To set up this integration, you will need to be on the Agency Plus, Agency Complete, or Agency Pro plan with Canopy Connect, and have an active ACS2000 account.
Integration Setup in Canopy Connect (Administrators)
Navigate to the Integrations page by clicking on the Integrations tab in the left side menu.
Click the '+' icon in the Encompass integration box to add the integration.
The Integrations Settings page will open. You can click the Automatically Export checkbox to send submissions to ACS2000 automatically. Click Save.
How to use the ACS2000 Integration
From the activity dashboard, expand the data pull you'd like to use and review the policy information.
Navigate to the integrations section.
From the ACS2000 module under Integrations, select if you'd like to start a quote as a mono-line Auto or Home, or if you'd like to start a multi-line package. Click Generate ACS2000 File on the right.
Click Auto Accord or Home Accord to download the file.
Please Note: your browser may prompt you with a warning – click Keep.
Navigate to ACS200 – File / Import.
Navigate and select the correct file to import – repeat as needed.
Please Note: During your first import you may need to navigate to the default download folder for your web browser and you may also need to adjust the file type to XML.
Finalize the data in ACS2000.