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X-Author for Contracts Advanced for Advantage Platform

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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X-Author for Contracts Advanced for Advantage Platform

X-Author for Contracts APIs

Connect to CRM REST API

You can connect X-Author for Contracts Advanced to a Salesforce or Conga Platform Org based using the Connect to CRM REST API.
Note: After performing this action, you must log in to the application again.
  1. Navigate to <hostdomain>/api/config-management/v1/configurations/Xauthor to make the following configuration changes:

    To bring in data from Salesforce:

    {       "Category": "xauthor",       "Name": "externalconnectionproperties",       "Value": "{\r\n  \"ConnectToCRM\": \"True\"}"     },
    To bring in data from Conga Platform:
     {       "Category": "xauthor",       "Name": "externalconnectionproperties",       "Value": "{\r\n  \"ConnectToCRM\": \"False\"}"     },
    Note:

    • If the value of the Connect To CRM REST API is "True", then X-Author for Contracts Advanced will always connect to Salesforce for all users in the Org.

    • If the value of Connect To CRM REST API is "False" then X-Author for Contracts Advanced will always connect to Conga Platform always for all users in the Org

  2. Navigate to <hostdomain>/api/xauthor/v1/config-management/crm-connection to turn the connection on and off.
API Guide
Conga
X-Author for Contracts Advanced

June 1, 2026