Integration guide
Connecting Cliniko to ClinicExec
To get started with ClinicExec, you need to generate an API key inside your Cliniko account and share it with us. Follow the steps below exactly. You will need to be logged in as an administrator.
1
Go to My Info in Cliniko
Log into your Cliniko account. In the bottom-left corner of the sidebar, click My Info.
↑ Click "My Info" in the bottom left of the sidebar
2
Enable API key access
Scroll down to the API keys section. Make sure "Allow yourself to create and use API keys" is toggled to Yes.
↑ The toggle must be set to "Yes" before you can continue
3
Click Update user and verify your identity
Scroll to the bottom of the page and click Update user to save the change.
Cliniko will ask you to verify your identity. Enter your Cliniko password and click Update user.
↑ Enter your Cliniko password to confirm the change
4
Click Manage API keys
Once the page refreshes, scroll back to the API keys section and click Manage API keys.
↑ Click "Manage API keys"
5
Add a new API key
On the API keys page, click + Add an API key in the top right corner.
↑ Click "+ Add an API key"
6
Name it "ClinicExec" and create it
In the Name field, type ClinicExec so you can identify it later. Then click Create API key.
↑ Type "ClinicExec" in the name field, then click Create API key
7
Copy your API key immediately
⚠️ This key is only shown once. Copy it before clicking Done. If you miss it, you will need to create a new one.
Your API key will appear as a long string of characters. Copy the whole thing.
↑ Copy the full key before clicking Done
8
Share your API key with ClinicExec
During your onboarding call, paste your API key into ClinicExec. We will handle the rest, mapping your practitioners, treatment types, and billing setup so your first briefing is accurate from day one.
Connect your Cliniko account
Paste your API key below. We use read-only access. We never modify your Cliniko data.
✓
You are live. First briefing arrives Monday at 7am.
Once connected, ClinicExec syncs your Cliniko data and sends your first weekly commercial briefing on the next Monday morning at 7am, covering utilisation, AR rate, revenue per practitioner, and 3 actions for the week.
Clinic connected successfully
Cliniko API syncing. Your first briefing will arrive Monday at 7:00am.
To revoke access at any time, go to Cliniko → My Info → Manage API keys and click Archive next to the ClinicExec key.
