CRM Integrations
      Back to home
      1. FMG Knowledge Base
      2. Email
      3. CRM Integrations

      Syncing Ebix SmartOffice

      How to integrate your SmartOffice contacts with your FMG account

      In this article, we will review:

      Before you begin:

      • Retail Customers: If you are an Ebix SmartOffice Retail customer, enable the FMG Integration within the SmartOffice application before connecting FMG to SmartOffice.
      • Enterprise Customers: If this option is not available, contact Ebix directly for assistance.

      Important Note: SmartOffice is designed to be integrated with only one FMG account. Integrating multiple FMG accounts to a single SmartOffice instance can cause issues with your FMG contact list. 

      Enable the FMG Integration in SmartOffice

      1. In SmartOffice, navigate to your User Accounts.

      2. Open your user.

      3. Select User Rights, and in the Integrations section, check FMG.

      How to Sync Ebix SmartOffice Contacts to Your FMG Account

      To sync Ebix SmartOffice contacts with your FMG account:

      1. Access the Contacts Page: In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard:

      2. Initiate Sync: Click "Sync Ebix SmartOffice" under Import Your Contacts

      3. Authenticate: Log into your Ebix SmartOffice account. This is a one-time authentication process to enable successful syncing.

      4. Configure Sync Settings: In the "Ebix CRM Synchronization" modal, select your preferences:

        1. What Would You Like To Sync From Ebix SmartOffice?: Decide which contacts from Ebix SmartOffice you want to add to FMG. You can either sync all your contacts or only those within specific tag groups.

        2. Sync Frequency: For automatic daily updates, check the box to enable automatic syncing (recommended). If you prefer manual updates, you can initiate an on-demand sync from your Contacts page at any time.

           

        3. Sync FMG Activity: Check the box in this section if you want FMG to write a SmartPad note to Ebix SmartOffice each time:

          • A website form is completed

          • An email is sent

          • Someone opts out of your emails

      During the syncing process, all existing contacts in your FMG admin will be replaced with your Ebix SmartOffice contacts. If you have contacts in FMG that aren't in Ebix SmartOffice, export them and add them to Ebix SmartOffice before syncing.

      Updating Sync Settings

      To update your sync settings after your initial integration:

      1. In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard.

      2. Select the arrow dropdown next to "Update Contacts" and select "Update current settings."

      3. You can then update the contact settings in the "Ebix CRM Synchronization" modal.

      Field Mapping

      Here is how Ebix SmartOffice contact fields map to an FMG contact:

      Ebix SmartOffice Field

      FMG Field

      First Name

      First Name

      Last Name

      Last Name

      Preferred Email Address

      Email Address

      Preferred Address Line 1

      Address 1

      Preferred Address Line 2

      Address 2

      Preferred Address City

      City

      Preferred Address State

      State

      Preferred Address Zip Code

      Zip

      Preferred Phone Area Code + Number

      Phone Number

      Birth Date

      Birthday

      Gender

      Gender

      Marital Status

      Marital Status

      Review Date

      Client Anniversary

      Greeting

      Nickname

       

      Contact Limits

      Contact Integration is limited to 30,000 contacts and/or 1,000 groups in your Ebix database, regardless of how many are selected to sync. Attempts to sync databases over this size limit will fail.

       

      Editing Contacts and Groups

      Once your Ebix SmartOffice CRM has been integrated, you cannot edit your contacts/groups or add new contacts/groups manually from your FMG account.

      You must make these changes from your Ebix SmartOffice account. If your sync frequency is set to automatically sync daily, these changes will automatically sync to your FMG account.