Difference between revisions of "AccuAuto Rating Integration"
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | ||
<tr> | <tr> | ||
| − | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes| | + | <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Download]] Newton User Guide: [[Newton User Guide#Download|Download]]</td> |
| + | </tr> | ||
| + | <tr> | ||
| + | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Summer 2018]]</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=AccuAuto_Rating_Integration&oldid=3304 Click Here]</td> | ||
</tr> | </tr> | ||
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | ||
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<td> | <td> | ||
<ul> | <ul> | ||
| + | <li>[[Download]]</li> | ||
<li>[[Rating_Integration#Rating_Integration_Comparison_Chart|Rating Integration Comparison Chart]]</li> | <li>[[Rating_Integration#Rating_Integration_Comparison_Chart|Rating Integration Comparison Chart]]</li> | ||
| − | |||
</ul> | </ul> | ||
</td> | </td> | ||
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</tr> | </tr> | ||
</table> | </table> | ||
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The AccuAuto comparative rating integration is based on standard .AL3 download files. | The AccuAuto comparative rating integration is based on standard .AL3 download files. | ||
http://www.accuauto.net/accuauto-rating.html | http://www.accuauto.net/accuauto-rating.html | ||
| − | AccuAuto cannot | + | AccuAuto cannot import files exported from Newton. |
==== Export a File from AccuAuto -> Newton ==== | ==== Export a File from AccuAuto -> Newton ==== | ||
| − | #[http://www.accuauto.net | + | #[http://www.accuauto.net Contact AccuAuto Support] to enable the AL3 bridge. |
#Complete a quote in AccuAuto. | #Complete a quote in AccuAuto. | ||
| − | #Select the '''Vendor -> ACORD AL3''' option. | + | #Select the '''Vendor''' -> '''ACORD AL3''' option. |
#Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction. | #Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction. | ||
#:[[File:QueueDL.png]] | #:[[File:QueueDL.png]] | ||
| − | #The quote can now be imported through the normal daily download process from any machine in the office by selecting ''' | + | #The quote can now be imported through the normal daily download process from any machine in the office by selecting '''Company''' -> '''Download'''. If the download management system was already open, the import process starts automatically. |
#Select to either use an existing client, or create a new client. | #Select to either use an existing client, or create a new client. | ||
#The system will automatically assign a unique quote number. Optionally a number can be manually assigned. | #The system will automatically assign a unique quote number. Optionally a number can be manually assigned. | ||
Revision as of 12:55, 13 September 2018
 Newton User Guide: Download |
 Required Software Version: Summer 2018 |
 Legacy Instructions Available: Click Here |
| Related Pages |
| Related Categories |
The AccuAuto comparative rating integration is based on standard .AL3 download files.
http://www.accuauto.net/accuauto-rating.html
AccuAuto cannot import files exported from Newton.
Export a File from AccuAuto -> Newton
- Contact AccuAuto Support to enable the AL3 bridge.
- Complete a quote in AccuAuto.
- Select the Vendor -> ACORD AL3 option.
- Newton will briefly show this window, then vanish in a few seconds; it requires no user interaction.
- The quote can now be imported through the normal daily download process from any machine in the office by selecting Company -> Download. If the download management system was already open, the import process starts automatically.
- Select to either use an existing client, or create a new client.
- The system will automatically assign a unique quote number. Optionally a number can be manually assigned.
- Change the Company Code for the quote if desired. Select Ok.
- The file has now been processed.
