Wunderite

Import policy schedule data directly from your AMS360 integration

Import AMS360 Policy Schedule Data (via integration)

Philip MacDonald

Peter MacDonald

Documentation for Wunderite's AMS360 Integration

AMS360 Integration

What data does Wunderite synchronize with AMS360, and when does Wunderite create activities in AMS360?

AMS360 Integration Overview

Functionality Differences between Wunderite (Standalone) and Wunderite (Integrated with AMS360) (and Imageright where applicable)

Wunderite Standalone vs Wunderite Integrated with AMS360

Triggering Data Sync from AMS360 to Wunderite

How Wunderite imports and synchronizes data between Vertafore's AMS360 and Wunderite

What Data Syncs between Wunderite and AMS360?

Export Wunderite Schedule Data for AMS360 Policy Import

Production vs Sandbox Differences

How Contacts Sync to Wunderite from AMS360

AMS360 Business Unit Segmentation in Wunderite

Configure your CRM to automatically open accounts in Wunderite based on AMS360 Customer ID

Open AMS360 Accounts in Wunderite with AMS360 Customer ID

How to update your ONS Delivery Status in AMS360

Notification Service - Delivery Status

Integration Basics

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

Step 1: Generate Customer & Prospect Report

Step 2: App Catalog - Subscribe to Wunderite

Step 3: Create AMS360 WSAPI User

Step 4: Notification Service Setup (ONS)

Step 5: File Sync Setup

Step 5.1: Custom Activity Name

Step 6: ImageRight Setup Guide

A step-by-step guide to configuring your integration

AMS360 Setup Guide

Why are updates in AMS360 not syncing to Wunderite?

How to find your AMS360 Agency ID

How to find your AMS360 Version

How Wunderite handles data validation and errors with its AMS360 integration

Data Validation and Errors

Business Units

Manage AMS360 integration credentials, sync activity, and troubleshooting workflows

AMS360 Sync Tools: Contact, Sync Logs, Lookup, Resync

Moving Accounts in AMS360: What to Expect in Wunderite

FAQs & Troubleshooting

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