The intended audience for this article is Agents.
Primary Contact Sync
During the initial integration sync, if you have an individual contact on the Customer/Prospect, we will sync that over as the Primary Contact in Wunderite.
From the Customer/Prospect, the fields we bring over to create the Primary Contact include:
First Name*
Middle Name
Last Name*
Business Phone
Email
*Note: The First Name and Last Name values are required In order to create a Primary Contact in Wunderite.
Once the Primary Contact is created in Wunderite, the integration will automatically create an individual Contact back in AMS360.
This new Contact record in AMS360 will be linked together with the Wunderite Contact for the purpose of bi-directional data updates.
The integration will not make updates to the individual contact information on the AMS360 Customer/Prospect, only on the corresponding Contact record in AMS360.
Individual Contact Records Sync
In addition to the Primary Contact Sync noted above, the integration will also sync over any individual Contacts related to the Customer/Prospect in AMS360.
These are found in the Contacts section of AMS360 when editing a Customer in AMS360.
Individual Contact records in AMS360 link directly to Contacts in Wunderite. Any changes made on the integrated fields updated if changes are made in AMS360 or Wunderite.
If a new Individual Contact is created in AMS360, the record will be automatically created in Wunderite as a Contact
Frequently Asked Questions
What Contact fields will come over to Wunderite from AMS360 and be updated if a change is made?
Name
Prefix
Email
Phone / Extension
Title
Our general article covers the full details on data that syncs bidirectionally between AMS360 and Wunderite.
What information must I have in an AMS360 Contact to ensure it syncs to the correct Risk Profile in Wunderite?
First and Last Name - these are required fields to create a Contact in Wunderite
The Contact must belong to a Customer/Prospect that satisfies the integration data sync requirements.