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Kareo set up

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

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.

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