Export Settings for Partner XE
 

Instructions for setting up integration bridge for Partner XE
 

1. Have agent log in to the main dashboard in Partner:  Open Utilities → Rating Integration
   
   
    
2. The following window will appear:
   
   
   
   Highlight Boston Software / WinRater.
    

3. In the "Line of Business" dropdown below, select AUTOP.
   
   
    

4. Once the LOB is selected, the following fields will appear:
   
   
    

5. In this example, the directories are set up in the old WinRater default directory.  This could be OK, depending on the agency.
   
   However, if you just freshly installed the standalone integration files, you will want to fill in the following information:
    

   Field	Information
   Executable Path:	C:\Program Files (x86)\SinglePoint Integration\DoRate.exe
   Working Directory:	C:\Program Files (x86)\SinglePoint Integration
   AL3 Output Directory:	C:\BSRate\BSRate.tmp
   Input Directory:	C:\BSRate

    

   Similar to AMS 360, These export paths are user-specific!  You are free to set these as locally referenced or pointed to a server destination.  Use your best judgment here.

6. Click Save.  Repeat Steps 2-4, selecting HOME instead of AUTOP. 
   
   BOTH Auto and Home must be entered!