How to Integrate Documents Between NikoHealth and Salesforce

Healthcare organizations manage a wide range of patient documents, from prescriptions and medical orders to other important records. Keeping these files updated across NikoHealth with Salesforce can be difficult when documents are uploaded and managed manually. 

A reliable Salesforce document management process helps ensure patient files stay organized and accessible in one place.

In this guide, we will provide the complete steps on how to configure NikoHealth Salesforce integration to synchronize historical and real-time patient documents, automatically attach files to the correct patient records, and upload Salesforce documents back to NikoHealth for seamless document management.

Required Integrations

Before configuring Document synchronization, ensure the following integrations are already completed:

• NikoHealth Authorization
• Patient Synchronization

Since documents are linked to Patients, patient records must already exist in Salesforce.

Step 1: Open MultiSync Made Easy

• Navigate to App Launcher → MultiSync Made Easy.
• Click Active Integrations.
• Locate the NikoHealth integration from the list.

Step 2: Create a New Document Synchronization

• Click + New Data Sync.
• The Document Synchronization wizard will open.

Step 3: Configure Object Mapping

• Select NikoHealth Object → NikoHealth Documents Get.
• Select Salesforce Object → Account (Notes & Attachments).
• Click Proceed.

Step 4: Configure Field Mapping

• Map the document information returned by NikoHealth to the corresponding Salesforce fields.

Example:

Step 5: Preview and Validate Mapping

• Click Preview Mapped Data.
• Review the sample document data retrieved from NikoHealth.
• Validate the field mapping to ensure the Salesforce NikoHealth integration is configured correctly.
• Save the configuration.

Step 6: Import Existing Documents

• Navigate to Sync Records.
• Select Sync Data or Schedule Data Sync.
• Import all historical patient documents from NikoHealth into Salesforce.

How Document Synchronization Works

Documents need an additional step because the integration must fetch the actual file along with its details before attaching it to Salesforce.

When a document webhook is received, MultiSync Made Easy retrieves the document, converts it into a Salesforce File, and attaches it to the correct Patient record.

Step 1

Retrieve the document list for the patient.

GET /v1/patients/{patientId}/documents

Step 2

Extract the required document details:

• PatientDocumentId
• FileName

Step 3

Download the actual document file.

GET /v1/patients/documents/{documentId}

Step 4

Convert the downloaded response into a Salesforce File.

Step 5

Create: Content Version

Step 6

Create: Content Document Link

Step 7

Attach the file to the correct Patient record in Salesforce.

Patient Relationship Mapping

Documents are always linked with the correct Patient record. MultiSync Made Easy automatically maps the document relationship during synchronization.

The integration:

1. Reads the Niko Patient ID.
2. Finds the matching Salesforce Patient record.
3. Downloads the document.
4. Attaches the file to the correct Patient record.

Result: Patient → Related Files

Step 7: Verify Document Synchronization

• Open a Patient record in Salesforce.
• Navigate to Related → Files.
• Verify the synchronized document details, including:
  • File Name
  • Upload Date
  • Document Type

Real-Time Document Synchronization

After importing existing documents, enable real-time synchronization to automatically update new and modified documents from NikoHealth.

Step 8: Open Real-Time Settings

• Navigate to RealTime Settings.
• Locate NikoHealth Documents.

Step 9: Configure Document Events

• Enable the following events:
  • Document Created
  • Document Updated

These events automatically trigger synchronization whenever a document is added or updated in NikoHealth.

Step 10: Enable Real-Time Sync

• Click Enable Real-Time Sync.
• Documents will now automatically synchronize from NikoHealth to Salesforce whenever changes occur.

Salesforce to NikoHealth Document Synchronization

MultiSync Made Easy also supports uploading Salesforce Files back to NikoHealth, allowing documents to stay synchronized between both platforms.

Step 11: Configure Salesforce File Automation

Configure a Salesforce Flow on:

• ContentVersion
• Document Object

Whenever a new document is uploaded:

• The file is identified.
• The related Patient record is determined.
• The file is prepared for upload to NikoHealth.

Step 12: Upload File to NikoHealth

• The Flow invokes an Apex Action.
• The integration sends the following details to NikoHealth:
  • File Binary
  • Document Type
  • Patient ID

Using: POST /v1/patients/{patientId}/documents

Step 13: Store the NikoHealth Document ID

• After a successful upload, NikoHealth returns the document ID:

{

 “PatientDocumentId”:”PD123456″

}

• The returned Document ID is stored in Salesforce.

Example Field:

Niko_Document_Id__c

• This helps prevent duplicate document creation during future synchronization. 

Result

After completing this configuration:

• Historical documents can be imported.
• Files are automatically attached to Patient records.
• Real-time document synchronization is enabled.
• Salesforce files can be uploaded back to NikoHealth.
• NikoHealth documents automatically appear in Salesforce.
• Duplicate document creation is prevented.
• Patient relationships are maintained.

Conclusion

With this setup, healthcare organizations can successfully synchronize patient documents between NikoHealth and Salesforce, keeping files connected to the right Salesforce account and easily accessible when needed. Automated document management, historical imports, and real-time sync help maintain accurate patient records with less manual effort.

For reliable healthcare integrations, HIC Global Solutions, a trusted Salesforce partner, provides complete Salesforce services and Salesforce integration services to connect NikoHealth with Salesforce and streamline business workflows.

Healthcare organizations manage a wide range of patient documents, from prescriptions and medical orders to other important records. Keeping these files updated across NikoHealth with Salesforce can be difficult when documents are uploaded and managed manually. 

A reliable Salesforce document management process helps ensure patient files stay organized and accessible in one place.

In this guide, we will provide the complete steps on how to configure NikoHealth Salesforce integration to synchronize historical and real-time patient documents, automatically attach files to the correct patient records, and upload Salesforce documents back to NikoHealth for seamless document management.

Required Integrations

Before configuring Document synchronization, ensure the following integrations are already completed:

• NikoHealth Authorization
• Patient Synchronization

Since documents are linked to Patients, patient records must already exist in Salesforce.

Step 1: Open MultiSync Made Easy

• Navigate to App Launcher → MultiSync Made Easy.
• Click Active Integrations.
• Locate the NikoHealth integration from the list.

Step 2: Create a New Document Synchronization

• Click + New Data Sync.
• The Document Synchronization wizard will open.

Step 3: Configure Object Mapping

• Select NikoHealth Object → NikoHealth Documents Get.
• Select Salesforce Object → Account (Notes & Attachments).
• Click Proceed.

Step 4: Configure Field Mapping

• Map the document information returned by NikoHealth to the corresponding Salesforce fields.

Example:

Step 5: Preview and Validate Mapping

• Click Preview Mapped Data.
• Review the sample document data retrieved from NikoHealth.
• Validate the field mapping to ensure the Salesforce NikoHealth integration is configured correctly.
• Save the configuration.

Step 6: Import Existing Documents

• Navigate to Sync Records.
• Select Sync Data or Schedule Data Sync.
• Import all historical patient documents from NikoHealth into Salesforce.

How Document Synchronization Works

Documents need an additional step because the integration must fetch the actual file along with its details before attaching it to Salesforce.

When a document webhook is received, MultiSync Made Easy retrieves the document, converts it into a Salesforce File, and attaches it to the correct Patient record.

Step 1

Retrieve the document list for the patient.

GET /v1/patients/{patientId}/documents

Step 2

Extract the required document details:

• PatientDocumentId
• FileName

Step 3

Download the actual document file.

GET /v1/patients/documents/{documentId}

Step 4

Convert the downloaded response into a Salesforce File.

Step 5

Create: Content Version

Step 6

Create: Content Document Link

Step 7

Attach the file to the correct Patient record in Salesforce.

Patient Relationship Mapping

Documents are always linked with the correct Patient record. MultiSync Made Easy automatically maps the document relationship during synchronization.

The integration:

1. Reads the Niko Patient ID.
2. Finds the matching Salesforce Patient record.
3. Downloads the document.
4. Attaches the file to the correct Patient record.

Result: Patient → Related Files

Step 7: Verify Document Synchronization

• Open a Patient record in Salesforce.
• Navigate to Related → Files.
• Verify the synchronized document details, including:
  • File Name
  • Upload Date
  • Document Type

Real-Time Document Synchronization

After importing existing documents, enable real-time synchronization to automatically update new and modified documents from NikoHealth.

Step 8: Open Real-Time Settings

• Navigate to RealTime Settings.
• Locate NikoHealth Documents.

Step 9: Configure Document Events

• Enable the following events:
  • Document Created
  • Document Updated

These events automatically trigger synchronization whenever a document is added or updated in NikoHealth.

Step 10: Enable Real-Time Sync

• Click Enable Real-Time Sync.
• Documents will now automatically synchronize from NikoHealth to Salesforce whenever changes occur.

Salesforce to NikoHealth Document Synchronization

MultiSync Made Easy also supports uploading Salesforce Files back to NikoHealth, allowing documents to stay synchronized between both platforms.

Step 11: Configure Salesforce File Automation

Configure a Salesforce Flow on:

• ContentVersion
• Document Object

Whenever a new document is uploaded:

• The file is identified.
• The related Patient record is determined.
• The file is prepared for upload to NikoHealth.

Step 12: Upload File to NikoHealth

• The Flow invokes an Apex Action.
• The integration sends the following details to NikoHealth:
  • File Binary
  • Document Type
  • Patient ID

Using: POST /v1/patients/{patientId}/documents

Step 13: Store the NikoHealth Document ID

• After a successful upload, NikoHealth returns the document ID:

{

 “PatientDocumentId”:”PD123456″

}

• The returned Document ID is stored in Salesforce.

Example Field:

Niko_Document_Id__c

• This helps prevent duplicate document creation during future synchronization. 

Result

After completing this configuration:

• Historical documents can be imported.
• Files are automatically attached to Patient records.
• Real-time document synchronization is enabled.
• Salesforce files can be uploaded back to NikoHealth.
• NikoHealth documents automatically appear in Salesforce.
• Duplicate document creation is prevented.
• Patient relationships are maintained.

Conclusion

With this setup, healthcare organizations can successfully synchronize patient documents between NikoHealth and Salesforce, keeping files connected to the right Salesforce account and easily accessible when needed. Automated document management, historical imports, and real-time sync help maintain accurate patient records with less manual effort.

For reliable healthcare integrations, HIC Global Solutions, a trusted Salesforce partner, provides complete Salesforce services and Salesforce integration services to connect NikoHealth with Salesforce and streamline business workflows.