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GuidesSettings

Integrations

Configure clinic, laboratory, scanner, finance, manufacturing, communication, and marketplace integrations.

Integration settings show connection status and provider-specific configuration. Use sandbox or test provider accounts in stage.

Laboratory integration directory

Laboratory providers

AreaProvidersPurpose
Design and manufacturingExoCAD, HeyGearsCAD/CAM reconstruction/material mapping and cloud manufacturing
Finance and procurementXero, Fatture in Cloud, AribaAccounting, Italian SDI e-invoicing, and cXML procurement
CommunicationTwilioLaboratory-owned SMS and WhatsApp messaging
MarketplaceBite-FinderOcclusion correction and bite analysis; send an order’s two jaw scans and receive the corrected result
Coming soonMicrosoft 365Calendar and email integration

Provider configuration can include OAuth authorization, account/company selection, product or material mappings, tax/payment mappings, automation switches, sync logs, test actions, and credentials. A provider that fails to load should show an error state rather than being assumed disconnected.

Clinic providers

Clinic integration directory

The clinic integration directory contains Dentally for patient-data sync. Scanner providers such as 3Shape, Medit, and iTero are managed under the dedicated Scanner page.

Connection checklist

  1. confirm the active organization and provider environment;
  2. authorize with the narrowest provider permissions;
  3. select the exact provider account or company;
  4. configure mappings and automation explicitly;
  5. run the available test or limited sync;
  6. inspect the sync log and one resulting GuideLab record;
  7. document how to disconnect or rotate credentials.

Never paste provider secrets into documentation, screenshots, issue logs, or ordinary notes. Use the application's credential controls and repository secret workflow.

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