Open Dental Connector

1. Feature Overview

Open Dental is a comprehensive dental practice management software. LeadSquared’s no-code Open Dental connectors syncs leads and activities (appointments) between your Open Dental and LeadSquared accounts.

2. Prerequisites

• You must be the Administrator of your LeadSquared account to install and configure this connector.
• This is a paid connector. To enable it, reach out to your account manager, or write to support@leadsquared.com.

3. How it Works

This is a simple, out-of-the-box connector that doesn’t require an elaborate setup process. Once the connector access is enabled on your account, install the connector. Then, configure the connector with the relevant Open Dental details, and ensure the field mappings are accurate.

For the OpenDental Create Patient and OpenDental Create Appointment connectors, a webhook URL is generated. Use this URL to set up a webhook in your LeadSquared account to push lead data to your Open Dental account.

This completes the connector set-up and leads/patients will be synced between Open Dental and LeadSquared.

4. Install the OpenDental Connector(s)

1. Navigate to Apps>Apps Marketplace.
2. Search for OpenDental Lead Sync, and click Install.
   • Alternatively, you can find the connector on the left panel, under Lead Capture.
3. Once installed, hover your cursor over , and click Configure. On the Configure Open Dental screen, you can ignore the Connector Access tab, and directly click Save Details. This completes the connector set-up process.

5. Admin Configuration – Open Dental Create Patient and Create Appointment

Depending on the connector you’re configuring, navigate to Apps>OpenDental Create Patient or Apps>OpenDental Create Appointment. The steps used to configure both connectors are mostly common, unless specified otherwise.

5.1 Basic Settings

Enter the following details –

Note: The details required for the Open Dental Create Patient and Open Dental Create Appointments connectors are the same.

Property	Description
DeveloperKey	Your Open Dental account’s developer key, customer key and API URL. To know more, refer to Open Dental API set-up.
CustomerKey
HostURL
LSQAPIURL	Enter your LeadSquared account’s Host URL, Access Key and Secret Key. To obtain these, refer to Where can I find my LeadSquared API Host URL, Access Key and Secret Key?
x-LSQ-AccessKey
x-LSQ-SecretKey
Lead Source	Enter the lead source through which the leads were captured (e.g., Open Dental, email campaign, etc.).
Default Country Code	If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone	The time zone that’s followed in your Open Dental account.
Lead Capture Search By Criteria	The identifier used to push leads to your Open Dental account.
Lead Capture Secondary Search By Criteria	If lead identification and transfer through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure	If there is an error identifying and pushing leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account. To know more about the type of errors, please refer to Error Notifications.
Enable Notification	Enable the  checkbox to ensure notification emails are sent to the selected user when there’s a failed query.

Once you’re done entering all the details, click Save & Next.

5.2 Entity Options

Define the sync behaviour of the connector when activities and leads are transferred to your Open Dental account.

Lead/Contact Entity

Based on the Lead Capture Search By criteria (email Id, phone number, etc.), LeadSquared identifies and pushes leads to your Open Dental account. Lead capture is enabled by default, and it cannot be disabled.  The following options are available to configure the connector’s Sync Behaviour –

• Capture (Create and Update existing) Record – Patients (leads) not existing in your Open Dental account will be created. Patients that currently exist in your Open Dental account will get updated.
• Create only new record –Patients (leads) not existing in your Open Dental account will be created.
• Update only existing record – Patients (leads) that currently exist in your Open Dental account will get updated.
• Do nothing – Leads do not get created or updated in your Open Dental account.

Actions

Configure the actions performed when the connector is configured.

• Createpatient – When enabled, patient details are transferred to your Open Dental account.
• updatePatNum – This should be enabled to update the patient number in the relevant LeadSquared lead field.

• createappointment – When enabled, the activities from your LeadSquared account is captured as an appointment in your Open Dental account.

Mapping

When you click Edit Mapping, on the Mapping pop-up, the Open Dental system fields mapped to the corresponding LeadSquared lead/activity fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

• To provide a default value for any field, click  , enter the value under Default Value, and click .
• To disable lead data transfer for any field, disable the  slider.
• You can also mark and update a unique lead field as the search key from this screen, by clicking .
• To transfer lead data to a custom Open Dental field –
  1. Click the Add Custom button, and create a new field.
  2. Then, must map it to a relevant LeadSquared lead field.
  3. Once the field is mapped, click .
     • To delete a custom field, click .

Once you’re done, click Save & Next.

5.4 Create a Webhook

Once the URL is generated, use it to create a webhook in your LeadSquared account. To do this –

1. Copy the webhook URL.
2. Navigate to  My Account>Settings>API and Webhooks>Webhooks.
3. Click Create, and enter the following details –
   • Type – Select Webhook.
   • Event – Depending on the use case you’re looking to solve, select Lead Creation or Lead Update.
     • Notify on Failure – Select if you want to be notified if the webhook fails.
   • Webhook URL – Select the method as https://, and paste the connector’s webhook URL that was generated in the previous step. Before you paste the URL, ensure you remove “https://” from the URL.
   • Content Type – Select application/json.
   • Execution Delays – If required, set a delay (in seconds) between the time the event occurs and the data is pushed to your Open Dental account.
   • Custom Headers – You can skip this step.
   • Description – If required, enter a description for the webhook.
4. Once you’re done, click Save. The webhook will now push lead data from your LeadSquared account to your Open Dental account.

6. Admin Configuration – Open Dental Lead Sync

To capture lead data from your Open Dental account to your LeadSquared account, navigate to Apps>OpenDental Lead Sync.

6.1 Basic Details

Property	Description
DeveloperKey	Your Open Dental account’s developer key and customer key. To know more, refer to Open Dental API set-up.
CustomerKey
Lead Source	Enter the lead source through which the leads were captured (e.g., Open Dental, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code	If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone	The time zone that’s followed in your Open Dental account.
Lead Capture Search By Criteria	This is used to identify existing leads captured using Open Dental. This is also used to avoid creating duplicate leads. You must select one unique lead field (e.g., email Id, mobile number, etc.) as the search key. This will be used to identify the leads pushed from Open Dental.
Lead Capture Secondary Search By Criteria	If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure	If there is an error identifying and capturing leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account. To know more about the type of errors, please refer to Error Notifications.
Enable Notification	Enable the  checkbox to ensure notification emails are sent to the selected user when there’s a failed query.
Sync Frequency	By default, we’ve selected a 15-minute frequency to push lead data to Open Dental. You can use the ‘Hours’ and ‘Minutes’ dropdowns to select a custom interval, based on which lead data will be pushed.

6.2 Entity Options

Define the sync behaviour of the connector when leads (patients) are from your Open Dental account are captured in your LeadSquared account.

Lead/Contact Entity

Based on the Lead Capture Search By criteria (email Id, phone number, etc.), LeadSquared captures data from your Open Dental account. Lead capture is enabled by default, and it cannot be disabled.  The following options are available to configure the connector’s Sync Behaviour –

• Capture (Create and Update existing) Record – Leads not existing in your LeadSquared account will be created. Leads that currently exist in your LeadSquared and Open Dental accounts will get updated.
• Create only new record – Leads that do not exist in your LeadSquared account will be created.
• Update only existing record – Leads that currently exist in your LeadSquared account will get updated.

Once you’re done, click Save. Then, click More Actions, and enable the connector sync. This will begin transferring lead data to your LeadSquared account.

7. Create Leads

If you’ve installed the OpenDental Create Patient connector, the leads you create in LeadSquared are created as patients in your Open Dental account. To know how to create leads, refer to How to Create Leads.

8. View Leads

If you’ve installed the OpenDental Lead Sync connector, to view the leads captured in your LeadSquared account –

1. Navigate to Leads>Manage Leads.
2. Click on a lead that’s been captured/updated from your Open Dental account.
3. On the Lead Details page, you can view the lead’s information.

9. Post an Activity

If you’ve installed the OpenDental Create Appointment connector, you can sync the appointment activity from LeadSquared to your Open Dental account. To do this, you must post a Docs Appointment activity on the lead. To know how to add an activity, refer to Add Activities.

Any Questions?

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