Overview
Kloud Connect is a practice management platform with the ability to streamline operations based on consolidated entity data. Kloud Connect helps enhance productivity through enabling users to update client records and synchronize job tasks and save generated documents directly to Kloud Connect.
Integration
This integration allows for the following:
- All documents and entities created on NowInfinity can be copied to Kloud Connect.
- Existing data from Kloud connect can be imported and utilised in NowInfinity.
- Changes to company details made with Corporate Messenger will update in Kloud Connect.
- Generating discrepancies reports (Only available in Corporate Messenger)
How to establish the integration
Navigate to Kloud Connect application and login with your Kloud Connect credentials.
To configure the integration from Kloud Connect, navigate to the Settings > Connections. Click “Create”. Select NowInfinity from the Create Connection selection.
Enter a preferred name for the connection, and select the division(s) to which the connection relates, then click Create. The NowInfinity integration tile will now be displayed.
To establish the connection, click “Connect” on the NowInfinity tile. You will be asked to enter your NowInfinity login credentials to connect your account (if not already logged in).
Granting access to the Kloud Connect application - scopes
You will be asked to grant permission to your NowInfinity data. Grant access to your NowInfinity data by ensuring that all three permission checkboxes are ticked. Click “Yes, Allow”.
- NowInfinity Plublic API
- Offline access
- Remember My Decision
Revoking access from the Kloud Connect application
To revoke access, click the “Disconnect” button on the NowInfinity integration tile from Kloud Connect’s Settings > Connections page.
Kloud Connect support
For further assistance with the Kloud Connect Integration or the Kloud Connect application, email support@kloudconnect.com.au for support.