> For the complete documentation index, see [llms.txt](https://distance.gitbook.io/distance/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://distance.gitbook.io/distance/getting-started/integrations/setting-up-integration-with-xcelerate.md).

# Setting up integration with Xcelerate

Connect Xcelerate to Distance using Zapier to automate workflows and sync data between both systems without manual input.

### **Introduction**

This integration allows you to connect **Xcelerate** with Distance through **Zapier**, enabling automated data flow and workflow triggers between the two platforms. It helps your team sync information such as contacts, files, forms, and tasks while reducing manual work and ensuring both systems stay up to date.

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### **Request Access to the Zapier Integration**

1. Create a Zapier account at[ Zapier](https://zapier.com?utm_source=chatgpt.com)
2. Send an email to <support@xlrestorationsoftware.com> requesting access to the private Xcelerate Zapier integration.
3. Once access has been granted, you will receive an invitation email from Zapier to access the integration.

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### **Create a Zap in Zapier**

1. Log in to Zapier
2. Click + Create, then select Zaps
3. Click the Trigger step.
4. Search for Xcelerate (1.11.0) or the most recent version marked with the "Latest" tag
5. In the Account field, click Sign in, a window will appear requesting your API Key

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### **Retrieve the API Key from Xcelerate**

1. Navigate to: Admin → Integrations
2. Locate the Zapier integration
3. Click the Pencil/Edit icon next to Zapier
4. Click Copy Token
5. Return to the Zapier sign-in window.
6. Paste the copied API Key
7. Click Yes, Continue to Xcelerate

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### **Copy the Zapier webhook URL**

1. Continue through the Zap setup flow
2. Navigate to the Test tab
3. Locate the field labeled, Your webhook URL
4. Click Copy

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### **Configure the Trigger in Xcelerate**

1. Return to Xcelerate
2. Navigate to Admin → Integrations
3. Click Configure next to Zapier
4. On the next page, click New Trigger
5. In the New Trigger window, Select the Trigger type that matches the Event type selected earlier from Zapier
6. Enter a name in the Zap Name field
7. Paste the copied Zapier webhook URL into the Webhook URL field
8. Click Create

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### **Test the Trigger in Zapier**

1. Return to Zapier
2. Under the Test tab, click Test trigger
3. If successful, Zapier will display matching records from Xcelerate
4. Continue configuring the remaining Zap actions as needed

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### **Available Zapier Event Types**

The following event types are currently available for use in Zapier:

* File Clock-In — Triggers when a technician clocks into a file
* File Clock-Out — Triggers when a technician clocks out of a file
* File Status Change — Triggers when a file status changes
* Forms — Triggers when a form is submitted
* Milestone — Triggers when a milestone is triggered
* New CRM Contact — Triggers when a new contact is created
* New CRM Organization — Triggers when a new organization is created
* New File — Triggers when a new file is created
* New Master Job — Triggers when a new master job is created
* New Note — Triggers when a new note is created
* New Organization Type — Triggers when a new organization type is created
* Organization List — Retrieves a list of organizations
* Person Type — Retrieves a list of contact types
* Scheduler — Triggers when an appointment is created, updated, or deleted
* Task Complete — Triggers when a task is completed