AndDone + AMS360 Integration Onboarding Guide

Setting up your AMS360 integration only takes a few minutes.  You’ll need two things from your Vertafore AMS360 account:

To connect your account, you’ll need two items from your Vertafore AMS360 account:

• YOUR SALES AGENCY NUMBER — the unique identifier for your agency
• YOUR APP ACCESS KEY — the authentication key that connects AndDone to your AMS360 account

Follow the steps below to locate both:

Step 1: Find Your Sales Agency Number

1. Sign into your AMS360 account.
2. Locate your Sales Agency Number in the upper right hand corner of your screen, directly below your username.
3. Copy the Sales Agency Number. You only need the digits that appear after where it says Sales Agency.
4. Paste this number somewhere to keep for later use.

Step 2: Locate AndDone in the Application Catalog

1. In AMS360, go to Administration > Application Catalog.
2. Use the search bar to type AndDone.
3. When AndDone appears, select Subscribe.
4. Confirm AndDone now appears in your list of Subscribed Applications.

Step 3: Create a New Application User

1. Go to the AndDone listing in your Subscribed Applications.
2. Click Edit. A modal will appear showing any existing keys.  This section may be empty if none have been created.
3. In Application User Access, click New to create a user.
4. Assign the new user to:
   1. All business units, OR
   2. Specific units you want AndDone to pull invoices from.
5. Set permissions: 
   1. Selecting All permissions is recommended.

Step 4: Save the New User 

1. Click Add in the blue bar.
2. After saving, locate the new application user in your list.
3. Select the new entry and click Edit.
4. Enter a custom Username and Short Name for your records.
5. Click Update, then click Save.

Step 5: Retrieve the App Access Key

1. Return to the Applications section where AndDone is listed and
   click Edit.
2. In the modal, scroll down to find the new application user you
   created.
3. Locate the Access Key for that user.
4. Copy the full key string—this is your App Access Key.

Final Step: Send Your Details to AndDone

Once all steps have been completed, please email your Agency Number and App Access Key to onboarding@anddone.com. After your details are received, you will receive a confirmation email that your AMS360 application has been successfully integrated.

Questions? If you need assistance or have any further questions, please click here to contact our support team.