Summary
This page details the steps required to complete the initial set-up when configuring Vetsource within Merlin
Details
When doing the initial set up to link your Vetsource account to Merlin, naviagte to integration on the primary navigation and select 'Vetsource'.
1. Input your practice token provided direct from Vetsource.
2. Use the drop down to select the last active date you want to use to send clients & patients from Merlin to Vetsource based on their last appointments or treatment.
3. Map your species in Merlin to the Vetsource species.
4. Select 'Connect'.
Note: Once connected, this screen is not editable so it's important the information entered is accurate.
