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: 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) 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
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