{"Status":true,"Message":"","Response":{"post":{"postuid":"sbehg2k7qs","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Arfinn Integration","slug":"article/sbehg2k7qs-arfinn-integration","html":"\u003Cp\u003E\u003Ca href=\u0022https://arfinnmed.com/\u0022\u003EArfinn\u0026#160;\u003C/a\u003Eis a medical clinic workflow automation platform for EMR, telehealth, and practice management.\u003C/p\u003E\u003Ch3\u003EHow to integrate Arfinn and DailyStory\u003C/h3\u003E\u003Cp\u003EArfinn integration with DailyStory requires several steps.\u003C/p\u003E\u003Col\u003E\u003Cli\u003EObtain an Arfinn API key\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EFirst, you\u0026#39;ll need to contact Arfinn and request an API Key. This is required to set up the integration with DailyStory.\u003C/p\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003EEnable integration in DailyStory\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003ENavigate to Account Settings \u0026gt; Integrations and select Arfinn. Enter the API Key obtained in Step 1 and click the \u0026#34;Save\u0026#34; button.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/2fe9fc018698e4504f512dac3a10ae2a.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003ECongratulations. Arfinn integration is now successfully configured! Data will begin importing into DailyStory from Arfinn.\u003C/p\u003E\u003Ch3\u003EArfinn Sync\u003C/h3\u003E\u003Cp\u003EOnce Arfinn integration is enabled, DailyStory:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Ci\u003E\u003Cb\u003EAutomatically syncs customer data from Arfinn:\u003C/b\u003E\u003C/i\u003E DailyStory automatically begins syncing your customer data from Arfinn into DailyStory. This includes standard customer details, such as first and last name, email address, mobile number and more. But also includes Arfinn-specific data, such as customer id and license expiration date.\u003C/li\u003E\u003Cli\u003E\u003Ci\u003E\u003Cb\u003EEnables Arfinn-specific customer segments:\u003C/b\u003E\u003C/i\u003E Use customer data from Arfinn to build \u003Ca href=\u0022https://docs.dailystory.com/article/v1v5lti4gf-segments\u0022\u003Esegments\u003C/a\u003E. These segments will automatically stay up-to-date as data in Arfinn changes.\u003C/li\u003E\u003Cli\u003E\u003Ci\u003E\u003Cb\u003EEnables Arfinn-specific automations:\u003C/b\u003E\u003C/i\u003E\u0026#160;\u003Ca href=\u0022https://docs.dailystory.com/article/xrhcd8830x-daily-story-autopilot-guide\u0022\u003EAutomations\u003C/a\u003E, such as new customer welcome, customer retention, customer recognition and more, are easily enabled.\u003C/li\u003E\u003C/ul\u003E\u003Ch3\u003EFields synced from Arfinn\u003C/h3\u003E\u003Cp\u003EWhen Arfinn integration is enabled, DailyStory automatically syncs data from Arfinn.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EArfinn sync is one-directional from Arfinn to DailyStory. Data from Arfinn will always be considered the \u0026#34;source of truth.\u0026#34;\u003C/p\u003E\u003C/cite\u003E\u003Ch4\u003EStandard fields\u003C/h4\u003E\u003Cp\u003EDailyStory will sync the following standard fields from Arfinn:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003Efirst name\u003C/li\u003E\u003Cli\u003Elast name\u003C/li\u003E\u003Cli\u003Eemail\u003C/li\u003E\u003Cli\u003Emobile number\u003C/li\u003E\u003Cli\u003Eaddress\u003C/li\u003E\u003Cli\u003Ecity\u003C/li\u003E\u003Cli\u003Estate\u003C/li\u003E\u003Cli\u003Epostal code\u003C/li\u003E\u003Cli\u003Ebirthdate\u003C/li\u003E\u003Cli\u003EDailyStory also will automatically geocode (calculate the latitude and longitude) of the contact record.\u003C/li\u003E\u003C/ul\u003E\u003Ch4\u003EArfinn specific fields\u003C/h4\u003E\u003Cp\u003EIn addition to standard fields, the following Arfinn-specific fields are synced. These fields are used for personalizing content, running automations or building segments.\u003C/p\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EField\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003E\u003Cb\u003EDescription\u003C/b\u003E\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EId\u003C/td\u003E\u003Ctd\u003EThe unique identifier of the patient in Arfinn. Accessible in personalization as \u003Ccode\u003Eprofile.arfinn_patient_id\u003C/code\u003E.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EDate Created\u003C/td\u003E\u003Ctd\u003EThe date the patient was created. Accessible in personalization as \u003Ccode\u003Eprofile.arfinn_patient_date_created\u003C/code\u003E.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"featured_image_url":"https://cdn-us-1.azureedge.net/content-pages/images/integrations/icons/arfinn_on.png?v=2","featured_image_updating":false,"meta_description":"Arfinn\u0026#160; is a medical clinic workflow automation platform for EMR, telehealth, and practice management. How to integrate Arfinn and DailyStory Arfinn integration with DailyStory requires several steps. Obtain an Arfinn API key First, you\u0026#39;ll need to contact Arfinn and request an API Key. This is required to set up the integration with DailyStory. Enable integration in DailyStory Navigate to Account Settings \u0026gt; Integrations and select Arfinn. Enter the API Key obtained in Step 1 and  ...","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":1,"total_views":848,"date_published":"2023-08-14T20:19:43","date_updated":"2025-10-20T16:00:42.13","date_created":"2025-04-24T15:03:09.68"}}}