Why are updates in AMS360 not syncing to Wunderite?

The intended audience for this article is Agents.

If your AMS360 Customer and/or Prospect records meet the required criteria for the data sync from AMS360 to Wunderite, but you are still not seeing those updates come over, you may have some errors on the AMS360 side that you need to clear out.

AMS360 Notification Service (ONS)

Wunderite uses AMS360's Notification Service (ONS) to be notified when there are changes in AMS360 that need to be synced to Wunderite. Sometimes this service has errors on the AMS360 side that require manual intervention by your AMS360 Administrator.

How to determine if you have errors and correct them

There doesn't seem to be a specific reason in many cases as to why the AMS360 notification service has errors that keep it from working with Wunderite or other applications. This is why we recommend following the steps below whenever you are not seeing data flowing to Wunderite.

Login as an AMS360 Administrator
Navigate to Administration in the top navigation
Click Utilities on the left menu
Click Undelivered Notification Messages
If you see any records with the Notification Recipient listed as Wunderite, click on the Delete checkbox and then click on the Save icon.
There may be multiple errors that you need to clear out, so after clearing out any messages, we recommend reopening the Undelivered Notification Messages window and checking to make sure no other errors have appeared.
If you see additional errors, repeat the steps above.

Are Updates Still Not Syncing?

If you've Deleted the visible errors, but still do not see any updates syncing to Wunderite, we recommend disabling and re-enabling the Notification Service client. This essentially is a reset of the service.

To make these updates, you'll need administrative access to your AMS360 instance

To Disable:

Login to AMS360 as an Administrator
In the top navigation, click Administration
On the left menu under General, click Notification Service Setup
Select the Wunderite Notification Client and click Edit in the yellow bar.
Click Edit in the Notification Recipient yellow bar
Set the Delivery Status dropdown setting to Off
In the Recipient Information yellow bar, click Update
In the Notification Service Clients yellow bar click Update again
Click Save & Close

To Re-enable:

Select the Wunderite Notification Client and click Edit in the yellow bar.
Click Edit in the Notification Recipient yellow bar
Set the Delivery Status dropdown setting to On
In the Recipient Information yellow bar, click Update
In the Notification Service Clients yellow bar click Update again
Click Save & Close

If after performing these steps, you continue to see issues, we recommend contacting Vertafore support or your account manager. There may be additional issues that only Vertafore would be able to assist with.