Wunderite

<a href="https://support.wunderite.com/en/collections/7006999-ams360-setup-guide">&lt; Back to AMS360 Setup Guide</a> <a href="https://support.wunderite.com/en/articles/8602936-step-2-app-catalog-subscribe-to-wunderite">Continue to Step 2 &gt;</a>

The intended audience for this article is Agents.

To complete this setup step, you'll need administrative access to your AMS360 instance

The purpose of this step is to give Wunderite a general idea of the total number of active Customers and Prospects in your AMS360 database. These counts help our team work from a baseline when syncing your DB to identify any possible issues with the setup.

If you know these numbers off-hand, send them over. Otherwise, the steps below outline how you can go about running reports in AMS360 to determine these counts.

___________________________________________________________

In the bottom navigation, click <code>Toolbox</code>

In the menu that appears, click <code>Classic Reports</code> ​

In top yellow bar of the the Reports - All screen, click <code>New</code> ​

The the <code>Report Name</code> dropdown, choose the <code>Customer List</code> option ​

Click <code>Add New Report Group</code> and enter <code>Wunderite</code> as the <code>Unique Group Name</code> ​

Enter <code>Active Customers &amp; Prospects</code> in the <code>Description</code> field

In top yellow bar of the the Report List screen, click <code>Add</code>

Open the report by clicking on the name in the Report List

In the report, make the following Selections:

1. Customer Type choose <code>Agency customers</code>
2. Status choose <code>Active</code>
3. Note: If you plan to only sync specific business units to Wunderite, you'll want to include those selections in these reports.
4. Click <code>Generate</code> ​
 
 ​

Modify the Customer Type to <code>Agency prospects</code> and click <code>Generate</code> ​

Send the total row counts from each of two files to your Wunderite account manager.

1. Login to AMS360 as an Administrator
2. In the bottom navigation, click <code>Toolbox</code>
3. In the menu that appears, click <code>Classic Reports</code> ​
 
 ​
4. In top yellow bar of the the Reports - All screen, click <code>New</code> ​
 
 
5. The the <code>Report Name</code> dropdown, choose the <code>Customer List</code> option ​
 
 ​
6. Click <code>Add New Report Group</code> and enter <code>Wunderite</code> as the <code>Unique Group Name</code> ​
 
 ​
7. Enter <code>Active Customers &amp; Prospects</code> in the <code>Description</code> field
8. In top yellow bar of the the Report List screen, click <code>Add</code>
9. Open the report by clicking on the name in the Report List
10. In the report, make the following Selections:
 1. Customer Type choose <code>Agency customers</code>
 2. Status choose <code>Active</code>
 3. Note: If you plan to only sync specific business units to Wunderite, you'll want to include those selections in these reports.
 4. Click <code>Generate</code> ​
 
 ​
11. Modify the Customer Type to <code>Agency prospects</code> and click <code>Generate</code> ​
 
 ​
12. Send the total row counts from each of two files to your Wunderite account manager.

Continue to Step 2 - App Catalog - Subscribe to Wunderite

Create reports to give Wunderite a sense of how many customer and prospect records we should expect to sync to Wunderite