Integration Set Up
To install the HawkSoft Integration, you will need to do 3 things:
Subscribe to the Ascend app in the HawkSoft marketplace.
In HawkSoft, click the Gear Icon in the top right corner, and select Marketplace from the dropdown menu.
Add your HawkSoft Agency ID into Ascend
Start the initial import of data from HawkSoft into Ascend
You can do so here.
Note: your HawkSoft Agency ID can be found on the login window.
Update your HawkSoft Agency ID into Ascend Dashboard at https://dashboard.useascend.com/settings/integrations
Using the Integration
How to create a program in Ascend from HawkSoft
Click the +New Program button from the Ascend programs homepage here
Click the Import from HawkSoft button in the right corner of the Customer section
Type in the insured's name or business name into the search field and select the customer from the dropdown, then select which policy(s) you'd like to import to the program
The customer's info should auto-populate, along with some policy/quote details
Verify the policy details are accurate, and enter the remaining required info that doesn't auto-populate from HawkSoft:
Minimum earned rate
Once all details are confirmed to be accurate, click the Save program button
Your program is now ready to send the payment link to the customer!
Field Mapping from HawkSoft to Ascend
Insured and business information is pulled from the Name and Address section in HawkSoft. The fields that we pull to create the Ascend program are:
Insured Business Name
Policy information is pulled from the General Policy Information section in HawkSoft. The fields that we pull to create the Ascend program are:
Line of Business
For any questions, please reach us in chat or at email@example.com