Integrate Katina With Your coreplus Account

  1. Navigate to the account section within Katina
  2. Locate the coreplus button and click on 'Manage'
  3. Select 'YES' to enable coreplus integration. You will be directed to enter an access token.
  4. To locate the access token please navigate to your coreplus account.
  5. On the navigation panel in coreplus go to setup>addons
  6. Select Katina Online
  7. Accept 'Terms and Conditions' and click 'I agree'
  8. Copy and paste the coreplus app access token into the designated field in Katina
  9. Transfer client files from Katina directly to coreplus:
  10. Locate the client you wish to transfer to coreplus
  11. Click on 'View' on the right hand side
  12. Select the 'Send coreplus' button located on the top left of the screen. 
  13. Then click 'export'
  14. Return to your coreplus account and navigate to clients
  15. Locate the requiered client and their profile will be set up automatically.