Setting Up Your Client List By AMS
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      1. GloveBox University
      2. Managing Your AMS Client Lists
      3. Setting Up Your Client List By AMS

      Managing Your Client List: NowCerts

      GloveBox relies on the data within your AMS to pull over into GloveBoxHQ, ClientHub, and the Mobile Apps. Here are instructions for you to set up your reports and ensure your AMS is set up properly for a GloveBox data import.

      Below are the instructions to connect your agency's NowCerts account to GloveBox using the NowCerts API, which is how GloveBox pulls in data from your NowCerts AMS. 

      Step 1: Provide GloveBox with a NowCerts Login

      GloveBox will require a login to NowCerts in order to connect the API between GloveBox and NowCerts.

      • If you're comfortable, you can share your agency's login information to NowCerts at no cost.
      • If you prefer, you can create a new user on your NowCerts account for GloveBox to use. This may come with an additional fee. 
        • To create a new user, please follow the instructions provided by NowCerts.

      Step 2: Securely Share Your Login Credentials
      GloveBox uses a tool called OneTimeSecret to securely share your API credentials.

      • First, navigate to OneTimeSecret.com.
      • Next, Create a Secret Message.
        • Add the following text in the text box.
            • Agency Name:
            • User Email:
            • Password:

      image-Dec-05-2022-08-51-43-4545-PM

      • Then, Set an Optional Passphrase in the 'Passphrase' box.
      • Click the 'Create a secret link' button to generate a unique share link.
      image-Dec-05-2022-08-52-38-8606-PM
      Step 3. Send Your Secret Link to GloveBox
      Email the secure link and passphrase to your GloveBox point of contact in a separate email using the subject line “[Agency Name] - NowCerts API Credentials."


      By following these steps, you can securely set up your NowCerts-GloveBox API integration. If you have any questions or encounter any issues, please reach out to your Customer Success point of contact for assistance.