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

         

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

         

      3. Have your credentials ready – you'll be asked to log in to your SmartOffice account when you click "Sync with Ebix SmartOffice." This one-time authentication process allows us to sync with Ebix SmartOffice successfully.

         

      4. Enter your Ebix SmartOffice log-in information and click "Submit":

         

      5. Select your settings in the "Ebix CRM Synchronization" modal:

         

        1. What Would You Like To Sync From Ebix SmartOffice?: You can choose which of your contacts from Ebix SmartOffice to add to FMG. Choose to either sync all of your contacts or only specified tags.

        2. Sync Frequency: To update your contacts automatically at the end of each day (recommended), enable automatic syncing by checking the box in this section. If you choose not to enable automatic syncing, you can start an on-demand sync anytime from your Contacts page.*

           

          *After your initial integration, you may update your contacts sync method on-demand. To do this, navigate to Contacts > Manage Contacts in your admin. To update your Ebix SmartOffice contacts on-demand, you can click "Update Contacts":

        3. Sync FMG Activity: Check the box in this section if you'd like 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 of your contacts in your admin will be replaced with your Ebix SmartOffice contacts. If you have any contacts in FMG that are not in Ebix SmartOffice, export your FMG contacts and add them to Ebix SmartOffice before syncing.

       

       

      Updating Sync Settings

      To update your sync settings after your initial integration:

      1. Navigate to Contacts > Manage Contacts in your admin:

         

      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.