The integration between Monarch and AOS allows you to begin deals in Monarch and, when ready, push those deals to AOS to create a shell plan where you can finish in AOS and update before trafficking.
The original integration was also designed to accept updates back from AOS when changes occurred to values that Monarch cares about and to allow newly created plans in AOS to create a deal in Monarch allowing you to begin work in either system. These last 2 experiences are no longer supported by AOS and were reluctantly pulled from the integration. Perhaps in the future they will be supported and added back.
How Do I Get Started with the AOS Integration?
As the Salesperson / Sales Manager
When you send your first deal you will be asked to map yourself a Salesperson in AOS. Note that when you are prompted, you must supply the entire email address in order to be valid. You cannot supply a few characters and expect it to search. This is a one time mapping per Salesperson. If a mistake is made an Admin can re-map your Monarch Account to AOS.
As the Administrator
Configure AOS from the Integrations Settings page:
1. Navigate to the Settings page and click on the Integrations tab at the top.
2. Scroll down to find the AOS tab.
- Click to enable the integration
- Add the tenant information for where AOS can be found (ex: AOStester)
- Save your changes. That’s it!
