--- title: Optify X CrystalPM Integration Instructions description: Setting up CrystalPM --- [Skip to content](https://support.optifyonline.com/knowledge/crystalpm-optifysync-upgrade-final-step#main-content) English Show submenu for translations [Contact Us](https://support.optifyonline.com/knowledge/kb-tickets/new?hsLang=en) ![Optify Logo-04-Sep-03-2021-12-04-58-92-PM.png\]](https://support.optifyonline.com/hs-fs/hubfs/Trujay%20Migration%20Files/Optify%20Logo-04-Sep-03-2021-12-04-58-92-PM.png?height=40&name=Optify%20Logo-04-Sep-03-2021-12-04-58-92-PM.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.optifyonline.com/knowledge/kb-tickets/new) - Go to optifyonline.com Go to optifyonline.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Support Center](https://support.optifyonline.com/knowledge?hsLang=en) 2. [EHR Connections](https://support.optifyonline.com/knowledge/ehr-connections?hsLang=en) 3. [CrystalPM](https://support.optifyonline.com/knowledge/ehr-connections?hsLang=en#crystalpm) # Optify X CrystalPM Integration Instructions ## Setting up CrystalPM **Now, Let’s Get Started!** A default read-only user should be enabled in your CrystalPM \>\>\> [Creating A Read-Only User](https://support.optifyonline.com/knowledge/how-to?hsLang=en) 1. Copy and Paste this link: **https://updates.optifyops.com/optify-sync/latest/Optify%20Integration%20Setup.exe** into a web browser (Chrome, Microsoft Edge,Safari etc.) and press "Enter" this will initiate the download of the software. *After downloading the installer, right click the file and* **run with administration rights** *and choose* **Yes***. ![](https://support.optifyonline.com/hs-fs/hubfs/image-png.png?width=543&height=208&name=image-png.png) Click* on the **Install** button *and* wait.Right after installing*,* it'll run the**Configure app.** 2. To start the configuration *click* on the Add Site button and from the dropdown *select* CrystalPM ![Setup CrystalPM 1](https://support.optifyonline.com/hs-fs/hubfs/Setup%20CrystalPM%201.png?quality=high&width=422&height=271&name=Setup%20CrystalPM%201.png) The *Use default database configuration* checkbox is checked by default, since it's very uncommon to have a different configuration for Crystal servers. Then, you should *click* on the *Check server connectivity* button to verify if the database can be connected. ![Setup CrystalPM 2](https://support.optifyonline.com/hs-fs/hubfs/Setup%20CrystalPM%202.png?quality=high&width=512&height=311&name=Setup%20CrystalPM%202.png) The connectivity check will try to connect to the database using the provided server address and credentials. If everything is ok, you'll see a successful entry on the log list. If not, you'll get a popup error describing what's wrong. If you get a connection error (something like "unable to connect to server"), you may not be on the right machine. 3. Now fill the fields on the lower part of the Form Area, starting by the **Shop URL** field, with the site's URL: \[*The one you took note of in our email earlier*\] ![Setup CrystalPM 4](https://support.optifyonline.com/hs-fs/hubfs/Setup%20CrystalPM%204.png?quality=high&width=416&height=85&name=Setup%20CrystalPM%204.png) 4. Paste that number on the *Authentication Code* field and click on the Add button. ![Setup CrystalPM 5](https://support.optifyonline.com/hs-fs/hubfs/Setup%20CrystalPM%205.png?quality=high&width=415&height=85&name=Setup%20CrystalPM%205.png) If the authentication succeeds, the form will close and the site will show up on the **Installed Sites** list. ![Setup CrystalPM 6](https://support.optifyonline.com/hs-fs/hubfs/Setup%20CrystalPM%206.png?quality=high&width=512&height=341&name=Setup%20CrystalPM%206.png) 5. You **MUST** *click* on the**Save**button on the toolbar to create the configuration file, and then *click* on the Apply button shortly after. ![Setup CrystalPM 7](https://support.optifyonline.com/hs-fs/hubfs/Setup%20CrystalPM%207.png?quality=high&width=512&height=341&name=Setup%20CrystalPM%207.png) **Click** *OK* then *Exit*, and you are all set! Please notify [customersuccess@optifyonline.com](mailto:customersuccess@optifyonline.com) upon completion. 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