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 Salesbuilder
We need the following details to activate your connection:
Log in to your RoutIT portal / Grexx account
Go to API Toolbox
Collect the following information and send it to:
support@salesbuildr.com
Required info:
OrderControl API link
Credentials API Username
Password (Grexx has sent this to you by email)
2. Whitelisting IP addresses
In your Grexx portal, you need to whitelist the following IP addresses. Alternatively, contact routitsupport@grexx.net for assistance.
40.114.205.92
20.105.161.236
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. Integrating KPN RoutIT by yourself
After you've completed the steps above:
1. Log in to Salesbuildr
2. Go to Settings > Integrations > Manage
3. Select RoutIT / KPN, click Configure.
4. Enable it using a toggle.
5. Enter your RoutIT account’s information as required and save:
RoutIT Username
Password
URL Parameter
Default Vendor ID
6. Click Verify. 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 that contains the 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. Filter for products that are linked to items in your portfolio
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. Review existing RoutIT / KPN services contracts for a specific customer
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 for a specific customer
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.
