---
title: "Aerona & Boxly Integration Guide"
description: "Aerona & Boxly Integration Guide"
url: https://help.boxly.ai/en/articles/10182776-aerona-and-boxly-integration-guide
collection: "PMS Integrations"
updated: 2026-11-10
language: en
---

# Aerona & Boxly Integration Guide

Aerona & Boxly Integration Guide

This article will walk you through how to connect your [**Aerona**](https://aerona.com/) **PMS to Boxly** so your leads, appointments, and patient details stay perfectly in sync.

## 1\. Connect Aerona & Boxly in Boxly Channels

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✅ Go to **→ Boxly** [**Channels**](https://app.boxly.ai/channels/connect-channel/lead-channel) **→** select **Connect a new channel →** select the **PMS Integrations** tab  
✅ Select **“Aerona”** and click **“Connect”.**

[![](https://staticfiles.gleap.io/ghelparticle/kMYXzLDRPRxsl5CHKUg2Aoq4d1JSxWjNRdQ5HdkvUTJzDvcF6deVM3QUTvWYo3v0oSB5LTmQ2Z8.png)](https://app.boxly.ai/channels/connect-channel/pms-channel)

✅ Enter in your Aerona **details**:  
Login to your Aerona account using username, password, and practice pin. Please make sure you are using the **highest-level admin account.**

-   **Username**: Enter your Aerona username
    
-   **Password**: Enter your Aerona password
    
-   **Practice pin**: Enter your Aerona practice pin
    

![](https://staticfiles.gleap.io/ghelparticle/R3aVxi40FSt4mKETrUhLglLqAuDe46PVbyqjEhjPs87XGnjTIuIi5Z4mvvqKHdzYf6RUvTVSFaq.png)

✅ Once you’ve entered in your details, click to **“Connect Aerona”**.

## 2\. Connection Status & Settings

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✅ After connecting, you’ll see an active channel view for Aerona, including:

-   A **toggle** to turn the connection **on or off -** This helps you manage the integration easily without disconnecting fully.
    

![](https://staticfiles.gleap.io/ghelparticle/gu6YcgEZA3UngGK1dg17CV376IIaUGlcI57IbIVAad8i6NlKGSgpI7yvFQVDjj4re7rnYW8RHar.png)

## 3\. Aerona Appointment Statuses

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✅ Boxly pulls in all appointment statuses from Aerona; such as:

![](https://staticfiles.gleap.io/gattachments/Vf6hZqn9MELhsAWpcwxDobuAc2aAlQO0axGmebPcgi80ftEYzhiTvg4Kx0cT8SvaUctveJ7tUT8.png)

✅ These statuses let’s you know when any lead status changes; based on which stage each status is **linked** too; the lead will automatically move.

> This means the moment Aerona updates an appointment, Boxly knows, and can automatically send messages, update workflows, or notify your team.

## 4\. Practitioner Management & Sync

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✅ Boxly imports your practitioner list from Aerona.

In the **Practitioner tab** you’ll see the list of imported Practitioners Aerona has listed, Boxly list will appear in the drop-down on the right, you can now **link/map the correct Boxly Practitioners to Aerona Practitioners.**

![](https://staticfiles.gleap.io/ghelparticle/cwwTun7803muhFXn1Ag2YoBh9k828R2wVnLPy6aki29QTxbQ8CqerpVW0AXruj24KhAGTsJMfss.png)

**You can:**

-   View all practitioners
    
-   Map Practitioners in Boxly to Aerona Practitioners
    
-   Search for Practitioners
    
-   **Sync Practitioners to keep update to date!**
    

✅ Click the **Sync** button to Sync changes in Aerona to Boxly.  
**Once synced**, Boxly can associate conversations, appointments, or automations with the correct practitioner; giving your team context instantly.

![](https://staticfiles.gleap.io/ghelparticle/yiBFkryYSj7qgNXiQaSAQbfx7cWrO34d9PV3FDcmFJEZJKzG7aMazXpW3eEnxSa1pf9iGEdfOhW.png)

## 5\. Location Sync & Mapping

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✅ If your practice has multiple sites, Aerona pushes those locations into Boxly.

![](https://staticfiles.gleap.io/gattachments/LCRne5QGqwekiSXfrGIgSdfeRVUQikwQKKqgyntygOIVARoVtSc6rp4gSjilHnw42ckiyjHXSuS.png)

✅ In the **Location tab** you’ll see the list of imported Locations Aerona has listed on the left, Boxly’s location list will appear in the drop-down menu on the right, you can **link/map the correct Boxly Locations to Aerona Locations.**

**Inside Boxly you can:**

-   **View** all Aerona locations
    
-   **Assign** each Aerona location to a Boxly location
    
-   **Enable** or **disable** locations for syncing
    
-   **Sync** all Aerona locations
    

> This ensures messages, leads, and appointments are always attached to the correct branch, especially helpful for multi-site practices.

✅ Click the **Sync** button to Sync changes in Aerona to Boxly.  
**Once synced**, any changes made in Aerona to locations and likewise Boxly will sync.

> **Info:** Boxly can associate conversations, appointments, or automations with the correct location; giving your team context instantly.

![](https://staticfiles.gleap.io/gattachments/78zdCCdrMFYAILl8WxjPb0Z2ZxOAR9Qf7dkk2YEyGGXo5cGriOBE2jZN0zZhuIzRqQMN0svT2MD.png)

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Boxly is here to help you work smarter, not harder, let’s keep streamlining your lead management together!

> Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any assistance!