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Setting up the integration

  1. On the integration screen, search for Clinked.
  2. Enter the username and password of an account with administrator privileges in Clinked, then click Connect. Integration setup screen
  3. Once the integration with Clinked succeeds, registered user information appears in the account list. If it doesn’t complete successfully, first try the steps in Troubleshooting failed SaaS integrations. If that doesn’t resolve it, check Information to provide and contact support.
Last modified on August 24, 2026