Connecting Xelion

Make and receive calls from SpinOffice with Xelion. SpinOffice recognizes the caller by their phone number, automatically creates a phone note with the contact and keeps track of the call time.

What can you do with it?

• Call with one click on a phone number in SpinOffice (Click-to-Dial).
• See straight away who's calling when a call comes in.
• Automatically get a phone note and time registration with the contact.
• Keep call recordings with the contact, if you want to.
• Works on Windows and Mac, and with the Xelion app on your phone. Click-to-Dial doesn't work on iPhone.

What do you need?

• A Xelion subscription via Samson IT. This costs €45 per user per month (excl. VAT), with no setup costs.

Connecting

1. Request a quote from Samson IT. They built the integration with us and set up your Xelion environment.
2. You get access to the Xelion Plus portal. Sign in at apps.smartxps.com.
3. Click SpinOffice CRM on the left and copy the Webhook url.
4. In SpinOffice, go to ☰ > Administration > Integrations > Xelion and paste the URL into the Xelion API key field.
5. Click Test Access. If the connection works, the integration is active.
6. Under Users, link each SpinOffice user to their Xelion user.

Calling not working? Read Calling from SpinOffice doesn't work