Syncing Ebix SmartOffice

How to integrate your Ebix contacts with your FMG account

If you are an Ebix SmartOffice Retail customer, before connecting FMG to SmartOffice, you will need to enable the FMG Integration from the SmartOffice application. For Enterprise customers, you can contact Ebix directly if this setting is unavailable.

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.


Syncing 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.