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Triggering Data Sync from AMS360 to Wunderite

Written by Philip MacDonald

The intended audience for this article is Agents.

Customer/Prospect Data Requirements

What information must I have in AMS360 to ensure the Customer/Prospect syncs to Wunderite?

  1. Account must be a Customer or Prospect

  2. Account must be Active

  3. Uncheck Automatically check based on active policies

  4. Account must have a Commercial and/or Personal policy selected
    ​

  5. Account must have at least one of the following:

    • Firm Name

    • DBA

    • First/Last Name

If new customers or updates are still not syncing to Wunderite, there could be an error on the AMS360 side. Learn more here.

Important

  • If you have a Customer or Prospect in AMS360 that is configured as both Commercial and Personal, the integration will only create a Commercial risk profile in Wunderite.

  • The integration syncs records 1 to 1 -- it is not possible to keep two separate records in sync with a single AMS360 Customer.

  • If this is an issue, we recommend creating separate Customer records for your Commercial and Personal lines accounts in AMS360.

Wunderite Data Requirements

Minimum Data Requirements to Create New Records in Wunderite

Wunderite Record Type

Field(s) in Wunderite

AMS360 Record Type

Field(s) in AMS360

**Commercial risk profile

Org Name

Customer or Prospect (Commercial policy)

  • Firm Name

  • DBA

  • First Name / Last Name

Personal risk profile

Name

Customer or Prospect (Personal policy)

  • First Name / Last Name

The Org Name is required to create a Commercial Risk Profile in Wunderite.

When creating Commercial Risk Profiles in Wunderite, we use the following logic to determine the Wunderite Org Name:

  1. Firm Name

  2. DBA

  3. First Name + Last Name

  • If Firm Name is blank, we use DBA.

  • If DBA is also blank, we concatenate First Name + Last Name and use that value as the Org Name in Wunderite.

Fields on the Customer/Prospect that Sync to Wunderite

Commercial Lines Customers/Prospects

  • Name

  • Website

  • Phone / Extension (Business)

  • Fax

  • Address

  • NAICS code

  • SIC code

Note:

  • Top-level Commercial account email addresses are not synchronized.

  • Commercial email addresses should be maintained on contact records.

  • Country code fields are not synchronized for Commercial accounts.

Personal Lines Customers/Prospects

  • Name

  • Prefix

  • Email (syncs to Email - Other)

  • Phone / Extension (Residence, if empty then Cell, if empty then Business)

  • Title

For Personal Lines accounts:

  • AMS360 Firm Name syncs to the Wunderite Name field

  • If AMS360 Firm Name is blank, Wunderite combines First Name + Last Name into the Wunderite Name field

  • Wunderite writes updates back to the AMS360 Firm Name field only

  • Wunderite does not update AMS360 First Name or Last Name fields

Our general article covers the full details on data that syncs bidirectionally between AMS360 and Wunderite.

Creating & Updating Records After the Initial Data Sync

Wunderite treats AMS360 as the system of record. For this reason, all new records must originate from AMS360. You will not be able to manually create new risk profiles in Wunderite when the integration is enabled.

After the initial sync, you may continue adding or updating Customer and Prospect records in AMS360.

If a record did not previously meet the criteria to be synced and you make a change to that record (e.g. marking an Inactive Customer as Active), the integration automatically syncs the record after a saved update is made in AMS360.

Once a record is synced to Wunderite, the integration will handle two-way updates of the available data fields. We do not stop syncing the data even if the customer/prospect is marked Inactive or no longer is set as a Commercial and/or Personal account in AMS360.

Changing from Commercial to Personal

If an AMS360 prospect or account was originally synced to Wunderite as Personal, you can switch it to Commercial by following these steps:

Note that any data that exists only in Wunderite and not AMS360 will be lost in this case.

  1. Update the account in AMS360
    Change the account type from Personal to Commercial, or from Commercial to Personal.

  2. Delete the existing Risk Profile in Wunderite
    A Wunderite Team Admin must delete the Risk Profile that corresponds to the old account type.

    1. If changing to Commercial, delete the Personal Risk Profile.

    2. If changing to Personal, delete the Commercial Risk Profile.

  3. Trigger a data sync
    After the Risk Profile is deleted, make any edit to the updated account in AMS360 to sync the new data to Wunderite.

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