How to add another AMS integration to Fuse.
As your business expands and grows, you may find yourself in a position where you have acquired a new agency or brokerage and you want to upload their agency management system database to your Agency Revolution communication platform.
Note: Adding more active clients to your Agency Revolution system could increase your monthly billing. Please reach out to our team for clarity.
Add a New List In Fuse
To integrate a new list, simply navigate to the Accounts section in the lefthand navigation, then click "New List" on the righthand side of the screen.
Once you've clicked "New List," you will be taken to a selection screen showing all of the AMS integration Fuse offers. Click the "Setup" button on the list of your choosing and work through the integration instructions as needed to connect your additional AMS to Fuse.
Naming Your New AMS List in Fuse
Should you need to integrate an AMS of the same platform, such as two AMS360 lists, be sure to name each list something different for organization. You will be able to rename a list during the setup phase.
When you name your new list, it will show up in the top of the list setup page to help keep things organized.
With multiple lists, you will also have multiple dashboards, with each dashboard displaying data for the specific AMS list. All of these can be navigated through the top portion of the Agency Revolution dashboard, as shown below.
If you're ever unsure of which list you're seeing data for, check the top bar for the orange underline. That will show you what data set you're working within.
Should you have any questions about adding a new list into Fuse, please feel free to reach out to our team at team@agencyrevolution.com to get the help you need!