Integrations overview

Extend Curia into the other systems you use every day by connecting integrations.

What are integrations?

Integrations extend Curia into the other systems you use every day, helping you work more efficiently. For example, connecting your practice management software automatically imports and syncs your contacts, so you don't need to maintain records in two places.

Viewing available integrations

You can view all available integrations from the page Settings > Integrations. Each integration card shows its name, description, and connection status.

The Integrations page showing the grid of available integration cards, with the triConvey card visible showing its logo, description, and Connect button

Connecting an integration

Click Connect on any available integration card to begin the setup process. Each integration has its own connection steps - see the relevant integration article for details.

Once connected, the card updates to show a Manage button. Click Manage to view connection details, refresh data, or disconnect.

Permissions

The Integrations page is part of Settings and is only accessible to users with the Admin role.

FAQ

Can I connect multiple integrations at once?

Currently, one practice management integration can be connected per account.

Can I disconnect an integration?

Yes. Admin users can disconnect an integration from its management page. Disconnecting stops automatic syncing but preserves all previously imported data. See the specific integration article for details.