Our integration with HawkSoft enables you to import your commercial insureds and their essential data from HawkSoft into Sembley and to keep your accounts up-to-date with ongoing daily syncs.
Limits on Data Shared
Our HawkSoft integration shares the core commercial client details that Sembley needs to keep your submissions and renewals aligned with HawkSoft. However, this integration is not a full data migration tool.
Certain fields in HawkSoft have no direct one-to-one match in Sembleyâor vice versaâso we focus on bringing over the most essential data points to ensure a consistent experience in both platforms.
View our Data Sharing Documentation for a complete overview of what is and isnât imported.
Activating Your Integration đ ď¸
To activate the HawkSoft integration:
Head over to Sembleyâs integrations page
Locate the HawkSoft card and click on the "Activate" button. đ
Enter your HawkSoft Contract ID (Agency ID)
In order to locate this, enable âData Sharingâ in HawkSoftâs Marketplace for Sembley, which will reveal your Agency ID to Sembleyâs API credentials
Click "Save"
This will trigger the synchronization process, which imports all of your commercial insureds from HawkSoft into Sembley.
Daily Sync đ
Once the integration is active, Sembley will perform a daily sync to automatically import any new insureds or any updates to existing insureds from HawkSoft to Sembley.
Importing a Commercial Client đ
Our HawkSoft integration allows you to import any specific commercial insured directly from HawkSoft into Sembley by copy and pasting their HawkSoft client id into Sembley. This is useful when you want to create a submission in Sembley for a new insured without waiting for the daily HawkSoft-Sembley sync.
To import a specific commercial insured from HawkSoft into Sembley:
Navigate to https://app.sembley.com/submissions
Click âNew Submissionâ
Click âImport from HawkSoftâ
Copy and paste the insuredâs client id from HawkSoft into Sembley
Importing Records đĽ
Our HawkSoft integration enables you to import your insuredsâ records, (like Claims, Premises, Vehicles, etc.) from HawkSoft into Sembley. To import these records into Sembley:
Create or navigate to any submission for the insured in Sembley
Navigate to the table that you want to import the records into
Click on the "HawkSoft Import" button. A dialog will appear, displaying all available HawkSoft records
Select the records that you want to import and click the "Import" button. You will see the records added into your table in Sembley â