Gensolve Integration

Integrating Gensolve with VALD Hub will allow you to directly access a VALD profile from within your Gensolve practice management system. Once the integration has been set up, client profiles in Gensolve can be manually synced with your VALD Hub account.

How the integration works

When creating and editing client profiles in Gensolve, the details can be synced across to VALD Hub. This integration includes a one-way sync (Gensolve → VALD Hub) of client data. Once this has been set up, it is recommended to only create and update client profile details in Gensolve to avoid data being overwritten.

Set up the integration

1. Log into your VALD Hub account and navigate to Management > Organisation.
2. Highlight and copy your Organisation ID to include in an email to VALD support.

3. Email support@vald.com (copying in support@gensolve.com) requesting that our support team allow Gensolve access to your VALD data. This email should include:
   
   1. your organisation name, and
   2. your VALD Organisation ID.

You must ensure that you have relevant permissions for third-party integration on your Gensolve account.

Once you receive confirmation from VALD and Gensolve Support that the integration is successful, you can then enable this in your Gensolve account.

4. In your Gensolve software, navigate to Administration > Vendors and use the pencil icon to edit your vendor account.
5. Go to the Third Party Integration tab, then enter your VALD Organisation ID.

6. Click Save to exit the Vendor Settings window.

If your integration was successful, you will now see a icon in the Edit Client window of your Gensolve software.

Click on the VALD icon to open the client's profile in VALD Hub.

If the client already exists in VALD Hub, clicking the VALD icon in Gensolve will open their existing profile in VALD Hub. If the client does not already exist in VALD Hub, clicking the VALD icon will create a new profile in VALD Hub.