I2X Platform Setup and Overview

1. Connect and Test I2X Integration 0:00

• Ensure your I2X integration is connected and tested.

• Access the configuration URL endpoint to perform sample queries.

2. Create Platform Codes 0:28

• Use the I2X platform to create platform codes (e.g., 'open invoice').

• Choose details for the related code.

3. Add Platform Details 0:45

• Edit platform details by selecting the table to interact with (e.g., customer table).

• Control-click to select fields needed for the platform (e.g., NGD type, platform code, AFE numbers).

4. Insert Lines for Document Types 1:26

• Repeat the process for document types (e.g., sales header, sales line).

• Choose fields from the invoice header and invoice line as needed.

5. Define Mandatory Fields and Labels 2:34

• Specify whether a field is mandatory (cannot be blank).

• Optionally, provide a different label for the I2X caption name and add comments.

6. Delete Unwanted Rows 3:05

• If any extra rows were added unintentionally, delete them.

7. Assign Platform to Customer 3:20

• Select a customer and assign the platform (e.g., 'open invoice').

• Provide necessary values (e.g., AFE 123).

8. Input Fields for New Invoices 3:45

• When creating a new invoice, the I2X sections will be available for the header and line items.

• Fields exposed include AFE and ticket number.

9. Override Default Values 4:11

• If a field is blank, it will pull the AFE from the customer.

• You can override it by entering a new value.

10. Test Configuration with Postman 5:15

• Prepare to test using Postman by running the customer's endpoint.

• Check that the field values are set correctly in the related I2X fields.

11. Verify Data Mapping 6:00

• Ensure that the related I2X data is being sent through correctly.

• Confirm that both posted and unposted data are mapped properly.

Link to Loom

https://loom.com/share/3586e0a3221445c091a918e3e89a26e0