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Otherwise, if we need to sync to an existing entity or we’re not sure, we can search in the second entity box that comes up. We can then link this entity to an existing one by choosing the match, and then the green Link Entity button.
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Creating Policies Following Data Syncing
Visit Auto Policy Creation to learn more about how you can automate this process!
Once the data has been successfully synced, you will need to create the policies inside AgencyRoot using the data you just connected to the platform via data syncing.
Policies that are not yet created will appear inside a green box within each respective contact or entity, as shown below.
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From here, you will need to click the three dots to pull up “Create this policy” and then click on that text. That will then correctly create the policy inside that customer’s page in AgencyRoot.
Instructions for Removing Duplicates
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