How to Set Up the AMS 360 Integration with Ascend
Jack Brown
34 steps
2 minutes
Set Up WSAPI User in AMS 360
1
Navigate to AMS 360 in your browser and go to the Administration section
2
Click "Web Service API"
3
Click "New"
4
Set the WSAPI Login ID to "ASC"
5
Create a password
6
Re-enter the password you just created
7
Set "Data Security Based on:" to "Entity Access Security Only
8
Under "Entity Access" click "Check All"
9
Click "Add"
10
Click "Application Catalog"
11
Find Ascend in the list of applications
12
Click Subscribe
13
Under "Application User Access" click "New"
14
Set the username to "Ascend"
15
Set the "Short Name" to "ASC"
16
Under "New Business Unit Group Access" select "All" which is the first option
17
Under "Security Group Assignment" click "Select All"
18
Click "Add"
19
Click "Subscribe"
20
Click "Yes"
21
Click "Edit" on the Application
22
Click the eye icon to reveal the "Access Key" and copy it to your clipboard
Create Ascend FBO bank account in AMS 360
23
Create a bank account to represent the Ascend FBO account that will be used to receive insured premium payments by following Vertafore instructions [here](https://help.vertafore.com/ams360/content/contextsensitive/bank/csbank_setup_-_account_setup.htm)
If your agency uses divisional accounting, you will need to set up one Ascend FBO account per division (each division will have separate bank account instructions)
Link AMS 360 to Ascend
24
Navigate to [www.dashboard.useascend.com](http://www.dashboard.useascend.com) and click "Settings"
25
Click "Integrations"
26
Click "Partner integrations"
27
Click "Learn More" on the AMS 360 tile
28
Click "Agency number" and enter your Agency Number from AMS 360
29
Click "Username" and enter "ASC"
30
Click "Username" and enter "ASC"
31
Enter the password you created when you set up the WSAPI User
32
Paste the Application key you copied when you clicked the eye icon in AMS 360
33
Click "Set up integration"
34
And you're done! Confirm the integration is working by clicking "New Program" and looking for the "Import from AMS 360" button
How to Set Up the AMS 360 Integration with Ascend
Jack Brown
34 steps
2 minutes
Set Up WSAPI User in AMS 360
1
Navigate to AMS 360 in your browser and go to the Administration section
2
Click "Web Service API"
3
Click "New"
4
Set the WSAPI Login ID to "ASC"
5
Create a password
6
Re-enter the password you just created
7
Set "Data Security Based on:" to "Entity Access Security Only
8
Under "Entity Access" click "Check All"
9
Click "Add"
10
Click "Application Catalog"
11
Find Ascend in the list of applications
12
Click Subscribe
13
Under "Application User Access" click "New"
14
Set the username to "Ascend"
15
Set the "Short Name" to "ASC"
16
Under "New Business Unit Group Access" select "All" which is the first option
17
Under "Security Group Assignment" click "Select All"
18
Click "Add"
19
Click "Subscribe"
20
Click "Yes"
21
Click "Edit" on the Application
22
Click the eye icon to reveal the "Access Key" and copy it to your clipboard
Create Ascend FBO bank account in AMS 360
23
Create a bank account to represent the Ascend FBO account that will be used to receive insured premium payments by following Vertafore instructions [here](https://help.vertafore.com/ams360/content/contextsensitive/bank/csbank_setup_-_account_setup.htm)
If your agency uses divisional accounting, you will need to set up one Ascend FBO account per division (each division will have separate bank account instructions)
Link AMS 360 to Ascend
24
Navigate to [www.dashboard.useascend.com](http://www.dashboard.useascend.com) and click "Settings"
25
Click "Integrations"
26
Click "Partner integrations"
27
Click "Learn More" on the AMS 360 tile
28
Click "Agency number" and enter your Agency Number from AMS 360
29
Click "Username" and enter "ASC"
30
Click "Username" and enter "ASC"
31
Enter the password you created when you set up the WSAPI User
32
Paste the Application key you copied when you clicked the eye icon in AMS 360
33
Click "Set up integration"
34
And you're done! Confirm the integration is working by clicking "New Program" and looking for the "Import from AMS 360" button
