Importing Transactions from IWB:

    NOTE: You will only be able to download transactions from IWB starting with InsurancePro version 6.0.

1. To setup the integration with IWB you have 2 options:
   • From the Download/Bridge menu at the top of the screen, select Insurance Website Builder Bridge OR
   • Click on Download from IWB from the Downloads/Bridge section on the left side of the screen.
2. Click on the Integration Setup & Options menu at the top left of the screen, just below the title bar.
3. Select Setup IWB ID.
4. Enter your Insurance Website Builder ID, this will be your User Name.
5. Enter your Insurance Website Builder API Key, this will come from your IWB Support Console. 
6. Once you have this information set up, you will then be able to export transactions from IWB and upload them to IP.
7. To upload IWB transactions that you want into IP, click on the Integration Setup & Options and select Upload Selected into InsurancePro.