Katina and Coreplus Integration Instructions
Integrate Katina With Your coreplus Account
- Navigate to the account section within Katina
- Locate the coreplus button and click on 'Manage'
- Select 'YES' to enable coreplus integration. You will be directed to enter an access token.
- To locate the access token please navigate to your coreplus account.
- On the navigation panel in coreplus go to setup>addons
- Select Katina Online
- Accept 'Terms and Conditions' and click 'I agree'
- Copy and paste the coreplus app access token into the designated field in Katina
- Transfer client files from Katina directly to coreplus:
- Locate the client you wish to transfer to coreplus
- Click on 'View' on the right hand side
- Select the 'Send coreplus' button located on the top left of the screen.
- Then click 'export'
- Return to your coreplus account and navigate to clients
- Locate the requiered client and their profile will be set up automatically.
