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

Create new Web Service API in AMS360

Step 1) Start in AMS360

Step 2) Click “Administration” tab

Step 3) Click “Web Service API” - I believe this is on the left hand side. A window will populate

Step 4) Click “New”

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

Step 6) WSAPI Login ID: choose any name. Ex: AgencyZoom

Step 7) Choose Password and Verify Password: this is the password you will use to integrate with AZ.

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) Recipient Name = AgencyzoomNotificationClientService

Step 7) Destination Address = https://api.agencyzoom.com/ws

Step 8) Authentication Code = 9C1F7DBC-7AFC-4c92-9B9C-D7B615E78FB0

Step 9) Version = 2.0

Step 10) Make sure Delivery Status is “On”

Step 11) At the bottom of the window there is a section for Notification Types > Grant All

Step 12) Click “Save” icon

Final Step: Connect in AgencyZoom

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

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

Step 3) Click AMS360

Step 4) Click "Connect" and enter the credentials you created when you setup the Web Service API

Step 5) Complete settings and field mapping

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 EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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