Setting up the Shepherd Integration

Setting up the Shepherd integration allows CoVet to import and export essential information from both platforms. Once the integration is enabled, your team can document visits in CoVet and keep patient records aligned with Shepherd.

There are multiple articles that will help you with different aspects of the Shepherd Integration

Use these links to jump between these articles quickly.

• Setting up the Shepherd Integration
• How to Import Cases Using the Shepherd Integration
• How to Export Documents Using the Shepherd Integration 
• Mapping Templates for the Shepherd Integration

1. Navigate to Integrations

Click on your name in the lefthand navigation bar to open your Profile page. 

Once there, select Integrations/Connections under Tools.

2. Select the Shepherd integration

Locate Shepherd and click Connect.

3. Review integration details

You’ll see an overview of what the Shepherd integration supports, including:

• Appointment imports
• Document exports

Review these details before continuing.

4. Enter your Shepherd Clinic ID

Shepherd integrations are enabled at the clinic level.

To complete setup, you’ll need your Clinic ID, which can be found in Shepherd under:

Admin → Clinic Settings → General Information → Clinic ID

Enter this Clinic ID in CoVet to proceed.

CoVet will validate the Clinic ID by pinging the Shepherd API. If the Clinic ID is invalid, you’ll see an error message with access to support.

The Shepherd integration is free to use and does not require a paid add-on or Shepherd-side approval.

5. Enable CoVet inside Shepherd

Once your Clinic ID is confirmed, you'll be asked to confirm:

• Team info
• Import and export settings

After activation is confirmed, you’ll see a success message in CoVet. If the connection fails after setup, you’ll need to go back and re-activate the integration. Credentials are not saved on failure.