CentralReach accounts, set up with the rest of onboarding.
Neo creates and deactivates staff accounts in your customers' CentralReach practices.
What Neo does with CentralReach.
Employee accounts
Neo finds, creates, updates and deactivates staff.
Labels and fields
Neo sets a new hire's contact labels and custom fields.
Tasks
Neo assigns CentralReach tasks to the new hire and their team.
Concrete work Neo handles in CentralReach.
New hire onboarding
Neo adds the CentralReach account after the M365 user.
Offboarding
Neo deactivates the employee and sets the termination date.
"Are they set up?"
Neo checks the employee's account, labels and status.
Set it up with Neo.
Connect CentralReach
Enter the credentials the CentralReach card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the CentralReach card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the CentralReach access the job needs, and builds the agent with you.
Questions about the CentralReach integration.
What does Neo need to connect to CentralReach?+
The credentials the CentralReach card on Neo's Integrations page asks for, from your CentralReach account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect CentralReach, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.