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      What Field Updates in AMS360 Trigger the Record to Sync With Fuse?

      Changes to most (but not all) fields in AMS360 trigger a sync of the updated data into Fuse. Find out here which fields do and don't.

      How It Works

      When you add or change data in AMS360:

      1. AMS360 sends Fuse a "Notification," letting Fuse know that something changed. For example, AMS360 tells Fuse, "A change was made to this customer!" or "A change was made to this policy!"

      2. Fuse then makes a request to download that record (the changed customer or changed policy) from your AMS360 database.

      This process gives you "near-real-time" integration between AMS360 and Fuse.

      However, please be aware that AMS360 does not trigger a "notification" for all types of changes.  

      Editing most of the commonly-used "Customer" and "Policy" fields will trigger a notification, but editing certain other fields will not.

      Fields That Do NOT Trigger Notifications From AMS360

      These fields do not trigger a notification (an automatic re-sync), but you can force a resync of these fields by (A) editing a different field in the same record that does trigger a sync, or (B) looking up the Account in Fuse and clicking "Refresh".

      This is not a comprehensive list and is only meant as a quick reference for a few commonly-used fields that will not cause an automatic sync of the record.

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      Fields That DO Trigger Notifications from AMS360

      The following list, kindly provided by Vertafore, includes all fields that DO trigger a notification to Fuse:

      Please note: Some of these fields are not available for use in Fuse.
      This is strictly a list of fields that, if edited, will cause AMS360 to notify Fuse that the record has been edited. Fuse will then re-sync the fields we integrate from the relevant Customer or the Policy

      Customer-Level Fields

      • Customer Number

      • Customer ID

      • First Name

      • Middle Name

      • Last Name

      • Firm Name (Business Name)

      • Address 1

      • Address 2

      • City

      • County

      • State

      • Zip Code

      • Res Phone Area Code

      • Res Phone

      • Res Extension

      • Business Area Code

      • Business Phone

      • Business Extension

      • Fax Area Code

      • Fax Phone

      • Fax Extension

      • Marine Area Code

      • Marine Phone

      • Marine Extension

      • Pager Area Code

      • Pager Phone

      • Pager Extension

      • E-Mail

      • Web Address

      • Formal Salutation

      • Informal Salutation

      • Date of Birth (DOB)

      • Occupation

      • Married

      • Business Since

      • Type Entity

      • DBA

      • NAICS

      • Federal ID Number

      • DUNS Number

      • Type Customer

      • Is Broker Customer

      • Active

      • Producer 1 Code

      • CSR Code

      • Broker Code

      • GL Division Code

      • GL Department Code

      • GL Branch Code

      • GL Group Code

      • Customer Added Date

      • PermAttrFlagsCust (?)

      • Is Health Customer

      • Is Life Customer

      • Is Financial Services Customer

      • Is Benefits Customer

      • Is Non-PC Customer

      • Is Personal Customer

      • Is Commercial Customer

      Contacts Fields

      • Customer ID

      • Customer Contact ID

      • Contact Name

      • Title

      • Is Officer

      • Is Director

      • Address 1

      • Address 2

      • City

      • State

      • Zip

      • County

      • Res Area Code

      • Res Phone

      • Res Extension

      • Bus Area Code

      • Bus Phone

      • Bus Extension

      • Fax Area Code

      • Fax Phone

      • Fax Extension

      • Mobile Area Code

      • Mobile Phone

      • Mobile Extension

      • Pager Area Code

      • Pager Phone

      • Pager Extension

      • E-Mail

      • Formal Salutation

      • Informal Salutation

      Policy Fields

      • Customer ID

      • Policy ID

      • Policy Number

      • Type Of Business

      • Policy Type

      • Policy Type LOB (Line of Business)

      • Writing Company Code

      • Exec Code

      • CSR Code

      • Broker Code

      • Policy Effective Date

      • Policy Expiration Date

      • Is Continuous

      • Policy Status

      • GL Division Code

      • GL Department Code

      • GL Branch Code

      • GL Group Code

      • Billing Method

      • Is New B Policy

      • Full Term Premium

      • Is Financed

      • Company Type

      • Is Multi-Entity

      • Policy Sub-Type

      • Description B Policy

      Policy Transaction Premium Fields

      • Policy ID

      • Policy TP ID

      • Effective Date

      • Line Of Business

      • Plan Type

      • Writing Company Code

      • Premium

      • Billed Premium

      • Written Premium

      • Full Term Premium

      • How Billed

      • IncludePremium

      • IsCorrected

      • IsPosted

      • IsSuspended

      • Charge Code Policy TP

      • NonPrRecipientPolTP

      • NonPrinstTreatPolTP

      • Company Code Policy TP

      • Company Type Policy TP

      • Description Policy TP

      • Insert Seqential Number

      • Reconciled

      • TiComId