Integrating your QXO account with Roofr allows you to streamline your proposal and ordering process. This guide walks you through the steps to quickly set up the integration and configure your branch preferences.
What you’ll learn on this page: How to connect your QXO account with Roofr to integrate item pricing in your proposals and material orders.
Available for: Available for Premium and Elite users.
How to set up your QXO Integration
Step 1: Enter your credentials
- Navigate to the Integrations section of your Roofr Dashboard.
- Click ‘Connect’ in the QXO section.
- Enter your email address and password, then click 'sign in'.
Step 2: Select your branches
- After logging in, you'll be directed to a page where you can choose which QXO branches to integrate with Roofr.
- If you order from multiple branches, we recommend selecting the top 2-3 branches you use most frequently.
- Select the check boxes next to the branches you want to integrate.
Step 3: Add branch contacts
- Click ‘Add branch contact’ to your selected branches. Each branch must have a contact before you can save the supplier.
- Add branch contact name and at least one contact method (phone or email).
- Mark your main branch as 'preferred' by clicking the star icon on a listing. This step will streamline your proposal and material order workflows with QXO integrated pricing.
- When you're done adding branch contacts, click "save".
💡 FAQ's
Can I change my selected branches later?
- Yes! You can always adjust your branch selection in the Integrations tab.
Why do I need a branch contact?
- A branch contact is required to ensure your material orders are sent to the correct location.
What's Next?
- Learn how to connect your Roofr Catalog items to QXO Pricing
- Learn more about Roofr Integrated Pricing
Not on Roofr Premium or Elite? Click HERE to talk to an expert!