Kloud Connect - Connection Guide

Overview

This guide explains how to connect Kloud Connect to ATOmate. This connection will feed your client data into ATOmate.

Only the Super User can complete the connection.

Step	Action

Step	Action
1	From the Dashboard, select SETTINGS.
2	Select the ACCESS PM tab.
3	Click the green Connect to Kloud Connect button.
4	Enter login credentials and click Sign In.
5	Verify your Practice name is showing and click Accept.
6	Successful connection will appear as follows.

Once the connection is made, the next steps are to complete the configuration steps. Refer to the Kloud Connect Configuration guide.

End of guide.