MSI Service Pro Integration

The XOi / MSI 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

• Automatic Job Creation
• Seamless Navigation
• Internal/External Transparency
• Eliminates Manual Note Taking

Information that passes from MSI to XOi

• Work Order #, Customer, & Location

Information that passes from XOi to MSI

• Public Job Share Links

Integration Setup Requirements

All users must have matching emails in MSI 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 MSI to XOi. 

Integration Walkthrough

Begin by opening the appointment in the MSI Service Pro Mobile Application. 

In the XOi info panel select the XOi Workflows to be taken to the XOi Mobile application. 

Work Order #, Customer, & Location

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

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

Information that passes from XOi to MSI

Public Job Share Links

Under Appointment Info a public share link will appear after job completion. This link will take you to the XOi share page that was created for the job and displays all of the public-facing captured content.

Additional Information

This integration is an additional feature, please speak to your Customer Success Manager to learn more.