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      • About the Pawlicy Advisor integration

      • Configure the Pawlicy Advisor integration

      • Pawlicy Advisor integration: Basic workflow steps

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Pawlicy Advisor

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Configure the Pawlicy Advisor integration

Before your organization can use Pawlicy Advisor with ezyVet, a practice manager must configure the Pawlicy Advisor integration.

Make sure that you have a Pawlicy Advisor account.
To configure integration, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Integration.
    The Integration setting in the settings list
    ezyVet shows a New Integration Setting screen.
  3. In the Integration box, select API Partner.
    The API Partner integration setting
  4. In the Partner box, select Pawlicy Advisor.
    The Partner box
  5. Select Save.
    The Save button
  6. In the Scopes section, select Select All.
    The Select All setting for scopes
  7. Select Save.
    The Save button
  8. Select Download Credentials.
    The Download Credentials button
    ezyVet downloads a text file that has a client ID and a client secret.
  9. Send the downloaded text file to vetsales@pawlicy.com.
ezyVet has a configured Pawlicy Advisor integration.
Parent topic: Pawlicy Advisor
Related concepts
  • About the Pawlicy Advisor integration
  • Pawlicy Advisor integration: Basic workflow steps

Procedure
ezyVet
Practice manager

Last updated: December 26, 2024

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Related Articles:

  • Pawlicy Advisor
  • About the Pawlicy Advisor integration
  • Pawlicy Advisor integration: Basic workflow steps

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