Intuit Practice Management Integration: Set Up
Before you can set up the Intuit Practice Management integration in Liscio, Liscio Support will first need to enable Intuit Practice Management in your Liscio account. Please reach out to support@liscio.me to have this done.
Caution
- Do not sync Intuit Practice Management before we have your client data uploaded. This will cause duplicates.
To Set Up the Intuit Practice Management Integration:
1. Log in to your Intuit Practice Management account.
2. Click Settings on the left-hand panel.
3. Click Connected Apps.
4. Locate the Liscio account and click Connect/Manage.
5. Copy the API Access Key.
6. Navigate to Liscio.
7. Click the ellipses (three dots) in the lower-left corner, then click Admin, then Integrations.
8. Under the Karbon integration, click Connect.
9. Paste the Intuit Practice Management API Access Key in the text box and click Save.
Related Article: Syncing Records
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