Keep your contacts updated by syncing your Ebix account with your FMG admin.

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

  1. In SmartOffice, Navigate to your User Accounts

  2. Open your User

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

Syncing Ebix 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 one-time authentication process allows us to sync with Ebix SmartOffice successfully.

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

Here is an overview of the "Ebix CRM Synchronization" modal:

Here is an overview of the Ebix SmartOffice 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 Your Sync Settings

To update your sync settings after your initial integration, navigate to Contacts>>Manage Contacts in your admin:

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

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

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