This document describes how fields are mapped for the Ascend <> Veruna integration, when policies are synced to Ascend using “Ascend Checkout”
<aside> 💡 If left blank, we will default to a producer / account manager set for your Organization
</aside>
| Ascend Field | Veruna Field | Type |
|---|---|---|
| Producer | Policy → Primary Producer | Optional |
| Account manager | Policy → Account Manager | Optional |
| Ascend Field | Veruna Field |
|---|---|
| Customer name | Accounts → Name |
| Customer address | Accounts → Billing address |
<aside> 💡 If there are two or more contacts on the Account, the “Ascend Checkout” modal will ask you to select which one should be the primary contact and receive emails to pay.
</aside>
| Ascend Field | Veruna Field | Type |
|---|---|---|
| Customer contact name | Contact → Name | Required |
| Customer contact email | Contacts → Email | Required |
| Customer contact phone | Contacts → Phone | Required |
<aside> 💡
Note that once a contact is selected for the first time it will be stored as the “Ascend Invoice Contact” on the account and auto-selected for that account going forward. If you want to replace the primary contact, delete the contact before creating a new program and you will be prompted to select a new contact when creating a new program.
</aside>
| Ascend Field | Veruna Field | Type |
|---|---|---|
| Quote number | Policy → Policy Number | Required |
| Policy number | Policy → Policy Number | Required |
| Carrier / Writing Company | Policy → Issuing Carrier | Required |
| Wholesaler / MGA | Policy → Billing Company | Required |
| Coverage Type | Policy → Policy / Coverage Type | Required |
| Effective Date | Policy → Effective Date | Required |
| Expiration Date | Policy → Effective Date | Required |
| Min Earned Rate | Policy → Minimum Earned Rate | Optional |
