This article walks you through how to set up your Hawksoft integration. You will walk through these steps On your Welcome Call with your Implementation Specialist.

On the System Integration page, click on the red circle in the lower right-hand corner. This will give you a list of agency management systems to choose from. Find HawkSoft, click on "Setup":

You will then be brought to a screen that looks like this:

If this is a second list or a list associated with a specific location, start by giving it a unique "List Name."

The next step is to click on "Setup Notifications."

That will give you a 7 Step 'Wizard' for you to follow.

Step 1/7 on the "Setup Notifications" has some information about the HawkSoft Integration:

Let’s get started with Hawksoft integration. Hawksoft Integration relies on an application that you will download and install on your computer. Once the application is set up you can configure the Windows Task Scheduler to automatically launch it or you can run by hand. The application will fetch your Hawksoft database, detect changes, and send those changes to Agency Revolution.

Before beginning, please be aware that you may need local administrative permissions to install the Sync application. Consult your IT department for assistance. Let’s get started!

After reading the information, you can click on the red 'Next' button on the lower right of the screen.

Step 2/7

Cloud Option

Select the Cloud option:

That will bring up a pop-up window with more information:


After adding the information to your HawkSoft, you can click beside the pop-up window to close it, or the "Got It" button at the bottom of the pop-up window.

Step 3/7

Step 4/7

Step 5/7

Step 6/7

After all the previous steps were completed, this step will automatically connect with your HawkSoft setup and fetch the data that it can get.

Step 7/7

Setup Hawksoft Notification and Download

Once completed, the Integration steps are done! Now you can work on setting up the mapping of the Policy Rules and Employees.

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