Note: This integration requires a Premium subscription
In order to get started with RoutIT please follow the steps underneath. You can watch the video (in Dutch) with an overview of what you can do below:
🔧 1. Sending Information to Salesbuildr
To activate your connection:
Log in to your RoutIT portal or Grexx account.
Navigate to the API Toolbox.
Collect and send the following details to
support@salesbuildr.com:OrderControl API link
API Username
Password (as provided by Grexx via email)
🔐 2. Whitelisting IP Addresses
In your Grexx portal, whitelist the following IP addresses to allow Salesbuildr access:
40.114.205.9220.105.161.236
Alternatively, you can contact routitsupport@grexx.net for assistance with this process. Once done, you will see the whitelisted IPs in your Grexx account under the IP configuration section.
(Note: Screenshot example may not show current IPs.)
⚙️ 3. Self-Integrating KPN RoutIT
After completing the above steps:
Log in to Salesbuildr.
Navigate to Settings > Integrations > Manage.
Select RoutIT / KPN and click Configure.
Enable the integration using the toggle switch.
Enter your RoutIT account information:
RoutIT Username
Password
URL Parameter
Default Vendor ID
Click Verify to confirm the connection. You’ll receive a confirmation message indicating whether the connection succeeded or failed.
Note: If your connection fails, verify your RoutIT account information is correct. If you can’t solve this issue, please contact our support team. |
🧩 4. Selecting the Autotask UDF for KPN Customer ID
Select the Autotask User-Defined Field (UDF) that contains the KPN customer ID.
This allows Salesbuildr to fetch and display the customer's active contracts and services via the KPN API.
🛍 5. Browsing the RoutIT / KPN Catalog
You can now browse the complete RoutIT / KPN catalog inside Salesbuildr by navigating to Products.
🔗 6. Linking RoutIT / KPN Services with Autotask Services
Link any product in the KPN catalog to an existing Autotask service:
Click Link Product and search your sales portfolio for the matching Autotask service.
Or, create a new service in Autotask using an existing service category.
Important: When creating a new service, the category you select should already be mapped to an Autotask service code so Salesbuildr knows where to what service code the new service should be linked. Read this section to learn more about creating and linking Autotask and Salesbuildr categories and service codes.
🔍 7. Filtering for Linked Products
You can use this filter to only show items that are linked or not linked to items in your portfolio.
Filter for products that are linked to items from the KPN portfolio. If an item is removed from the KPN portfolio it will be flagged as not found.
📄 8. Reviewing Existing RoutIT / KPN Service Contracts
When working on a quote, you can check existing services for a customer:
Open the Options menu
Select Open Contracts
Expand the RoutIT section to view active services and quantities
In order for this to work, you will need to link the Autotask customer to the KPN / RoutIT customer:
🗺 9. Performing a Postcode Check
From the quote editor, select RoutIT zipcode check.
This will perform a search using the API using the known address of you customer to show what line services can be delivered on the specific address.
