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Kareo Help Center

Generate Customer Key

Updated: 10/05/2020
Views: 5920

As an added security measure, the Kareo Add-In for Microsoft Excel and the Kareo SOAP API require the use of a customer key (in addition to Kareo login credentials) to access your data. System Administrators can generate the Kareo Customer Key which is an account-specific identifier and the same for all users on the account. The customer key never changes or expires. 

Get Customer Key

  1. Click Help > Get Customer Key. The Get Customer Key page opens in a browser.
Desktop_Help_GetCustomerKey.png
  1. Click Create my customer key. The customer key generates and displays next to Your key.
    Note: The customer key may already display if a System Administrator has previously completed this step.

Once the customer key is generated, users can access the key again by going to Get Customer Key.

Desktop_GetCustomerKey_Create.png

 

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