Connecting to GreatSoft

To connect a NowInfinity account to GreatSoft, navigate to Portal Settings > Integrations

Step1: To connect to GreatSoft you will need to first obtain your API Base URL and Office code. This can found on your GreatSoft Dashboard. 

 

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Once obtained enter both the API Base URL and Office code and click 'Connect to GreatSoft'

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Step 2: You will be taken to the GreatSoft site. If you are not already logged into GreatSoft you will be prompted to log in.

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Step 3: Once logged into GreatSoft, you will be prompted to grant permission for NowInfinity to access your GreatSoft data. To grant permission, click the 'Allow Access' button. 

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Step 4: Once permission is granted, you will be returned to Portal Settings > Practice Management in the NowInfinity platform. 

The Practice Management page will now look like this:

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Step 5: To import all companies and individuals from GreatSoft, click 'Sync Data'.

All the data that will be imported can then be used to pre-fill interview forms using the integration button.

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Note: Should you need to change the API Base URL or Office code you can enter the new details and to save click the green 'Update GreatSoft' button.

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Step 6: Should you wish to enable the auto sync function make sure to tick the box 'Sync and compare entities overnight'.

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This will automatically sync the data between NowInfinity and GreatSoft each night. 

Note: Should you not wish to have the sync done automatically simply untick the box. This will then require the 'Sync Data' button to be clicked manually.

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