Special note for Ebix SmartOffice Retail customers. Before connecting FMG Suite to SmartOffice, you will need to enable FMG Suite Integration from the SmartOffice application. If you are an Enterprise customer and this setting is not available, contact Ebix directly to enable the FMG Suite integration.
In SmartOffice, Navigate to your User Accounts
Open your User
Select User Rights and in the Integrations section check off FMG Suite
Connecting FMG Suite to SmartOffice
First, navigate to Contacts >> Manage Contacts in the navigation pane on the left side of your dashboard:
On the top of the Contacts page, under Import Your Contacts, click "Sync Ebix SmartOffice":
Have your credentials ready – you'll be asked to log in to your SmartOffice account when you click "Sync with Ebix SmartOffice." This is a one-time authentication process that allows us to successfully sync with Ebix SmartOffice.
Enter in your Ebix SmartOffice log in information and click "Submit":
During the syncing process, all of your contacts in your admin will be replaced with your SmartOffice contacts. If you have any contacts in FMG Suite that are not in SmartOffice, export your FMG contacts and add them to SmartOffice prior to syncing.
You can choose which of your contacts from Ebix SmartOffice to add to FMG Suite. Choose whether to sync all of your contacts and contact sets or only specified contact sets and their associated contacts. To update your contacts automatically at the end of each day (recommended), enable automatic syncing by checking the box next to “Automatically sync with SmartOffice at the end of each day":