AMS360 is a powerful integration with AgencyZoom. In this article, we'll break down the setup/connection process and what to expect when using AgencyZoom and AMS360.

The AMS360 integration is a 3-step process that we have broken down for you with videos and step-by-step instructions.

Create a new Web Service API in AMS360

Step 1) Start in AMS360

Step 2) Click the “Administration” tab

Step 3) Click “Web Service API”. A window will pop up

Step 4) Click “New”

Step 5) Web Service Application: leave as “Custom”

Step 6) WSAPI Login ID: AgencyZoom

Step 7) Choose Password and Verify Password:

This is the password you will use to integrate with AZ. You create this yourself.

Step 8) Under the “Data Security Based On” section, choose “Entity Access Security Only”

Step 9) On the bottom half of the window under “Entity Access”, choose “Check All”

Step 10) At the top right of the window select “Add”

Complete Notification Service Setup in AMS360

Step 1) In AMS360 click on “Administration”

Step 2) Click “Notification Service Setup”

Step 3) Click “New”

Step 4) Enter “AgencyZoom” on the Notification Client field

Step 5) Under Contact Info, enter your first and last name

Step 6) Click "Add" on the right side of the "Recipient Information" banner

Step 7) Recipient Name = AgencyzoomNotificationClientService

Step 8) Destination Address = https://api.agencyzoom.com/ws

Step 9) Authentication Code = 9C1F7DBC-7AFC-4c92-9B9C-D7B615E78FB0

Step 10) Version = 2.0

Step 11) Make sure Delivery Status is “On”

Step 12) At the bottom of the window there is a section for Notification Types. Go through and check the boxes to Grant All Notifications

Step 13) Click “Save” icon

Final Step: Connect in AgencyZoom

Step 1) Click "My Agency" icon on the left navigation panel in AgencyZoom

Step 2) Click "Integrations" from the list of options

Step 3) Click AMS360

Step 4) Click "Connect" and enter the following:

Agency Number: Find this in AMS360 under the Administration tab. Click the "Edit Agency" button to view your agency number.

WebService API ID: AgencyZoom

WebService Password: This is the password you setup under the Web Service API section in AMS360.

Step 5) Complete settings and field mapping

After you're done with that... YOU ARE INTEGRATED!! 🎉

**Please note the amount of time it takes for all of your data to initially sync between AgencyZoom and AMS360 varies greatly depending on your integration settings and the amount of data syncing between the systems. We usually tell people to give the integration at least 24 hours for the initial sync.

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)