Integrations

Configure an integration

Set the credentials, paths and document defaults used by an installed integration.

Updated September 25, 2026

Configure an integration in XEDI
  1. Open Integrations and select the installed app.
  2. Select Configuration.
  3. Enter only the credentials and paths required by that app.
  4. Select Save configuration.

Keep passwords and API credentials secure. Confirm any outgoing or incoming document path is correct before processing live documents.