Kareo

Kareo set up

To set up the Kareo connector, you need the following authentication values from your Kareo account:

• Username

• Password

• Customer key

Cyclr set up

To set up the Kareo connector in Cyclr, go to your Cyclr console:

1. Go to Connectors > Application Connector Library.

2. Use the search box to find the Kareo connector.

3. Select the Setup Required icon.

4. Enter the below values:

   ValueDescriptionCustomer KeyThe Kareo customer key.UsernameThe Kareo account username.PasswordThe Kareo account password.

5. Select Save Changes.

Note: If you leave any values blank, Cyclr asks for the value when you install the connector into an account. This means you can use different settings for different accounts.