3D version 12 Integration

This article covers integration with 3D Version 12

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Version 12 of the 3D report writing software no longer requires that one download and use the Remote Manager!

Open up your 3D, navigate to Maintain --> Office Management Preferences --> Integrations, and select ISN from the Online Schedule System dropdown box, then click on Online Scheduler Settings.

Enter your Company Key in the first box (information on figuring out your Company Key here)

Then, enter the username and password that you use to login to the ISN. Under Match Contacts, select the appropriate option under each drop down menu. (Select Client under the Client; drop down box, etc.)

For information on Match to Custom Fields; please contact 3D!

Did this answer your question?