The new Actions menu in the carrier downloads session screen has the following options:
Here is a brief explanation on what they do.
- DOWNLOAD: let's you download the XML version of the AL3 files that came from Ivans or ones that were imported manually. Users can download the entire session (all records) or just selected records (by using the check-boxes).
- BRIDGE: This is for agencies that have defined a Webservices (or API) URL where we can send the XMLs. The URL is defined in the Agency profile.
- Export to InfusionSoft. If your agency has an integrated Infusionsoft account, you can send the download records to Infusions with the appropriate transaction tag (described in a separate article?).