Integrations & Exports
LanternPay Integration
Prerequisites Before doing the actual integration to LanternPay, we need to make sure that we have all the required credentials first. We also need to properly set up the client's records within CareVision. Here are some of those requirements: ...UKG - Skills and Qualifications Mapping
After successful integration to UKG, on the Settings. On the Organisational Skills, there should be a new column on the table to represent the skills mapping on UKG. Note that this column will not appear if the organisation has no active integrations ...MYOB for Invoicing & Client Balances
Introduction CareVision MYOB Sales Time Billing Export creates invoices for your customers based on the work done – the calendar events on their profiles. It shows detailed and useful information on each transaction. How to do MYOB Invoicing The MYOB ...Sales CRM Workflows and APIs for Hubspot
Integration Overview CareVision can be integrated with any popular Customer Relationship Management (CRM) software that supports web services (REST APIs) and/or webhooks. By integrating them with CareVision, records in both systems can be synced in ...
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