Enabling Encircle Integration in Xcelerate

The Xcelerate Onboarding team has likely taken care of this integration for you. If you are setting up this integration later on you can utilize these integration steps to set up your Encircle Integration or contact support@xlrestorationsoftware.com. You must be an administrator within Xcelerate to complete this integration.

 

1. Start by creating a bearer token in Encircle.

2. Next, open Xcelerate in a new tab and navigate to Admin > Integrations.

Step 2.png

3. Next to Encircle, click Edit.

Step 3.png

4. In the Token field type the word Bearer and paste in the token generated from Encircle. Set the status to Active & and ensure the "Send New Encircle Claims to Xcelerate" box is checked if you wish to have jobs created within Encircle sent to Xcelerate. Click Update.

Step 4.png

 

That's it! Your Encircle account is now connected.

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