SAMPro Integration

The XOi / SAMPro integration is designed to create a seamless technician experience between the two applications. The integration simplifies the process while empowering the technician with the full value that XOi has to offer. 

Value for Technicians

• Internal/External Transparency
• Eliminates Manual Note Taking
• Simplistic Mobile Technician Experience
• Access to OEM documentation
• XOi Site History

Information that passes from SAMPro to XOi

• Work Order #, Customer, & Location

Information that passes from XOi to SAMPro 

• Make, Model, & Serial
• Video Transcriptions
• Work Summaries
• Public and Entire Job Share Links

Integration Setup Requirements

All users must have matching emails in SAMPro and XOi for the integration to work properly. These emails must be lowercase in both applications. 

If the emails do not match the user will receive a deep link error when moving from SAMPro to XOi.

Integration Walkthrough

The SAMPro integration begins in the TechAnywhere application. 

An XOi Job is created from TechAnywhere when a work order is acknowledged. You will be prompted to create an XOi job.

If you do not create the XOi job after acknowledgement in the Work Order Information header there will be an XOi logo. When selecting this it will prompt you to create the XOi job. 

  

No matter when you create the job you will select on the XOi logo on the Work Order Information header to be taken directly to XOi. You can also access this deep link on the Equip/Service Details, Work Performed, and the PM Tasks headers.

Other deep links you will find in TechAnywhere are:

XOi History: The ‘XOi History’ button takes you to the Job Activity area in XOi, showing past jobs at the customer's location.

  

XOi Equipment Asset: The ‘XOi Asset’ button takes you to the Job Activity area in XOi, showing past jobs for the piece of equipment you were looking at in TechAnywhere.

   

XOi Knowledge Base: The 'XOi Knowledge Base' button takes you to the XOi Knowledge Base, showing documentation for the piece of equipment you were looking at in TechAnywhere.

      

Work Order #, Customer, & Location

This information will be passed over to XOi after creation of the XOi job. By selecting the XOi logo you will be taken directly to the Job Info screen where you can review this information.

After entering the XOi job you may begin adding workflows and providing the required information.

After finishing the workflow(s) and completing the job information will be passed back to TechAnywhere. In XOi, you can get back to TechAnywhere by selecting the icon in the top left-hand corner. 

Information that passes from XOi to SAMPro

Make, Model, & Serial

Data plates captured in XOi, including the Make, Model, and Serial Number, are sent to SAMPro and logged under the Equipment section. This allows administrative users to easily update and maintain their equipment inventory. If Make, Model, or Serial Number information already exists in SAMPro, the data captured by XOi OCR will overwrite the existing values.

Video Transcriptions

Videos captured within an XOi workflow step with transcription turned on will have those transcriptions sent back to SAMPro and logged as a new note.

Work Summaries

TechAnywhere: On the Work Performed section of the equipment the AI Work summary will pass to. This will not pass back until the receipt has been generated in TechAnywhere.

        

You may edit these in TechAnywhere but they will not update in XOi. You may also copy and paste the summaries wherever you choose. 

SAMPro: In the Notes section of the Work Order the XOi Summary will pass back to a note called XOi Summary.  

You may edit these in SAMPro but they will not update in XOi.

Public and Entire Share Link

TechAnywhere: After the work order is completed in XOi and a receipt is generated in TechAnywhere, the invoice will have a section for XOi. Here a hyperlink to the job exists, containing the publicly shared content. 

    

SAMpro: Inside the Work Order the public and entire job share links will be located under the XOi Vision Info button. 

After selecting this button you will be prompted to choose which share page you would like to view. 

Commonly Asked Questions
Q: Why am I continuously receiving the  the "No Vision job found for work order" error?

 

If you see this error again, after pressing YES in SAMPro, try these steps:

1. Check your email address.

   • Ask your Admin to confirm that your email is an exact match in both SAMPro and XOi.

   • It must be all lowercase — email addresses are case sensitive.

2. Your Admin needs to check the RAQ Group field.

   • Make sure “xoi” is entered in the RAQ Group field (as shown below).

Still seeing the error?

• If both items are correct, contact XOi Support for help.

Q: Why are my AI Summaries not passing from XOi to SAMPro/TechAnywhere?
 

If your AI Summaries aren’t transferring from XOi, here’s what to check:

1. Workflow setup matters.

   • Your workflow must include a Work_Summary integration trait for the summary to pass correctly.

   • If you’re unsure, reach out to your Customer Success Manager for help confirming your setup.

2. Timing matters.

   • TechAnywhere won’t import the AI Summary right away.

   • The summary imports after the technician clicks “Generate Receipt” at the bottom of the work order.

   • The tech must generate the receipt before completing the work order.

Additional Information
TechAnywhere can only be used on Android devices. This integration is an additional feature, please speak to your Customer Success Manager to learn more.