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Lightning Step Integration Reactivation (CRM)

If your Lightning Step integration becomes inactive, this guide will help you reactivate the connection and get it working again.

Before You Begin

Lightning Step integrations may become inactive if the associated user account is automatically deactivated due to inactivity. You'll need to identify which user account is linked to the integration.

Steps to Reactivate Lightning Step Integration

  1. Contact Lightning Step Support
    Reach out to Lightning Step Support at [email protected] and inform them that your integration has become inactive.

  2. Request User Account Check

    Ask Lightning Step Support to verify if the user account associated with your integration has been deactivated due to inactivity.

  3. Reactivate the User Account
    If the user account is deactivated, Lightning Step Support will need to reactivate it on their end.

  4. Set Exclusion from Automatic Deactivation
    Request that Lightning Step Support set the user account to exclude from automatic deactivation to prevent this issue from recurring.

  5. Test the Integration
    After the user account is reactivated, contact Dazos Support to test the integration connection and confirm it's working properly.

Verification / Expected Result

Once the user account is reactivated, your Lightning Step integration should become active again. Dazos Support can send a test patient to Lightning Step to confirm the connection is working without any issues.

Troubleshooting / Common Issues

  • Integration still inactive: Double-check that the correct user account was reactivated and that it has been set to exclude from automatic deactivation.

  • Test fails: Contact both Lightning Step Support and Dazos Support to verify the API token is still valid and properly configured.

Related Resources

If you continue experiencing issues with your Lightning Step integration, contact Dazos Support for further assistance with testing and troubleshooting the connection.

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