Kareo Setup

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:
   • Customer Key – The Kareo customer key.
   • Username – The Kareo account username.
   • Password – The Kareo account password.
5. Select Save Changes.