How to connect Felix and Aconex

Last updated September 14, 2023
Written by Princess Luzadas

The Felix Aconex integration is configured per project. The following instructions outline how to configure the integration at a project level to allow users to import Aconex documents into RFQs.

To connect a Felix and Aconex project perform the following steps:

  1. Navigate to Project from the main menu.
  2. Locate the project that you would like to configure the integration for by using the quick search or filters.
  3. Click on the Title of the project or hover over the ellipsis icon and select View from the options.
  4. Go to Integrations on the left panel.
  5. In the Document Management section, you will see an option to connect to Aconex.
  6. Click the Connect button.

  7. In the configuration screen, populate required fields marked with a red asterisk {*).
  8. Click the Test Connection button to ensure the credentials you entered are accurate. A green message will pop up if the connection is successful. If the connection is unsuccessful, you will get an error message.
  9. Click the Connect button to finalise the connection.

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