Dazos

Administrative Access: Ensure you have administrator permissions to access integration settings in your Dazos instance.

Integration Credentials: Have your VoIP and EMR integration credentials readily available in case they need to be re-entered.

Navigate to Settings Log in to your reactivated Dazos instance and click on Settings in the left navigation menu.

Access CRM Settings Click on CRM Settings to open the configuration panel.

Review VoIP Integration Go to the VoIP Settings section and locate your configured integration (Dialpad, RingCentral, etc.). Click Test Connection to verify the connection is working properly.

Refresh EMR Integration Navigate to the Integration dropdown menu and select your EMR system (KIPU, OPUS, etc.). Test the connection and refresh any field mappings or credentials if needed.

Verify Other Integrations Check additional integrations such as DocuSign, Payment Gateways, or QuickBooks connections. Use any available test buttons to confirm functionality.

Test Core Functions Perform a quick test of key integration features:

- Make a test call to verify VoIP logging
- Check that EMR data syncs properly
- Verify document signing workflows if applicable

1. Navigate to Settings Log in to your reactivated Dazos instance and click on Settings in the left navigation menu.
2. Access CRM Settings Click on CRM Settings to open the configuration panel.
3. Review VoIP Integration Go to the VoIP Settings section and locate your configured integration (Dialpad, RingCentral, etc.). Click Test Connection to verify the connection is working properly.
4. Refresh EMR Integration Navigate to the Integration dropdown menu and select your EMR system (KIPU, OPUS, etc.). Test the connection and refresh any field mappings or credentials if needed.
5. Verify Other Integrations Check additional integrations such as DocuSign, Payment Gateways, or QuickBooks connections. Use any available test buttons to confirm functionality.
6. Test Core Functions Perform a quick test of key integration features:
 - Make a test call to verify VoIP logging
 - Check that EMR data syncs properly
 - Verify document signing workflows if applicable

While server and database settings remain intact during archival, integration connections may need to be refreshed to ensure proper communication between systems. This "turning it off and on again" approach helps prevent potential issues with data syncing or communication failures.

Even though the underlying configuration data is preserved, refreshing integrations after reactivation helps ensure all external connections are properly established and functioning as expected.

If any integration fails to connect after refreshing:

Verify that credentials haven't expired or changed

Check that the external service (VoIP provider, EMR system) is operational

Contact support if connections continue to fail after credential verification

- Verify that credentials haven't expired or changed
- Check that the external service (VoIP provider, EMR system) is operational
- Contact support if connections continue to fail after credential verification

<a href="https://help.dazoshealth.com/en/articles/15292115-refreshing-integrations-when-reactivating-archived-instances#">How to Configure Dialpad Integration in Dazos (CRM)</a>

<a href="https://help.dazoshealth.com/en/articles/15292115-refreshing-integrations-when-reactivating-archived-instances#">KIPU EMR Integration with Dazos CRM (Bidirectional)</a>

<a href="https://help.dazoshealth.com/en/articles/15292115-refreshing-integrations-when-reactivating-archived-instances#">DocuSign Integration Part 2 - How to Set Up DocuSign Integration(CRM)</a>

- <a href="https://help.dazoshealth.com/en/articles/15292115-refreshing-integrations-when-reactivating-archived-instances#">How to Configure Dialpad Integration in Dazos (CRM)</a>
- <a href="https://help.dazoshealth.com/en/articles/15292115-refreshing-integrations-when-reactivating-archived-instances#">KIPU EMR Integration with Dazos CRM (Bidirectional)</a>
- <a href="https://help.dazoshealth.com/en/articles/15292115-refreshing-integrations-when-reactivating-archived-instances#">DocuSign Integration Part 2 - How to Set Up DocuSign Integration(CRM)</a>

When reactivating an archived Dazos instance, it's recommended to refresh all integrations including VoIP and EMR connections to ensure everything functions properly.

Refreshing Integrations When Reactivating Archived Instances (CRM)

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Refreshing Integrations When Reactivating Archived Instances (CRM)

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