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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Set up Testo ProHeat

Connect OutSmart to your Testo account with your security key.

Connect OutSmart to Testo ProHeat before you configure imports or exports.

You need the Testo security key from your Testo account.

Before you start

Check these points first:

  • the Testo ProHeat integration is active in the License Manager

  • you have access to Settings → General → Software integrations

  • you have the correct Testo security key

1

Open Software integrations

Go to Settings → General → Software integrations.

Open Testo ProHeat.

Open Settings.

2

Open the connection screen

If the integration is not connected yet, the login screen appears.

It asks for your Testo security key.

3

Enter the security key

Paste the security key from your Testo account.

Then click Connect.

4

Open the settings page

After a successful connection, OutSmart opens the Testo settings.

You can then review the import and export options.

5

Choose the modules you use

Select ProHeat, ProCool, or both.

Only the selected modules are used in the sync.

6

Configure imports and exports

Choose how customers and appliances should import.

Then choose how completed work orders should export.

7

Save the setup

Click Save.

Your connection and settings are then stored.

What happens on the first connection

OutSmart creates Testo-specific custom fields automatically.

These fields are used to link records between both systems.

Object fields

OutSmart creates these fields on objects:

  • Object type

  • Testo Pro+ ID

  • Serial number

  • Nominal power

  • Brand

  • Type

  • Production year

Work order fields

OutSmart creates this field on work orders:

  • Certification type with New and Periodic

Frequently asked questions

Where do I find the security key?

Use the Help button on the Testo settings page.

You can also use the documentation link on the login screen.

What happens if I disconnect the integration?

The synchronisation stops.

Existing data in OutSmart stays in place.

No new data syncs until you reconnect.

How do I know the connection works?

After you connect, the settings page opens normally.

The log panel on the right also starts showing sync activity.

Why does OutSmart create custom fields automatically?

These fields store the Testo identifiers and appliance data.

They keep customers, objects, and work orders linked correctly.

Related topics

PreviousWhat is Testo ProHeat?
NextConfigure Testo ProHeat imports

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