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      AMS360/QQ Catalyst Activity Data Synchronization

      How to set up activity data synchronization for AMS360 and QQ Catalyst so you can see the activity of Fuse inside your AMS.

      Activity Data Synchronization is a way to push Account Activity data from Agency Revolution to your AMS/BMS. With this tool, your entire team can be aware of what's going on with an account from inside their Management System.

      In This Article You Will Learn:

      Systems Supported

      • QQ Catalyst

      • AMS 360

      Events Available

      Our goal is to make every possible event available. We'll then choose a safe set of default events. And it's up to you to turn off or on different events.

      Turning on Activity Data Synchronization

      This is a List specific setting. Navigate to the List's Accounts page. Click the hamburger menu on the right and choose Activity Data Sync.

      To turn on or off all Activity Data Synchronization, select the 'Activity Data Sync Enabled' toggle on the top of this page.

      Archiving Text Messages

      Summaries of archived messages can be included in writebacks to AMS360 and QQ Catalyst. To enable this, complete the following:

      Enable Activity Data Sync:

      • Verify that the Activity Data Sync feature is enabled in your system settings. (follow the steps above!)

      Configure Activity Sync Settings:

      • Navigate to the "Choose types of activity to sync to your Management System" section.
      • Make sure the options for "Messaging - Conversation" and "Messaging - Conversation Archived" are both turned on.

      FireShot Capture 028 - Agency Revolution - app.agencyrevolution.com

      "Text Conversation Archived" Activity

      A summary of the archived messages will be displayed in the "Text Conversation Archived" Account Activity in Fuse.

      Toggling On or Off Individual Events

      Next to the event name hit the toggle to switch its state. This will only have an effect on what events will be logged to your Management System in the future and will have no effect on the past state.

      AMS360 Employee Used to Log Activities Into AMS360

      Fuse will use data from AMS360 to decide what AMS360 Employee will be used when logging the activity.

      • Account Level Account Rep

      • If inactive, Account Level Account Executive

      • If inactive, the default activity rep designated in Fuse Activity Settings. You can set this default to any active AMS360 Employee It does not need to be the same as your Fuse default email sender, but it can be if you'd like. The Default user needs to be active in AMS360.

      Benefits of Synchronization

      Activity data synchronization improves your team's client communications. You can know exactly what messages were sent and when. And have one-click access to the full details in our system.

      It gives you better E&O protection by logging this data inside your Management System. A well-trained staff can then communicate appropriately to their clients.

      AMS 360 Specific Information

      This is what the synchronization information looks like in AMS360.

      To make sure we can write data to the AMS360 Activity Log, please make sure the permission highlighted below in teal is checked off.
      ​

      The "Activity" check box in AMS360 can be found under the following menus:

      • Administration

      • Web Service API