AgencyFuse enables the effortless creation of a bi-directional data flow between AMS and CRM, providing instant access to comprehensive customer and policy information without leaving your CRM.
By consolidating data from multiple sources, AgencyFuse enables businesses to build powerful, real-time dashboards in HubSpot. These dashboards offer actionable insights, allowing teams to make informed decisions quickly and confidently.
This article will focus on the AMS360 and HubSpot systems and how to sync data between them. First, follow the steps below to create an AMS360 user.
1. Setting Up an AMS360 User and Creating a HubSpot Private App Token
Setting Up an AMS360 User
An Integration User differs from a standard VSSO/Login User. The Integration User allows for API integration via WSAPI. Create this user on AMS360 with the instructions below.
1. Go to the AMS360 Portal and click on the Administration tab to access the Web Service API page on the left of the menu, as illustrated in the image below.
2. Click on the New button and open the Web Service API setup screen as shown in the page below.
3. Add credentials as per the image below. For Synatic users, the WSAPI Login ID should be: “sysaccounts” + [your agency name] + “@synatic.com”. The Password can be any secure password of your choice.
NOTE: Please send these credentials to your relevant Synatic liaison via a secure channel. If you need assistance with this, please get in touch with your Synatic liaison.
4. In Entity Access, click on the Check All button as shown in the image below.
5. After completing the configuration, click on the Save and Close button in the File menu.
Creating a HubSpot Private App Token
A HubSpot Private app is a token that is used when creating an AgencyFuse system. Follow the instructions below to create a HubSpot Private App.
1. Go to the HubSpot Portal and click on the Settings tab to access the Private Apps page on the left of the menu, as illustrated in the image below. Click the Create private app button.
2. Provide a name.
3. Select the required Scopes. See the Table below for the Scopes to select.
crm.lists.read | crm.objects.users.read |
crm.lists.write | crm.objects.users.write |
crm.objects.appointments.read | crm.pipelines.orders.read |
crm.objects.appointments.write | crm.pipelines.orders.write |
crm.objects.companies.read | crm.schemas.companies.read |
crm.objects.companies.write | crm.schemas.companies.write |
crm.objects.contacts.read | crm.schemas.contacts.read |
crm.objects.contacts.write | crm.schemas.contacts.write |
crm.objects.custom.read | crm.schemas.courses.read |
crm.objects.custom.write | crm.schemas.courses.write |
crm.objects.deals.read | crm.schemas.custom.read |
crm.objects.deals.write | crm.schemas.custom.write |
crm.objects.invoices.read | crm.schemas.deals.read |
crm.objects.invoices.write | crm.schemas.deals.write |
crm.objects.leads.read | crm.schemas.invoices.read |
crm.objects.leads.write | crm.schemas.invoices.write |
crm.objects.line_items.read | crm.schemas.line_items.read |
crm.objects.line_items.write | crm.schemas.listings.read |
crm.objects.orders.read | crm.schemas.listings.write |
crm.objects.orders.write | crm.schemas.orders.read |
crm.objects.quotes.read | crm.schemas.orders.write |
crm.objects.quotes.write | crm.schemas.quotes.read |
crm.objects.services.read | crm.schemas.services.read |
crm.objects.services.write | crm.schemas.services.write |
4. Retrieve the access token for the private app.
2. Adding a System in AgencyFuse
The Sync solution requires a system to work. This section shows how to add Systems in AgencyFuse, starting with AMS360.
Adding an AMS360 System
To create an AMS360 system, follow the instructions below:
1. Click on the systems tab.
2. Click on the Add System button.
3. Select a system from the drop-down menu. The AMS360 system will be chosen for Match.
4. Provide the required credentials and then click on the Create button to add the system.
Adding a HubSpot System
To create a HubSpot system, follow the instructions below:
1. Click on the systems tab.
2. Click on the Add System button.
3. Provide a System Name and Select an Auth Type. This can either be OAuth or Private App.
a. Selecting OAuth will require you to log in to HubSpot to acquire a token.
b. Selecting Private App will require you to enter the token you created in HubSpot.
5. Once tokens are provided, click on the Create button to add the system.
Resources and Actions
Each system has preconfigured Resources and Actions. Each Action will perform changes on the Resources. These will be used when creating a Mapping between different systems. The example below shows the HubSpot system's Resources and Actions.
3. Using the Sync Solution in AgencyFuse
Once the systems are added, the Sync Solution can be used. To do this, a New Sync must be created.
Create a New Sync
To create a new sync, follow the instructions below:
1. Click on the New Sync button.
2. Provide a Sync Name and Description in the respective fields.
3. Select the systems to sync by clicking on the field. Choose a system from the list. AMS360 and HubSpot have been selected in the example below.
4. Click on the Create button.
5. The New Sync will be shown in the Sync Page. Click on it to open.
Create a Mapping
A mapping can be created for the new Sync.
1. Click on the New Mapping button to create a new Mapping. A New Mapping page will open.
3. Select a Source System. Click on the dropdown arrow to choose one. AMS360 has been selected as the Source step in this example. The Destination System is automatically set to the HubSpot system.
4. Select the Source Resource. Click on the dropdown arrow to choose one. If no options are available, click on the Fetch Resources button.
5. Select the Destination Action. Click on the dropdown arrow to choose one. If no options are available, click on the Fetch Action button.
6. Once fields are complete, click on the Create button.
Mappings Page
The Mappings Page will appear as shown. Each part of the mapping process will be explained in this section. Note that the process moves from Source (AMS360 system) to Destination (HubSpot system) as previously configured.
Filters Section
The filter Section is used to define conditions to filter which records from the source should be processed. Use formulas to create complex filtering logic. Note that the Filter Step is optional.
Links Section
The Links Step is used to configure relationships between records in different systems. Links help maintain data integrity across systems. For example, if data from a source exists in the destination, links can help prevent duplication. Click on the Configure Links button to create links.
Enter the identifiers (IDs) in the Source and Destination fields separated by a comma. Each identifier represents specific data. In the example below, data with ID 20 from the Source will be linked with data with ID 10 in the Destination. The same will apply for IDs 50 and 15.
Once links are configured, click on the Create Links button.
Map Section
The Map Section is used to transform and map source data fields to destination fields. Click on the Configure Field Mappings button to configure how data is converted and formatted.
The Destination system fields are listed next to the Source field to be mapped. Type a list of test Resource IDs in the Field Mappings field
Mappings are done in the Source Field Mapping using functions and formulas. Click on a Source Map and field and type the "=" symbol to open the different functions to use. Alternatively, click on the f(x) icon to open the list. This includes formulas and properties that have been preset.
NOTE: The list only shows a select few of all possible formulas and functions. Click on the link below to see more that can be used.
View Source Fields
Click on the View Source Fields button to get details about the functions and formulas, including the data type.
Test Fields
Click on the Test Fields button to test the field mappings. Make sure that the Field ID(s) are provided. The Test Results will show at the bottom, as shown in the image below. Click on the Hide Test Results button to hide the results.
Associate Section
The Associate Section is used to create associations between source and destination resources to establish relationships in the target system. Click on the Configure Associations button to configure the associations.
To begin, click on the Add Association button. Type the "=" symbol in the Filter field to open the different functions to use. Alternatively, click on the f(x) icon to open the list. Click on the dropdown arrows in the other fields to select and continue configuring. The Delete button can be used to delete an association.
