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Aloha Integration Step 2: Link Staff (Motivity Clinical)

This article applies to Motivity Clinical. It explains how to link staff between Motivity Clinical and AlohaABA.

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.

On the Motivity Side:

  • Click "Orgs" ->"Settings" ->"Integration ->"Aloha"

  • Select "Members"

  • You can see who is and isn’t linked yet

The Members list in the Aloha ABA integration settings in Motivity Clinical, showing who is and isn't linked.

  • 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.

The Not Linked list of members in the Aloha ABA integration settings in Motivity Clinical.

How to Link Manually in Motivity

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

Manually linking a member in Motivity Clinical by selecting the name button for the matching AlohaABA profile.

If you are unable to link Motivity then here are some things to try in Aloha that may allow you to link learners:

How to Link Automatically in Aloha

  • Go to Aloha ABA

  • Click on the cog in the left-hand toolbar

  • Select "Clinical Integrations"

  • Select "Motivity"
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The Clinical Integrations option in AlohaABA settings, where Motivity is listed.

This will take you to a Sync Management window with three tabs: "Staff", "Clients", and "Appointments"

The Sync Management window in AlohaABA with the Staff, Clients, and Appointments tabs.

  • 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.
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The Staff tab in AlohaABA's Sync Management window, with staff selected and the Sync button.

How to Link Manually in Aloha

You have two manual linking options in Aloha

1. 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

The Match option in AlohaABA for manually linking a staff member to a Motivity Clinical profile.


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2. 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
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The Add Staff in Aloha option, which creates an AlohaABA profile from a Motivity Clinical member.

Last update: 9/9/26


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