How to Set Up the BindHQ Integration with Ascend

Jack Brown
4 steps
8 seconds

Bindhq

In BindHQ, navigate to Accounting > G/L Account Admin and click "Add a New Account"

1. Set [[Name]] = Ascend FBO 2. Set [[Type]] = Bank Other fields can be added but are not required

Navigate to Settings > Integrations and click "Set up Ascend Integration" 1. Switch the toggle for "Enable Ascend integration" 2. Set the Receipt Source Account 3. Set the Receipt Bank Account as the new Ascend FBO account you created 4. Click "Generate API key"

Provide the followingto your Ascend relationship manager 1. BindHQ URL 2. Client code 3. API key 4. Export of carriers, including **name**, **address**, and **BindHQ ID** 5. Export of marketing companies, including **name**, **address**, and **BindHQ ID** 6. Export of coverage types, including **name** and **BindHQ ID** 7. Export of agencies including 1. Name 2. Address 3. Phone number 4. Primary contact name 5. Primary contact email

The final step in this process is crucial for a successful launch of the integration. Ascend requires a minimum of 24 hours to successfully configure the integration once all information has been provided.

How to Set Up the BindHQ Integration with Ascend

Jack Brown
4 steps
8 seconds

Bindhq

In BindHQ, navigate to Accounting > G/L Account Admin and click "Add a New Account"

1. Set [[Name]] = Ascend FBO 2. Set [[Type]] = Bank Other fields can be added but are not required