Dext Data Health & Insights integrates with GoProposal pricing software to allow you to pull the health score and activity metrics into GoProposal to inform your clients’ pricing for more up to date data and insights than ever before.
To set up the integration you will need to generate an API key to plug into GoProposal.
- Go to Practice Settings, then Data Health.
- Then go to API tokens.
- Enter your Token name (ie GoProposal), then click Create.
- Next, copy the token and paste this into GoProposal.
- Once you have generated your API key in Dext Data Health, the majority of the setup takes place in GoProposal.
You can read more about the next steps in the GoProposal help documentation here.
Tip: GoProposal will only have access to data from the client that the person generating the API key has access to – for this reason, we recommend using the Practice Admin to generate the API key.