- InfusionSoft integration (Beta)
Priot to exporting data you need to authorize your InfusionSoft account with NowCerts on this page. Once authenticated, you'll see the three available lists for exporting.
Checkboxes let you select the records ot be exported. Click on "Export to InfusionSoft" to complete the batch export.
Besides Batch-mode exporting, It's also possible to export individual records for Insureds, Prospect or Policies from their Details pages:
*In order to export Policies your custom fields should match the following structure:
Currently we support up to 5 policies.
This mean you can have custom fields with names likes this:
Policy 1 Number
Policy 2 Number
Policy 3 Number
Policy 4 Number
Policy 5 Number
and the same for the rest of the fields:
Policy 1 Effective Date
Policy 2 Effective Date
Policy 1 Line of Business
Policy 2 Line of Business
Policy 3 Line of Business
... and so on
The names of the fields should exact match these names !!!
TAGs: We are in the process of adding tag categories and labels to the Insured stricture. These will be used to define the events and trigger the appropriate campaign. We will publish that list in our next post.