Linking Staff
Now that your integration is active, you can begin linking your staff, learners, and appointments! This article will discuss how to link automatically and manually.
How to link automatically
Go to Aloha ABA
Click on the cog in the left-hand toolbar
Select "Clinical Integrations"
Select "Motivity"
This will take you to a Sync Management window with three tabs: "Staff", "Clients", and "Appointments"
Select "Staff"
You can check the box next to staff names individually or click the "Status" box to select all
You can also deselect a box next to someone's name after selecting all
Click the "Sync" button found on the right-hand side
If a staff member's profile in both Aloha and Motivity has three matching pieces of identifying information (ex: first name, last name, phone number), the link should occur automatically.
Now check Motivity's side:
Click "Orgs" ->"Settings" ->"Integration ->"Aloha"
Select "Members"
You can see who is and isn’t linked yet
Click on "Not Linked"
This will give you a list of all staff who were not automatically linked.
This list will include your Motivity CSC. You do not need to link them to Aloha.
We will now manually link those on the "Not Linked" list that need to be connected across both systems.
How to link manually
There are three ways you can manually link profiles.
1. Use the profile button in Motivity
Click on "Integrations"
Select "Members"
Select "Not Linked"
Click on the member's name
They may have a button with their first and last name displayed
This indicates that Motivity has located the matching profile in Aloha
Click the name button
The member is now linked
2. Use manual matching in Aloha
Click “Match”
Search for the names of those who did not sync automatically
Click on "Add Staff"
Begin to type in their name
If they have a matching profile in Motivity, their name will pop up in a drop-down
Select their name
Once you have done this for all relevant non-linked staff, click “save”
They are now linked in Motivity
3. Use the "Add to Aloha" feature
Locate the individual who has not linked
If there is not a matching profile in Aloha but a profile in Motivity, you can select "Add Staff in Aloha"
Be sure to verify that they do not actually have a profile in Aloha first
If you don't, you might create a duplicate profile
After you select "Add Staff in Aloha", an Aloha profile is created and the profiles are linked
Last update: 9/14/23