the order is no longer processed or fulfilled create a contact person adds a new contact person to your database, storing their details for easy access and management create a customer adds a new customer to your account, storing their details in the system for future use create a customer address adds a new address to a customer's profile, allowing you to store and manage their contact or shipping details create a liability adds a new liability entry to your system, allowing you to keep track of financial obligations or debts create a product adds a new product to your inventory system, including all relevant details such as name, description, and stock levels create a purchase order creates a brand new purchase order in your system, allowing you to record and manage orders for goods or services efficiently create a user adds a brand new user account to your system, allowing you to manage and interact with this user through the platform create an invoice generates a new invoice in the system for a particular transaction or order, making it easy to track and manage your billing records delete a contact person permanently removes a specific contact person from your account on the service delete a customer permanently removes a selected customer from your account in the service delete a customer address permanently removes a specific customer address from your database, ensuring it is no longer stored or accessible delete a draft sales order permanently removes a draft sales order from your system, ensuring it’s no longer available or visible in your sales records delete a product permanently removes a selected product from your inventory, ensuring it is no longer available for sale or tracking delete a user permanently removes a selected user from your system, ensuring they no longer have access or any associated data within your account delete an invoice permanently removes a selected invoice from your system, ensuring it is no longer accessible or listed in your records get a contact person fetches detailed information about a specific contact person using their unique id get a customer fetches detailed information about a specific customer using their id or other identifying details get a customer address fetches detailed information about a specific customer address from the service get a liability fetches detailed information about a particular liability, giving you all the relevant data related to that specific liability get a payment transaction fetches detailed information about a specific payment transaction get a product fetches detailed information about a product from the service by using specific identifiers like the product id or product name get a purchase order fetches detailed information about a specific purchase order using its unique id get a sales order fetches detailed information about a specific sales order from the service get a user fetches detailed information about a specific user using the user id you provide get an invoice fetches a specific invoice from the service, allowing you to view all the details and information associated with that invoice import a sales order adds a new sales order to the system by importing all its details list contact persons fetches a complete list of all contact persons from your account, allowing you to view and manage their details easily list customer addresses retrieves a complete list of all addresses associated with a customer, making it easy to access and manage their saved locations list customers fetches a complete list of all customers stored in the service, allowing you to view and manage customer information easily list employees retrieves a complete list of all employees in your system list invoices fetches a complete list of all invoices from your account, allowing you to view and manage every invoice in one place list liabilities fetches a complete list of all liabilities, giving you an overview of every liability record in your account list products fetches a complete list of all the products available in your store, allowing you to view and manage your entire product catalog list purchase orders retrieves a complete list of all your purchase orders, allowing you to view and manage every order in your system list sales orders fetches a complete list of all your sales orders, allowing you to view and manage every order placed through your system list users fetches a complete list of all users in your account, allowing you to view details for each user make an api call allows you to make a custom, authorized api request to the connected service, enabling you to access features or data not covered by the standard modules release a purchase order this module officially releases a purchase order within the system, kickstarting the procurement process and allowing your purchasing activities to move forward update a contact person updates the details of an existing contact person in the system, allowing you to modify their information such as name, email, phone number, or other relevant fields update a customer updates the details of an existing customer in the selected database, allowing you to modify information such as contact details, preferences, or other relevant customer data update a customer address updates the details of an existing customer's address in your system, ensuring their contact information stays current update a product updates the details of an existing product in your inventory system, such as its name, description, price, or stock quantity update a purchase order allows you to update an existing purchase order by adding new details or making changes to its information update a sales order updates the details of an existing sales order in your system, allowing you to modify information such as items, quantities, or customer details as needed update a user this module allows you to update specific information for an existing user in the system, such as their name, email address, or other profile details update an invoice updates an existing invoice in the system by adding or modifying its details, such as amounts, dates, or customer information watch events the "watch events" module monitors your selected app for new events as they happen, allowing you to automatically trigger workflows whenever a specified event occurs templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} xentral resources you can have access to more resources related to this app on the following links https //xentral com https //help xentral com/hc/en us https //developer xentral com/reference/intro https //www make com/en/integrations/xentral community