Step-by-Step Instructions for connecting AMS360 to XILO
Create new Web Service API in AMS360
Start in AMS360
Click “Administration” tab
Click “Web Service API”
Web Service Application: leave as “Custom”
WSAPI Login ID: XILOAMS
Choose Password and Verify Password: This is the password you will use to integrate with XILO. You create this yourself.
Under the “Data Security Based On” section, choose “Entity Access Security Only”
On the bottom half of the window under “Entity Access”, choose “Check All”
At the top right of the window select “Add”
Adding the integration in XILO
Login to XILO
Select “Settings” from the left hand navigation
Click "All Services"
Type “AMS360” into the search bar and select “Integrate”
Connecting the integration
You should now see that AMS360 has been added to your list of integrations.
Click the gear icon next to AMS360
Here you will add your agency number used to sign in to AMS360. (it looks similar to this 3032501-1)
Add the username (XILOAMS) and password you created for AMS360 in the previous instructions.
Click the gear icon for AMS360 settings again and assign/select the following:
Select which forms you would like integrate into AMS360 using the same settings
Configuring team settings for AMS360
**You must do this same process for each agent.**
In XILO, select “Settings”
Select the “Agents” tab to display list of current agents
Locate the agent you would like to add AMS360 credentials to
Click the pencil icon (edit) labeled “Action”
Select an Account Executive and Account Rep from the dropdown menus