AMS360 Integration

Enabling AMS360 integrations in Bridge requires agency-level and individual-level setup. Follow the below steps to set up AMS360 integrations for your agency.

Enabling AMS360 integrations in Bridge requires agency-level and individual-level setup. Follow the below steps to set up AMS360 integrations for your agency.

Agency Setup in AMS360

To set up AMS360 integrations for Bridge on an agency level, you first need to create a new username and password in AMS360, then change your agency settings in Bridge.

Create New Username and Password in AMS360

1. In AMS360, click Administration.
2. Click Web Service API. A popup box will appear.
   
3. Click New.
   
4. Input a new Login ID and Password. Make sure to write these down somewhere in case you forget.
5. Click Entity Access Security Only.
6. Click Check All.
7. Click Add.
8. Click Save & Close.
   
9. Note the version number in the URL at the top of your screen. This should be a lowercase ‘v’ followed by a long number. You will need this for step 7 in the Bridge settings section below.
   

Change AMS360 Settings in Bridge

1. From the main navigation menu, click Settings.
   
2. Click Agency Setup.
3. Click Choose Setup Action, then Integration Setup.
   
4. From the Management System dropdown, click AMS360.
5. Enter the Username and Password you created earlier.
6. Enter your Agency ID. This is specific to your agency.
7. Enter the Version you noted in step 9 of the AMS360 instructions above. This should be a lowercase ‘v’ followed by a long number and is found in the URL at the top of your screen in AMS360.
8. Click Update Settings.
   

Notification Service (AMS360) Setup

Follow these steps to set up AMS360 Notifications.
(Requires Admin permissions)

In Bridge:

1. In Bridge, Go to Settings
   
2. Click Agency Setup
3. Click the Choose Setup Action menu and select Integration Setup
4. Click the Auto Import Management System Data tab
5. Click the Copy Link button (You will paste this link into AMS360, below)
   

In AMS360:

1. Click the Administration tab
2. Click the Notification Service Setup link
   
3. Under Notification Service Clients, Click Add
4. For Notification Client, enter BridgeIntegration Client
   
5. Under Contacts click Add
6. For the Contact Name, enter BridgeIntegration Contact
   
   
7. In the Recipient Information section, click Add
8. Under Recipient Information, enter the following:
   1. Name: BridgeIntegration Recipient
      
   2. Destination Address: Paste the link you copied above
   3. Notification Version: 2
   4. Primary Contact: BridgeIntegration Contact (same as in step 6)
   5. Delivery Status: On
      
9. Click the AMS360 Save icon

Individual Setup for AMS360 Users in Bridge

Each user in your agency will have to complete these steps individually. If you have any questions at any time, please contact support.

1. From the main navigation menu, click Settings.
   
2. If not already there, click My Profile.
3. Scroll down and click Integration.
4. Choose whether you want client information to appear in AMS360 when you receive a call (Open Client on Call) or when you answer a call (Open Client on Answer).
5. Click Turn on Automatic Activity Exports. This will enable you to automatically create an activity log after every call to maintain good record-keeping.
6. Click Export to Inbox as Files to enable this setting.
7. Enter your Short Name. This is found in the upper-right corner of AMS360 next to Logged in as.
8. Click Save Settings.