ezyVet

Get ezyVet Partner API Credentials-

The following outlines the steps required to get your ezyVet Partner API credentials.

Step 1:

• Log into ezyVet with relevant admin privileges

Step 2:

• Click on the ‘Admin’ tab

Step 3:

• Use the drop-down box on the left of the screen and select Integration

  

Step 4:

• In the Integration Search Box type and select “API Partner”

Step 5:

• Select MyBalto Foundation from the Partner drop down box and then click ‘Save’

Step 6:

• Underneath ‘Scopes’ click ‘Select All’ and then Click ‘Save’

Step 7:

• Click ‘Download Credentials’. Your browser will then download a file named credentialsapi.txt.

Upload Credentials to the myBalto Foundation Platform

The following section details how to upload your ezyVet API credentials to the myBalto Foundation Platform.

Step 8:

• During onboarding, find the ezyVet Integration box within the "Vet Management Software Tab" in your Settings.
  
  Click "Connect".
  
  

  

  
  

  Step 9:

  • In the myBalto Platform, upload your credentials (.txt file) and click "Connect"

    

  Step 10: Your ezyVet Account is now connected!

In order to add a Donation Line Item to your ezyVet instance, please follow the below instructions.

Step 1:

• In order to add the donation line item to your ezyVet instance please follow the below instructions.

Step 2:

• Click on the ‘Admin’ tab

Step 3:

• Use the drop-down box on the left of the screen and select Products

Step 4:

Click "New Product" in the upper left hand corner.

Then choose "Service Fee" and the following page should pop-up.

• Product code => any code number you like

• Product Name => Two options:
  - If you know the name of your fund (i.e. Fluffy's Fund), enter it here
  - If you don't want to personalize your fund name: "myBalto Foundation Donation"
  **You will need the name of your fund for the next step, so remember it!

• Primary Group => Service Fee (or something similar if not available)

• Properties:

  • Included in Staff Sales Figures => No

  • Is Sold => Yes

• Pricing ($)

  • Department => make sure it's available for your entire organization / locations.

  • Price => $0.01

  • Tax Rate => E (exempt) 0%

  • Inc. Tax => Calculation should equal $0.01

Step 5:

• Once you have added the above information, click on "Save"

Step 6:

• Go back to the myBalto Foundation platform tab, find the ezyVet Integration box, and click, "Add".

  

Step 7:

• Enter the exact name of your donation line item name in the "Product Name" text field. If a red box pops up saying that it is unable to find your line item, you may need to wait 24 hours as our integration updates every evening.

• Once your line item shows up, select it and choose "Save". Ignore the ID number shown as it will not be the same number you entered as a Product ID earlier.

Step 8: Line item integration complete!

Step 1: Go to your Admin Tab

• Select Financial from the drop down

  

Step 2: Click Payment Methods

Step 3: Fill out the Following Information

• Name --> myBalto Foundation

• Associated Account --> Not needed

• Type --> Bank

• Method --> Other

• Uses Rounding/Surcharge: No

• Image --> Not necessary

Step 4: Integration Complete

If you no longer wish to use the integration, it can be disabled by following the below instructions.

Step 1:

• Log into ezyVet with relevant admin privileges

Step 2:

• Click on the ‘Admin’ tab

Step 3:

• Use the drop-down box on the left of the screen and select Integration

Step 4:

• Use the search bar on the left-hand side of the screen to search for the integration

Step 5:

• Select the integration and look on the right-hand side of the screen for the DISABLE button

Step 6:

• Select DISABLE

Step 7:

• A Pop-up will appear where you can confirm the disable by selecting DISABLE again