Automatic sync from Epic to Fuse
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Rebecca Taylor
As an Epic user, I would like the ability to set up an automatic sync with Fuse so I do not have to manually upload reports every day.
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Lucas Jans, VP of Product
complete
This is now live! Contact our support team to help set this up or read the documentation online.
Lucas Jans, VP of Product
We're in the home stretch of this. The capability is in private testing. Let us know if you would like early access to this.
Lucas Jans, VP of Product
in progress
We will tackle this in Q3
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Andy Siegel
Lucas Jans, VP of Product: Thanks for the update! It would be much easier for me to have Epic simply run the same reports that it does now for these 2 databases and rather than email to me to then download to my system and upload to yours, to simply email to some address at Agency Revolution and have the files process automatically.
Lucas Jans, VP of Product
Andy Siegel: That's exactly what we're planning to do! There will be some minor one-time configuration needed, and the occasional login to manage records that are missing in the report.
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Andy Siegel
Lucas Jans, VP of Product: I would be most happy to automate this tedious task!
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Adam Burke
Lucas Jans, VP of Product: How are you planning to mitigate the security risk of sending our entire client and policy databases over email?