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Financial/Insurance

Assurantie (also known as Unit4 Scenario) CRM Integration

You are a tax consultant or auditor and would like to start with DATEV. Modern and future-oriented, guaranteed successful, step by step. Get started with your Assurantie Integration today.

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System Characteristics

Application Information:

Manufacturer: Dias
Application: Assurantie
Market: Finance/Insurance

Other Information:

Operating System: Windows
Installation Options: Mandatory remote installation required.
Product: Go Integrator sipdesk

Supported Features (related to latest supported release)

You are a tax consultant or auditor and would like to start with DATEV. Modern and future-oriented, guaranteed successful, step by step.

Address book search
Caller details preview
Manual screen pop:
Click to dial via Sipdesk Integrator:
Cached Mode:
Click to dial via Go Integrator:
Additional Features
Manual call activity logging:
Add contact:
Click to dial via business application:

Notes / Advisories

The method of integration we use for UNIT 4 Scenario-Assurantie is to periodically (daily) ‘cache’ the contact data which would then be available to identify the caller. This ‘cached’ contact data is used to identify callers therefore would not be ‘live’ data. If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

References

  1. Assurantie (Product Website)
  2. Dias (Manufacturer Website)
Client Add-in
An Add-in is an option in the Communicator for Xinix client that, when configured, connects the Communicator for Xinix client to the business application enabling a pre-defined set of integration features as detailed in the Supported features box.

Client Add-in with Events
An Add-in with Events is a Client Add-in that also sends and receives events to and from the business application such that the integration features are a combined function of the Communicator for Xinix client and of the business application.

Please refer to the Supported features box for more details.
Standard
Standard integrations are typically* available by default within the Go Communicator sipdesk client and installation can be completed by the reseller / end user using the add-in guide provided. Standard integrations use open APIs or benefit from partner agreements with the business application developer and it is expected that support for future releases will be maintained. Supported integration features are given in the table below.
*In some instances, where additional Go Communicator for sipdesk charges or other exceptional conditions apply an unlock code may be required to enable the integration.

Controlled
Controlled integrations have typically been provided on a customer project basis and either a limited agreement or no agreement is maintained with the application developer and support for future releases might not be available. The integration add-in is not available by default within the Go Communicator for sipdesk client and must be enabled by the Go Communicator for sipdesk developer at the time of installation. Supported integration features are given in the table below. Additional one of charges apply.
The minimum Product / License required to achieve integration.

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