Integrating Otto Flow with Shepherd

To get connected with your practice, please follow the steps below:

Configure Integration in Shepherd

1. Go into the Shepherd 'Admin' menu and navigate to the 'Integrations' section.

2. On the top section, select 'Data Connections' and then find 'Vetsource Data Integration'. 

3. Open the 'Vetsource Data Integration' page and toggle ON the integration.

4. Go back into the Shepherd 'Admin' menu and navigate to the 'Client Settings' section. Copy your clinic id.

5. Email the following information to Vetsource: datasupport@vetsource.com.

• Clinic ID
• Practice name
• Practice address
• Practice phone number
• Contact name
• Contact phone
• Contact email

6. Vetsource will complete the Shepherd connection for your practice and communicate any other onboarding steps to you.