> For the complete documentation index, see [llms.txt](https://ledsak.gitbook.io/docs-for-ledsak/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ledsak.gitbook.io/docs-for-ledsak/integrations/cliniceo.md).

# Cliniceo

### **1. Overview**

Cliniceo is a powerful clinic management platform. When integrated with Ledsak CRM, it allows automatic syncing of patient data, payment completion status, and clinic information to enhance lead lifecycle tracking.

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### **2. Accessing Cliniceo Integration Settings in Ledsak**

To begin the integration:

1. Log into your **Ledsak CRM** dashboard.
2. Navigate to **Integrations > Cliniceo**.
3. You will find fields to input your **Cliniceo credentials** and configure clinic-specific details.

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### **3. Cliniceo Integration Fields**

#### **A. Account Name**

* Assign a unique name to this Cliniceo integration instance.
* This helps in identifying and managing multiple accounts if applicable.

#### **B. Cliniceo Name**

* Add a descriptive name that represents your Cliniceo account or clinic.

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### **4. API Credentials**

To enable API communication between Ledsak and Cliniceo, provide the following credentials:

#### **A. API Key**

* **Location:** Log in to your Cliniceo account → Go to **Settings > API Access** → Copy the **API Key**.

#### **B. Business Key**

* **Location:** Available in Cliniceo’s API Access section alongside the API Key.

#### **C. API Secret**

* **Location:** Also located in the API Access section in Cliniceo.

> ⚠️ Ensure all keys are kept confidential. Do not share your keys publicly.

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### **5. Adding Clinics**

Configure one or more clinics from Cliniceo by providing:

#### **A. Cliniceo Clinic ID**

* This ID uniquely identifies a clinic registered in your Cliniceo account.
* Retrieve this from the clinic settings inside Cliniceo.

#### **B. Select Clinic Branch**

* Choose the appropriate branch within Ledsak that corresponds to the Cliniceo clinic.

> 🔄 You can repeat this process to map multiple clinics.

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### **6. Lead Conversion Mapping**

To ensure that lead progress is tracked effectively based on payment status:

#### **Select Lead Conversion Stage**

* Choose the stage in Ledsak CRM that should be automatically assigned **when a payment is marked as completed in Cliniceo**.
* Example: *“Converted”*, *“Client”*, or *“Payment Complete”*.

This setting ensures leads are automatically updated in Ledsak based on real activity in Cliniceo.

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### **7. Activation**

#### **Is Activate?**

* Checkbox the switch to activate or deactivate the integration.
* If activated, data will start syncing between Cliniceo and Ledsak CRM based on your settings.

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### **8. Related Documents**

You may refer to the following for more detailed API and workflow documentation:

* Ledsak.ai Help Center

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### **9. Support**

If you encounter any issues during the integration:

* Contact **Ledsak Support** at: <support@ledsak.ai>