In this article we cover...
- How does the data flow
- How to setup the integration
- How to force sync all records
- What schedule does the data sync?
- Do I need to keep Eclipse open to sync?
How does NASA Eclipse data flow into Fuse?
After setting up the sync it will happen automatically in the background. Eclipse will trigger a sync each morning when it is loaded. First, it will check if there was an incomplete sync from the day before and finish it. Then it will sync the changed records (delta sync) in the background. If the process is interrupted, then the system will retry again at four hour intervals.
NASA Eclipse users can rely on the system to automatically map data in the background with minimal configuration. We will import...
- Names and Company Names
- Additional Contacts (known as Related Parties.)
- Contact information, including Email, address, and phone
- Policy information
- We're also getting Producer and CSR information for each record.
Producer and CSR to Fuse User Mapping
Producers and CSRs are automatically mapped based on the data we receive from Eclipse. We require the Producer and CSR to have an email address, if they do not, we will fallback to the primary user.
If you adjust this data be sure to do a full sync to refresh Fuse.
If you have a suggestion or improvement about bringing more or better data over, please hit the chat button and let us know.
How to setup the integration
Our implementation team will guide you through the setup. We support version 6.2.135 and higher. The basic process involves navigating to the Agency Setup Information screen and configuring the settings available in your Fuse application.
How to force sync all records
From the Agency Revolution Setup panel, make sure all the settings are correct and hit the "Sync All Customers" button. This is not required as we will sync in the background automatically. (See below.)
What schedule does the background sync use?
We will attempt to sync every four hours.
Do I need to keep Eclipse open to sync?
Yes. Keep Eclipse running in the background during a sync operation. The duration of a sync will depend on the list size. You can monitor the process from the Fuse screen in the Integration Setup section.