HawkSoft integration guide

What syncs to HawkSoft

When a Submission completes on a Form with HawkSoft enabled:

• Contact information (name, address, phone, email)
• Insured records and basic profile data
• Vehicle records (make, model, year, VIN, garaging address)
• Property records (address, characteristics)
• Coverage preferences (where applicable)
• Documents (attachment support depends on configuration)

The sync runs after Submission completion. HawkSoft creates or updates the appropriate records in your AMS.

What may not sync

HawkSoft has a defined field map. Data outside that map doesn’t transfer:

• Most Custom Questions — unless the field is explicitly mapped, the answer stays in SALT
• Non-standard text fields
• Arbitrary integration response data from other vendors

For specifics, see the per-field mapping reference (also available in your agency’s HawkSoft integration documentation, or in the dev-internal mapping notes).

Connect HawkSoft

1. 1

   Open Integrations on your account.

2. 2

   Find HawkSoft and click connect.

3. 3

   Provide your HawkSoft credentials (typically API key and account ID).

4. 4

   Configure default settings — which HawkSoft account and folder receive new records.

5. 5

   Toggle on the Forms that should sync.

6. 6

   Test by submitting a sample on one of the toggled Forms and verifying it appears in HawkSoft.

Documents

Where document sync is supported:

• Documents uploaded to the Submission attach to the HawkSoft record
• Standard file types apply (PDF, JPEG, PNG, GIF, WEBP, up to 25 MB)
• Larger files or non-supported types are skipped silently — verify by checking the destination

Troubleshooting

If Submissions aren’t appearing in HawkSoft:

• Check integration status. Disabled, needs reauth, or unconfigured prevents sync.
• Check Form toggle. The Form must have HawkSoft enabled.
• Check HawkSoft for the record. Sometimes it lands but in a different folder than expected.
• Check the timing. Sync is async — give it a minute or two.
• Look at the integration’s recent error log for vendor-specific errors. Permission issues, rate limits, or schema validation failures often surface there.

Data mapping reference

Auto policy

Client information

HawkSoft field	SALT source	Notes
Customer Type	Hardcoded “Personal”	Personal lines only
Last Name	Primary Insured
First Name	Primary Insured
Address	Garage Address	Line 1 + line 2
City	Garage Address
State	Garage Address
Zip	Garage Address
Client Source	Submission	Referral source or form/link name
Client Notes	Submission	Prospect notes
Phone	Primary Insured	Sent as-is, no formatting applied
Cell Phone	Primary Insured	Sent as-is, no formatting applied
Email	Primary Insured

Policy information

HawkSoft field	SALT source	Notes
Policy Type	Hardcoded “AUTO”
LOB Code	Hardcoded “AUTOP”	Personal auto
Expiration Date	Submission	Prior auto policy expiration date (MM/DD/YYYY)
Lead Source	Submission	Referral source
Garaging Address	Garage Address	Full garaging address
Bodily Injury	Submission	BI limit (e.g., “100/300”)
BI Split	Submission	BI split limit
Property Damage	Submission	PD limit
UM Bodily Injury	Submission	Uninsured motorist BI
UIM Bodily Injury	Submission	Underinsured motorist BI
UM Property Damage	Submission	Uninsured motorist PD
UIM Property Damage	Submission	Underinsured motorist PD
PIP	Submission	Personal injury protection limit
Medical Payments	Submission	Medical payment limit
Type of Policy	Hardcoded “Broad”

Vehicle information (per vehicle)

HawkSoft field	SALT source	Notes
Make	Vehicle
Model	Vehicle
Year	Vehicle
Primary Driver	Calculated	Index of assigned primary driver
Use	Vehicle	Pleasure, commute, etc.
Commute Mileage	Vehicle	One-way commute miles
Annual Mileage	Vehicle
Towing	Vehicle	Towing coverage limit
Rental Reimbursement	Vehicle	Rental car coverage limit
Comprehensive	Vehicle	Deductible
Collision	Vehicle	Deductible
UM Property Damage	Submission	Policy-level UM PD
UIM Property Damage	Submission	Policy-level UIM PD
VIN	Vehicle
Garaging Zip	Primary Insured

Driver information (per driver)

HawkSoft field	SALT source	Notes
Last Name	Insured
First Name	Insured
Birth Date	Insured	MM/DD/YYYY
Employer	Insured	Occupation
Licensing State	Insured	Driver’s license state
License Number	Insured
Principal Operator	Driver	Yes/No
Only Operator	Driver	Yes/No
Occupation	Insured
Sex	Insured	M or F
Marital Status	Insured
Good Student	Submission	Yes/No discount applied
Defensive Driver	Submission	Yes/No discount applied
Relationship	Insured	Insured, Spouse, Child, etc.

Home policy

Client information

HawkSoft field	SALT source	Notes
Customer Type	Hardcoded “Personal”	Personal lines only
Last Name	Primary Insured
First Name	Primary Insured
Address	Property Address	Line 1 + line 2
City	Property Address
State	Property Address
Zip	Property Address
Client Source	Submission	Referral source or form/link name
Client Notes	Submission	Prospect notes
Phone	Primary Insured	Sent as-is, no formatting applied
Cell Phone	Primary Insured	Sent as-is, no formatting applied
Email	Primary Insured

Policy information

HawkSoft field	SALT source	Notes
Policy Type	Hardcoded “HOME”
LOB Code	Hardcoded “HOME”	Homeowners
Form	Blank	Required field, left empty
Expiration Date	Submission	Prior home policy expiration date (MM/DD/YYYY)
Effective Date	Submission	Prior home policy expiration date
Lead Source	Submission	Referral source
Property Address	Property Address	Full property address
County	Property Address
Multi-Policy	Submission	True if multiple lines of business

Property information

HawkSoft field	SALT source	Notes
Year Built	Property
Construction	Property	Single family, condo, etc.
Burglar Alarm	Property	Monitored security system (Yes/No)
Fire Alarm	Property	Monitored fire alarm (Yes/No)
Deadbolt	Property	Yes/No
Home Replacement	Property	Estimated dwelling replacement cost

Watercraft information (up to 2 boats)

HawkSoft field	SALT source	Notes
Boat Type	Watercraft	Type of watercraft
Length	Watercraft	Hull length

Address resolution

Auto policies: uses property address if home flow is included and the property has an address; otherwise uses the primary insured’s current address.

Home policies: uses property address if available; otherwise falls back to the primary insured’s current address.

Formatting notes

• Coverage limits are cleaned to remove currency symbols and formatting before sending
• Dates are formatted as MM/DD/YYYY
• Boolean fields send as “Yes”/”No” or true/false depending on the field
• Phone numbers are sent as-is — no formatting is applied by SALT

Common questions

Why does my Custom Question data not appear in HawkSoft? HawkSoft has a fixed field map. Custom Questions don’t automatically map. For a specific Custom Question to sync, your field map needs to be extended — contact support if this is critical.

Can I push the same Submission to HawkSoft twice? The integration is designed to fire once per Submission completion. For manual re-push, use HawkSoft’s own re-import or contact support.

How do I disable HawkSoft for a single Form? Open the Form’s integrations tab and toggle HawkSoft off for that Form. The integration stays connected for other Forms.

Does HawkSoft sync count against my Data Credits? No. Data Credits cover paid lookups (property data, dec pages). CRM/AMS integrations like HawkSoft don’t consume Data Credits.