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IT professional will have to Server Based System - please perform the following configuration:
Kindly have your IT Professional create an FTP/SFTP site. Here are some instructions we found on the internet: https://www.windowscentral.com/how-set-and-manage-ftp-server-windows-10
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Once you have forwarded XeBee Records the FTP information, they will configure their side and advise SmartAdvocate to configure ours. XeBee Records will provide SmartAdvocate your ID, username, password, API Code and Client ID for their services. Testing will be done and once testing is completed SmartAdvocate will advise you to begin using the integration.
SaaS Cloud System - we will be configuring your system for you directly and advise you once completed. We will forward the FTP information to you to submit to your XeBee.
Kindly click on the link below to watch our training video on using XeBee Records with SmartAdvocate:
If you have further questions about XeBee directly, please contact:
Jeffrey L. Drouin | Co-Founder | XeBee Records, LLC | 4475 East 74th Avenue, Suite 203 | Commerce City, CO 80022 | Direct: 720-638-0326 | Fax: 866-575-4993 | Email: jeffrey@xebee.com | Website: www.xebee.com