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      How to set up the Patch-Smartwaiver Integration

      This article will walk you through setting up the Patch-Smartwaiver Integration.

      Step 1. Start by logging into Smartwaiver.

      Step 2. Follow the steps in this article to create a new API Key: https://support.smartwaiver.com/hc/en-us/articles/360056594392-How-do-I-find-my-API-key-in-the-new-Waiver-Console

      Step 3. After copying the newly created API Key within Smartwaiver, please paste the API Key and send it via email to the Patch Customer Success team at success@patchretention.com.

      Step 4. In the email, please include the date of your first Smartwaiver signed date, as this will be used to sync the historical data.

       

      Customer Support

      If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.