Skip to main content

Example Integration Setup Guide

This guide provides instructions for taking an integration into use in your Vetera.
​

Add the Integration Application

  1. In Vetera, go to Settings > Integrations > Open API access.

  2. Select Add application. A dialogue opens.

  3. Find and select the integration you want to add ('Magnificent integration' in the example image).

  4. Select Save. The credentials are automatically sent to us and a new virtual user and a permission group by the name of the integration is added in your Vetera


Set the Permission to the Integration User

  1. Go to Settings > Users > Permission groups.

  2. Find the permission group with the same name as your integration.

  3. Select the shield button at the end of the permission group row and set the following permissions to the permission group. Remove the default permissions that are not on the list.

    • General: Patients and clients (read)

    • General: Consultations and its items (read and write)

    • Financial: Invoices (read and write)

    • Profile: User profile page (read)

    • Settings: Tags (read and write)


Add the Webhook to Trigger the Integration

  1. Go to Settings > Integrations > Webhooks.

  2. Select Add and configure the following parameters:

    • Trigger: Select the event that triggers the integration. Clinic location: leave blank

    • Name: Add the name of the integration.

    • Content type: Select the appropriate content type.

    • URL: Add the integration URL.

    • Clinic location: Select a clinic location in which the integration is used or leave blank to use in the whole organisation.

Did this answer your question?