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Enable and use the AccuLynx connector

This article explains how to connect XBuild to AccuLynx using our pre-built connector, allowing XBuild to search for and link to jobs. And then share back project status updates and proposal documents for each XBuild sales milestone. To connect your AccuLynx account via an API key, you must first enable the necessary add-on and then generate a key from your administrative settings. You must be logged into AccuLynx as an Administrator to generate an API key. Connectors require an XBuild Pro Subscription Plan or greater. 1. Enable the AppConnections Add-On Before you can generate a key, you must have the AppConnections feature enabled in your account. 2. Generate Your API Key Once AppConnections is active, follow these steps to create a new key:
  • Click on your name or the Gear icon in the upper right corner and select Account Settings.
  • In the left-hand sidebar, scroll down to the Add-On Features and Integration section.
  • Select API Keys.
  • Click Manage Connections or Create Key.
  • Provide a Name for the key (e.g., “XBuild ATL” or “XBuild MD”) and select a Lead Source if prompted.
  • Click Create Key, then immediately Copy the generated key. Important: Store it securely, as it may not be fully visible again later.
3. Use the Key for Authentication When connecting, paste the key into the “API Key” field provided by XBuild. 4. Link a Project to an AccuLynx Job Once connected, link any XBuild project to its AccuLynx job from the chat:
  • From the chat prompt, click the + button and select AccuLynx (labeled Sync from AccuLynx until a job is linked).
  • Search for the job by name or address. Each result shows the job name and property address.
  • Select the job, and choose the AccuLynx document folder where XBuild should file the documents it sends back.
Linking pulls the job’s details into your project — job name, homeowner name, and property address, plus claim information on insurance jobs (insurance company, claim number, date of loss). No re-typing, no copy-paste mistakes. You can also link without opening the chat, straight from the project page:
  • On the project’s Overview tab, find AccuLynx in the Connectors section (click See all if it isn’t showing) and click Link.
  • Search for the job, choose the AccuLynx document folder, and click Import Job. The row shows Linking… while the details come across, then a Connected badge with the job name.
  • To move the project to a different AccuLynx job later, open the same row and click Update Job.
Tip: To start a brand-new XBuild project from an AccuLynx job, create a project and choose Import from Connectors, then AccuLynx. Pick the job and XBuild creates the project prefilled with its name, homeowner, address, and claim details — see the Connectors overview. 5. What XBuild Shares Back With a job linked, XBuild pushes updates to AccuLynx as the project moves — so your office pipeline stays current without anyone asking the field:
  • Status updates post to the linked job at each XBuild sales milestone.
  • Sales documents — proposals and related paperwork — file into the AccuLynx document folder you chose at link time.
  • Photos added in XBuild upload to the linked job, with their descriptions.
One direction to note: the AccuLynx connector doesn’t pull files or photos from AccuLynx into XBuild — that’s a limit of what the integration supports today. JobNimbus and Jobber do support file and photo pull. To use an AccuLynx file in an estimate, download it from AccuLynx and attach it to your chat with the + button. Troubleshooting Common Issues
  • Validation Error: Ensure the key is exactly as copied—the API key is different from the name of the API Key.
  • Permissions: API keys are tied to specific company locations. If you have multiple locations, ensure the key was generated for the correct one.
  • Can’t find a job when linking: The picker searches the AccuLynx location your API key belongs to. Check the job name or address as it appears in AccuLynx, and confirm the key was generated for the right location.
  • Files and photos from AccuLynx aren’t available in XBuild: That’s expected — the connector pushes to AccuLynx but doesn’t pull files or photos from it. Download the file from AccuLynx and attach it to your chat directly.
  • Documents are landing in the wrong AccuLynx folder: XBuild files documents into the folder chosen when the job was linked. Re-open the AccuLynx row in the project page’s Connectors section (or the AccuLynx entry in the chat + menu) to check which job and folder the project is linked to.
For further technical assistance, you can contact AccuLynx Support at (608) 473-3800 or email support@acculynx.com.