Integrations
"Record Matching" Workflow for the Eftsure Integration
This article is for Felix Enterprise users and outlines how the “Record Matching” workflow helps prevent duplicate supplier records in Eftsure by checking for existing matches before creating new ones. It includes guidance on how matching works, how to review detected records, and how to approve, decline, or create new Eftsure records based on the results.
1 View•18 Mar 2026•Knowledge Article
About the Eftsure Verifications Integration
An introduction to the Felix-Eftsure Integration
1 View•22 Aug 2025•Knowledge Article
Asite Integration Overview
An overview on Asite integration key features
1 View•26 Aug 2025•Knowledge Article
Check for InEight Document Updates
A guide on how to check for InEight Document updates via automated or manual checks for Enterprise Users managing Documents via Integration on Request for Quotations.
1 View•8 Jul 2026•Knowledge Article
Configuring SSO with Microsoft Azure
How to configure SSO with Microsoft Azure
1 View•24 Aug 2025•Knowledge Article
Connect InEight Document and Felix
How to connect an InEight Document project to Felix
1 View•28 Aug 2025•Knowledge Article
Direct Integration: Felix and Oracle Aconex
Oracle Aconex Integration overview
1 View•27 Aug 2025•Release Notes
How to Check for Aconex Document Updates
Checking updates for Aconex document
1 View•19 Jun 2024•Knowledge Article
How to Connect Felix and Aconex
How Enterprise Users can connect Felix and Aconex
1 View•20 Aug 2025•Knowledge Article
How to Generate API Tokens
A guide for Enterprise Users on how to generate an API token
1 View•20 Aug 2025•Knowledge Article
How to Import Aconex Documents
A guide or Enterprise Users on how to import Aconex documents during RFQ creation and on an open RFQ.
1 View•27 Aug 2025•Knowledge Article
How to Release Aconex Document Revisions
How Enterprise Users can release a revised Aconex document or skip a revision
1 View•20 Aug 2025•Knowledge Article
How to Rotate and Delete API Tokens
How Enterprise Users can rotate and remove API tokens
1 View•20 Aug 2025•Knowledge Article
How to check for Asite document updates
Automated or manual checks for Asite updates
1 View•26 Aug 2025•Knowledge Article
How to connect Asite and Felix
How to allow users to import files from Asite into RFQs in Felix.
1 View•26 Aug 2025•Knowledge Article
How to connect Eftsure and Felix
A guide for Enterprise users, on how to set up the Felix-Eftsure Integration.
1 View•22 Aug 2025•Knowledge Article
How to import documents from Asite
Importing, filtering and selecting documents from Asite
1 View•7 Nov 2025•Knowledge Article
How to release Asite document revisions
How to release single, multiple or all Asite document revisions
1 View•26 Aug 2025•Knowledge Article
Import from InEight Document
A guide for Enterprise users with the Ineight DMS Intergration package, on how to import project files from InEight Document when creating, or updating an RFQ.
1 View•22 Aug 2025•Knowledge Article
InEight Document and Felix Integration
What is the InEight Document and Felix Integration, the key features, and how it works
1 View•22 Aug 2025•Knowledge Article
Introducing Single Sign-On
An overview for Enterprise Users on Single Sign-On
1 View•21 Aug 2025•Knowledge Article
Managing, disabling and removing an Eftsure connection
A guide for Enterprise Users on managing Eftsure connections.
1 View•22 Aug 2025•Knowledge Article
Oracle Aconex Integration FAQs
An FAQ article for Enterprise users who are using the Oracle Aconex Integration.
1 View•21 May 2025•FAQ
Providing payment details that Eftsure will validate
This guide will assist Vendors in understanding what providing payment details through Felix may mean for them when an Organisation uses Eftsure to validate payment details.
1 View•22 Aug 2025•Knowledge Article
Release InEight Document Revisions
How to release and skip InEight Document revisions
1 View•22 Aug 2025•Knowledge Article
Service users for Integrations
An overview for Enterprise Users on Service users for Integrations
1 View•26 Aug 2025•Knowledge Article
Using Eftsure Entities in Felix Payment Details Workflows
This article is for Felix Enterprise users and explains how to enable and use Eftsure Entities, assign entities to vendor payment details, understand the workflow differences with Record Matching, and ensure payment details are correctly sent to Eftsure for verification.
1 View•5 Mar 2026•Knowledge Article
Using Eftsure entities in Felix payment details workflows
A guide for Enterprise Users on using Eftsure entities within Felix.
1 View•22 Aug 2025•Knowledge Article
Vendor ABN Verification at Onboarding
Vendor ABN verification process overview
1 View•8 Sep 2025•Knowledge Article
Web API FAQs
FAQs on Web API for Enterprise Users.
1 View•25 Sep 2025•FAQ
What is the Oracle Aconex Integration
An overview for Enterprise Users on Oracle Aconex Integration
1 View•21 Aug 2025•Knowledge Article
What is the Web API
An overview for Enterprise Users on Web API and how it can read, modify, add and delete data from your account.
1 View•21 Aug 2025•Knowledge Article
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