Install an app

Find and connect a third-party app.

Table of Contents

The App Marketplace lists the apps you can connect to your clinic. Go to Setup and open App Marketplace. You need permission to manage integrations to install anything.

Install

Use Search for an app, or browse the categories and Most popular.
Open the app to read About, Data access and App privacy.
Click Install and follow the setup steps. Some apps ask for credentials, which are stored encrypted and never shown again.

Apps you have added appear under Your installed apps.

Uninstall

Open the app in Your installed apps, choose to uninstall it and confirm with Yes, Uninstall.

Xero and Zapier have their own setup pages. See Connect Xero and Connect Zapier.

Up next

Next, read Connect Xero.