HawkSoft Integration - Quick Download

Client details are now available to be sent in the HawkSoft Document created by RiskAdvisor

Written By David Brower

Last updated 8 months ago

Availability: Growth & Premium Plans

Check out the video overview below

Or, follow the steps in the GIF below:

Once the HawkSoft document has been downloaded, double click it to open
HawkSoft Importer will appear and prompt for new or existing customers. Choose and hit “Finish”

Description	Variable	RiskAdvisor Mapping	Notes (Required vs Non Required is related to QuickSend)
Type of Customer	gen_sCustType	Personal	Set Value
Last Name	gen_sLastName		Required
First Name	gen_sFirstName		Required
Middle Name	gen_cInitial
Address	gen_sAddress1		Not Required
City	gen_sCity		Not Required
State	gen_sState		Not Required
Zip	gen_sZip		Not Required
Customer Source	gen_sClientSource	(Max length = 14 characters)	AgencyZoom Lead Source OR Text Input Lead Source
Free form notes on client	gen_sClientNotes	(Max length = 30,000 characters)	For the fields used to create Client or Policy notes (gen_sClientNotes & gen_sFSCNotes), the text needs to be contained in paragraph form as one (1) complete paragraph.
Cell Phone	gen_sCellPhone		Either Phone OR Email is Required
Msg Phone	gen_sMsgPhone		Either Phone OR Email is Required
Email Address	gen_sEmail		Either Phone OR Email is Required

If you have any questions or need additional help, let us know in the RiskAdvisor Chat!