Vincere

This article explains how the Vincere integration works in VXT, including how to connect and disconnect it, as well as where notes, calls, and SMS messages are saved.

In this article, we’ll cover:

• How to connect Vincere integration to VXT
• How to find saved call notes and SMS
• How to disconnect Vincere

How to connect Vincere integration to VXT

1. Go to Settings.
2. Find the ‘Integrations’ tab.
3. Search and select Vincere.
4. Follow the displayed instructions.
5. Input the API credentials obtained from the Vincere support.
6. Sign in with your Vincere email address and password.

You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the Vincere tab to indicate that the connection was successfully established. VXT will then download your contacts from Vincere and sync them.

How to find saved call notes and SMS

1. Go to the Phone page.
2. Select your conversation thread with another contact.
3. Click the link, ‘Vincere contact,’ under the contact’s name at the top of your screen.
4. Ensure to sign in with your Vincere email address and password.

There you have it! Your SMS and calls should now appear on your screen, where you can view your call transcriptions, notes, and summaries.

How to disconnect Vincere

1. Go to Settings.
2. Find Integrations.
3. Locate the Vincere tab (Edit settings)
4. Click the ‘Other’ tab and tap ‘Disconnect.’
5. Hit disconnect once again when a prompt window appears.