Below are the most commonly asked questions related to your HawkSoft // Certificial integration. If you need further assistance, please email us at support@certificial.com.
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Click "Share Data"
If you are not yet registered on Certificial, register using the HawkSoft Registration Page * Be sure to add your HawkSoft Agency ID into the "AMS Agency ID" field on the registration form
** If you are already registered on Certificial, please email us at support@certificial.com with the email address registered and your HawkSoft Agency ID
*** Your data will begin syncing with Certificial and may take up to an hour to be completed
Description: Email already exists in Certificial as an Agent
Likely Cause: You have listed your email address as the Clients' email address
Resolution: You may use a single email as the email address for multiple Clients. You may not, however, use a single email for a Certificial "User" account AND a Certificial "Agent" account. To resolve, change the email address for your Clients to an address different from the email address you used to register on Certificial as an Agent.
You should receive your data quality report 24-36 hours after you've setup your HawkSoft <> Certificial integration. If you have not yet received your data quality report, please contact support@certificial.com
In order to upload a Cert Holder address book in Certificial, you must first export the information from HawkSoft. To do this, please:
Log into HawkSoft
Select the "Search" icon on the top-left of the screen
Enter the name of the Business or Primary contact and select the "Search" button
Locate the Client and click the "Select" button
Select the "Action" icon
Navigate through the prompt to select "Print/Create" in the 4th step, and then select "Certificate of Liability (025)"
Select/Highlight the COI and then click the "Edit" button
In the left navigation select "Certificate Holder" and then click the "Export" button
Save the .csv file to your computer
To upload the Cert Holder Address book: log into Certificial, click the Guided Assistance meanu on the left and select "Upload Client Address Book" for a step-by-step walkthrough.
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