How to give access to EzyVet API (Partner Integration)

To allow Profit Diagnostix to access your data using the Ezyvet API the integration has to be activated and the credentials saved. It is best to log into Ezyvet before Profitdiagnostix and retrieve your credentials.

Ezyvet setup

1. Login to your EzyVet account. Please Note that this account needs administrator permissions.

2. Got to the “Admin” tab and select “Integrations” in the dropdown menu on the left

   Open

   

    

3. Type “partner” into the “Integration” search box and select “API Partner“
   
   
   

   Open

   

   
   
   
   
   
   

    

4. Select “Profit Diagnostix” in the “Partner” dropdown menu and press “SAVE”

    

5. On the “Scopes” (Permissions) section press “Select All”, then “Save”.
   Now you can download the credentials (as a textfile) by pressing “DOWNLOAD CREDENTIALS”.

    

6. If someone from Profitdiagnostix is assisting with your setup, then send this .txt file to them
   YOU CAN STOP AT THIS POINT
   If you are setting this up yourself, then continue with the steps that follow.

7. Now open the downloaded text file “credentials-<your clinic name>.txt” Have this ready to copy and paste the credentials into Profitdiagnostix.

8. Your credentials will look like the below ( Click to enlarge )
   
   

   
   
   

To Connect to Profit Diagnostix

1. Log into your Profitdiagnostix System Here: https://my-reports.slyncy.com
   
   

2. Go to Settings → Datasources on the main Menu
   
   
   

    

3. Select the Ezyvet Icon
   
   

   
   
   

4. Enter the credential information you saved from Ezyvet as shown below
   
   
   

   (As of 18/6/2021, a new input box appeared below Client Secret' labelled ‘Custom URI’. This was left blank and the connector seemed to work with it blank. I presume this is only if you wish to use a non standard URI eg. sandbox. So the norm would be to leave it blank.)
   
   Click Create at the bottom
   
   

5. The datasource will appear. The next step is to link a template.
   Settings → Datasource → At the Ezyvet connector → Click the Configure tab
   
   

    

6. At the drop down menu
   
   
   

   Choose the Ezyvet API Option and Save

    

7. The final step is run a Full queue. Click the drop down arrow beside Queue to run a full backup of the last two years data. Queue will only load the last three months (do not use this option)
   
   

    

8. Ezyvet is loaded.