Epic: Automatic Email-Based Integration - Setup Steps for existing clients

Eliminate the daily task of manually uploading your Epic reports to Fuse! Learn how Epic can automate this task for you!

Review this document for instructions to automate uploading your Epic reports

Great news for Epic users with report-based integration: Now Epic can automatically email the reports to Fuse for you!

Basic Requirements

1. Epic can email your reports

   Epic must be able to generate and send the required Policy List & Client List reports via email.

   • If the reports are already being emailed to you every day, then you meet this requirement!

   • If the reports are instead saved to your computer every day, then you can test this requirement by configuring them to be emailed to you instead. If they successfully arrive in your inbox, you're all set! If not, see our FAQ.
     ​

2. You have the necessary permissions in Epic:

   1. Ability to create/edit Vendors & Vendor Contacts

   2. Permission to View/Modify Scheduled Jobs (Found under the “Procedures” section)

Setup Steps for Existing Clients

If you're just setting up an Epic integration for the first time, please contact us for support with your setup.

If you're already syncing your data to Fuse via manual file uploads, follow the steps below to automate the process:

1. Add your special email address to Epic as a Vendor email

   1. Create a Vendor in Epic named Agency Revolution (Or, if Agency Revolution is already in Epic as a Vendor, find and open it.)

   2. Add a Contact to the Vendor (we recommend naming it “Fuse Integration”) and leave that Contact screen open.

   3. In a separate browser tab, log into Fuse and...

      1. Go to Accounts

      2. From the 3-dot menu icon in the top-right, click "Manage List"

      3. Click "Configure Epic Integration"

      4. In the middle of the page is a special email address in bold. Highlight and copy that address.

   4. Switch back to the Vendor Contact you left open in Epic, paste the email address from Fuse into that Contact, and save it.
      ​

2. Modify your scheduled reports to be sent directly to Fuse

   1. In Epic, go to Procedures > Job Management > Jobs, and set the view filter to: “Jobs - Scheduled”.

      

   2. Under “Jobs - Scheduled”, locate the “Fuse Policy List” and “Fuse Client List” jobs (these might also be named “AR Policy List” and “AR Client List”) and take the following steps with each report:

      1. Open the job.

      2. Click the (+) icon or Add New Recipient

      3. For the Recipient, choose Vendor > Agency Revolution

      4. In the next screen select the "Fuse Integration" contact.

      5. Make sure that “Print” is NOT checked

      6. In the Email field, select the special email address that you entered into the Vendor Contact earlier

      7. Attach As: Microsoft Excel Workbook

      8. Save

      9. You may also delete the pre-existing recipient if you wish.
         ​

3. Check Fuse to confirm success!

   When Epic runs these jobs at the next scheduled time, your reports should be emailed directly to Fuse.
   ​
   Once Fuse receives the reports, it will take a short time for the system to analyze and recognize them. About 30 minutes after the scheduled report time, return to your "Manage List" page in Fuse and click "Report Status" to verify that it worked.
   ​
   The Report Status page displays the current status of each report, and the date and time when it was most recently received. If the latest time stamp is around the time when your reports were scheduled to run, and you see a green check mark next to each one, then you’re all set! Integration will continue to occur automatically at the time and frequency you’ve specified in Epic.
   ​
   ​

   

Problems or Questions?

Please see the Epic Email-Based Integration FAQ / Troubleshooting Guide.