How to Set Up TAM Integration

How to create, save, and export a TAM report for integration with Fuse

This article describes how to create, save, and run a report from TAM for integration with Fuse. You should only need to create your saved report once. After that, you can run and upload your saved report on an regular basis.

In this article:

  1. Exporting Your Report from TAM - (for ongoing integration)

Creating and Saving Your TAM Report

  1. In TAM, click "Reports" on the left sidebar.

  2. From the top file menu, choose "Options" and switch to TAM's "Classic" report mode.

    TIP: If you've already created this report in the past and you need to re-create it today, please delete any pre-existing versions of the report before you continue. You can do this by clicking the "User Defined" button on the left sidebar and...

    • In the "Report Type" box, select "User Defined Reports".

    • In the "Report Choices" box, locate any/all versions of the Agency Revolution report, right-click each one and delete it (this is to avoid any confusion with the new version you're creating – when done there should only be 1 version to run!)

  3. On the left sidebar, click the "Search" button.

  4. At the top, click the "Report Selection" tab.

    1. In the "Report Type" box select "Customer"

    2. In the "Report Choices" box select "Policies - Current"

      Note: If "Policies - Current" is not visible, then click on Options and select "View All Searches"

    3. For output type, select "User-Defined"

  5. Click the "Criteria" tab.

    1. Set every criteria to "All", "Both" or "Each Time Found" (only 1 of these options is available per criteria)

      TIP: If you see a criteria that is not already set to one of the desired values, it's easy to change. Just double-click it, then look on the right sight of the report window and clear all special criteria shown there. Then save the change and it should reset that criteria to something like "All" by default)

      IMPORTANT: You must set Record Listings to "List Each Time Found" or you will end up with inaccurate customer data in Fuse

  6. Select the "Description" tab

    1. You may leave the description blank or enter a description if you'd like. This is optional.

  7. Select the "Fields/Sort" tab

    1. If there are already items in the field selection area (the box on the right side) clear them all out.

    2. Add all of the fields listed below. This is done by clicking a field in the box on the left side, then clicking the "Select" button to pull it over into the "Fields Selected" box on the right.

      TIP: You will be adding fields from 3 different sections: Policy Data, Customer Data, and Contact Info. To switch between these sections, click the dropdown menu labeled "Data File Choices".

      ​Click here for supported Fields

  8. Click "Run" in the upper-left corner.

  9. When prompted, name the report "AR Customer Export", set the Default Output Destination to "Excel - Raw Data" and continue.

You're Done!

You will now find your Saved Search in the "User-Defined" section, under "User-Defined Searches."

Exporting From TAM

Your TAM report may be run and uploaded to Fuse up to once per day (a minimum of twice per week is recommended to ensure your data is up-to-date for campaign purposes).

  1. From the TAM Reports screen, click "User Defined".

    1. In the "Report Type" box, select "User Defined Searches".

    2. In the "Report Choices" box, select the report (it should be named something like "AR Customer Export").

    3. In the "Output Type" area, make sure "Excel Raw Data" is selected (it should be selected by default).

  2. Click the "Run" button in the upper-left corner.

  3. When prompted to choose a filename...

    1. The first time you run the report:

      1. Choose "Send output to a new filename"

      2. Enter the filename as "AR Customer Export"

      3. Click "Ok."

    2. Every time after that:

      1. Choose "Send output to an existing file".

      2. Select the pre-existing filename from the list of options

      3. Click "Ok."

  4. After the report runs, you will be asked whether you want to open the file in Excel. Choose "No" (you don't need to open it in Excel.)

You're Done!

Your report is now ready to upload to Fuse!