(Note: These steps assume you have already created and saved your initial integration reports in EZLynx. If you have never set up your reports before, please use the integration setup guide on your list setup page in Fuse or contact us for assistance.)
How to Run and Upload Your Reports
Manually uploading your EZLynx reports to Fuse is a quick and easy process. Just follow the simple steps below!
In EZLynx, go to "Saved Reports"
Locate the "Fuse - Applicant Master" report and do the following:
Click the 3-dot menu in it's upper-right corner and click "Run"
If EZLynx gives you options, make sure the report is run as a CSV file.
After the file is saved on your computer, pull up Fuse in a web browser, go to your list setup page, and click "Upload File".
(Pro Tip: If you'll be manually uploading your files on a regular basis, it's a good idea to bookmark your list setup page in Fuse for quick access!)
Drag the CSV file to the upload window and wait for the progress bar. When the upload is complete the progress bar will disappear and you'll see a notice saying the file was uploaded successfully.
Repeat the steps above with each of the other required reports (they can all be loaded one-by-one using the same upload window).
The following reports are required for all EZLynx lists:
Fuse - Applicant Master
Fuse - Policy Master
Fuse - Policy Transaction Master
The following reports are optional unless you have previously chosen to mark them as required for your own Fuse account:
Fuse - Claims Detail
Fuse - Activity Detail
After uploading all of your required reports, if you'd like to check the status of your report uploads, simply click "View Report Status" from your list setup page in Fuse.
(NOTE: It may take a few minutes for the status of each report to update on the status page. If the last received time and date of any file doesn't match the time when you just uploaded it, wait about 15 minutes and then reload or return to the status page.)