Overview

This guide covers what your agency needs to do to connect HawkSoft to Quandri: generating API access, sharing your credentials with us, and (if you're using Connect) mapping your CSR codes to email addresses so renewal emails route to the right person.

Prerequisites

1. Admin access to your agency's HawkSoft management system
2. A designated contact who can generate API credentials

Configuration Steps

Step 1: Generate API access for Quandri

Quandri isn't listed in the HawkSoft Marketplace yet, so your agency generates our API access directly:

1. Open the Setup Menu → HawkSoft in your HawkSoft management system.
2. Generate API credentials for Quandri with full scope. This authorizes Quandri to read your client and policy data.
3. Enable the write-back scope as well. This will let Quandri write log notes, attachments, and suspenses (dated task reminders) back into HawkSoft once that feature is available.

Note: Request both scopes now — Read (required for day-to-day service) and Write-back (not yet active, but needed so we don't have to ask you to regenerate access later).

Step 2: Share your credentials with Quandri

Once access is generated, send your Quandri Implementation Manager the following three values:

1. Agency_id — your agency's numeric HawkSoft ID
2. Client_id — the ID tied to Quandri's vendor app access
3. Client_secret — the matching secret for that access

Note: You can use OneTimeSecret or a similar tool to send these values more securely

Step 3: Provide report for CSR code mapping

If you're using Quandri Connect, renewal emails are sent with a Reply-To address based on the CSR assigned to each policy. HawkSoft's API only returns an opaque CSR Code (e.g., SRD) — not a name or email — so we need a one-time mapping from you.

For each active CSR at your agency, send us a report containing: 

• HawkSoft CSR Code
• Full Name
• Email

Where to find your CSR codes:

• Download a CSV of your HawkSoft users and codes from HawkSoft Downloads Configuration (https://downloads.hawksoft.app/configuration), or
• In the HawkSoft CMS desktop app, go to Settings (gear icon) → User List. Each user's initials are their CSR Code.

Note: Keep this mapping current. If staff or CSR code assignments change, send us an updated list — otherwise replies may route to the wrong person.