Other integrations | Connect Jane App to your Cyberimpact account

What is Jane App?

Jane App is a practice management platform used by health professionals to manage appointments, clients, billing, and patient records.

Cyberimpact’s integration lets you synchronize your Jane patients into your contact lists, so you can communicate easily by email.

Before you start

Here’s what you’ll need before connecting Jane App to Cyberimpact:

On the Jane App side

The integration is available with any paid Jane plan (Balance, Practice, or Thrive).
Use an Owner or Admin account when connecting the integration (for full access).
Have your clinic URL ready, for example:
Jane - Clinic Management Software

On the Cyberimpact side

You must be an Administrator of your Cyberimpact account.
No minimum plan is required.
The plan you need depends on the number of Jane fields you decide to sync with Cyberimpact custom fields.

Plan	Max Custom fields
Free	0
Basic	10
Plus	20
Pro	40

If you exceed your custom field limit, a message will appear during setup so you can adjust or upgrade your plan.

How is my data secured?

Your data is transferred securely through Jane’s official API using OAuth2.

No API keys, tokens, or sensitive identifiers are ever exposed.

How the integration works

Once connected, Jane App and Cyberimpact communicate automatically:

Connection – You authorize Cyberimpact to access your Jane App data securely.
Configuration – You choose which fields and segmentation options to import.
Synchronization – Cyberimpact automatically imports eligible patients (18+ with marketing consent and a date of birth).

Note: A date of birth is required for the patient to be imported into Cyberimpact.
Automatic updates – Synchronization continues four times per day (06:00, 10:00, 14:00, and 18:00), according to your account time zone.

All data stays synchronized, no manual uploads or spreadsheets needed!

Initial synchronization

After confirming your configuration, Cyberimpact performs a full import:

All eligible patients are added to your Cyberimpact account.
Custom fields and groups are automatically created.
The process may take a few minutes depending on your clinic size.

Once complete, your contacts are ready to use for emails and automations.

Ongoing synchronizations

After the initial import:

Synchronization happens automatically 4 times per day (06:00, 10:00, 14:00, 18:00), according to your account time zone.
Only changes since the last successful sync are processed.

You don’t have to trigger anything, Cyberimpact keeps everything up to date on its own.

Default group and segmentation options

When you connect Jane App, Cyberimpact automatically creates the default group:

Jane App – All Patients

You can also choose to segment your contacts by:

Discipline (e.g., Physiotherapy, Massage Therapy)
Treatment (e.g., Initial Assessment, Post-Op Follow-up)
Clinic location (for multi-location practices)
Staff member (Practitioner’s name, e.g. Tommy Tremblay)

Each selected option automatically creates and maintains the right groups, no manual updates needed.

Turning off a segmentation option later will stop automatic updates for those groups, but they’ll remain in your account.

Note: Groups are created only when there is at least one existing appointment in Jane App.
For example, if you add a new treatment or practitioner without any associated appointment, the corresponding group will not yet be created in Cyberimpact.

To make the group appear at the next synchronization, you can simply create a dummy appointment linked to that item in Jane App.

Consent management

Only patients who have given marketing consent in Jane App will be imported.

Status in Jane App	Synchronized to Cyberimpact	Consent type applied in Cyberimpact
OK to send marketing email	✔ Included	Express consent Source : API – Express consent Consent date : (not available) Proof : “Consent status provided by Jane App (API) at sync time.”
Opt-out	✘ Excluded	–
Do not email	✘ Excluded	–
Under 18 years old	✘ Excluded	–

If a patient withdraws consent in Jane app, they are automatically deleted from Cyberimpact at the next synchronization.

If they later give consent again, their contact is automatically re-created, no manual opt-in needed.

Information you can import

When connecting Jane App, you can choose which information to import into Cyberimpact.

Selecting the right fields will help you personalize your messages, target the right audience, and create more meaningful campaigns, all automatically updated from your Jane App data.

The integrations uses both regular (7) and custom fields (36). Each custom field created for the integration starts with “Jane App – …”, making them easy to find in your contact custom fields list.

Only the email is mandatory, everything else is optional.

About custom fields

Most of the optional information below is stored in custom fields.
Your Cyberimpact plan determines how many you can use:

Free (0) | Basic (10) | Plus (20) | Pro (40)

The Jane App integration can create up to 36 custom fields in total, depending on your selections.
Learn more about the available fields >

How to connect Jane App to Cyberimpact

In Cyberimpact, open the Settings and configurations menu.
Under Third-Party Integrations & API, select Integrations.
Find the Jane App card and click Connect.
In the Jane App page, click Sign in under the Jane logo.
Enter your clinic’s Jane App URL (for example, Jane - Clinic Management Software) and confirm.
Log in to Jane App to authorize the connection.

Once the connection is authorized, a configuration popup will appear in Cyberimpact.

You’ll need to complete the setup before launching your first synchronization, but you can also return later to finish or adjust your settings at any time.

The configuration process is divided into three simple steps:

Choose the data to sync.
Turn ON the switch for each data category you want to import. You can expand a category to select or deselect individual fields.
The email address is the only mandatory field, it’s required for all contacts.
Choose segmentation options.
Decide how you want to organize your contacts in Cyberimpact.
The “All synced patients” option is mandatory and automatically creates a group named Jane App – All Patients, which includes every synced contact.
You can also enable other segmentation options by turning ON their switches — each one will create and keep its group automatically updated based on your Jane App data.
Review, authorize and start the sync.
Before starting the synchronization, review your selections.
- Check the consent box to confirm that you agree to share the selected data and create the necessary groups for segmentation.
- Then, simply click Start sync to launch your first synchronization.

Cyberimpact will automatically create your groups and fields, import your patients, and keep your data up to date going forward.

The process may take a few minutes, depending on the size of your clinic’s data.

A confirmation popup will appear once the synchronization is complete.
You can continue working in your account while the sync runs in the background.
If you don’t see the confirmation after a while, try refreshing the page or navigating to another section of your account, the popup should then appear automatically.

What you can do with your synced data

Once your data is synchronized, you can:

Send personalized newsletters by discipline, treatment or location.
Automate post-treatment follow-ups (e.g., “How are you feeling since your last session?”).
Automate birthday emails
Reactivate inactive patients (e.g., “We miss you, book your next appointment!”).
Promote new services to specific patient segments.

Suggested next steps in Cyberimpact

After connecting your integration:

Authenticate your sending domain.
Create your first email template and mailing targeting a Jane App group.
Build an automation (e.g., follow-up 2 weeks after last appointment).
Use segmentation to send relevant content by clinic, discipline, or staff member.
Add a form to your website to collect new patients.
Create a landing page for your campaigns.

How to disconnect the Jane App integration

If you no longer want Cyberimpact to sync with Jane App, you can disconnect the integration at any time.

To disconnect

In Cyberimpact, open the Settings and configurations menu.
Under Third-Party Integrations & API, select Integrations.
Find the Jane App card and click Manage.
On the Jane App integration page, click Disconnect.
Confirm your choice in the popup window.

The integration will stop synchronizing immediately.

What happens after disconnection

Synchronization stops:
No new patient or appointment data will be imported until you reconnect.
Custom fields:
All “Jane App – …” custom fields remain in your account with the data last synchronized. They stop updating automatically and are unlocked, so you can edit or delete them manually if needed.
Segmentation group:
Existing “Jane App – …” groups remain in your account but stop updating. They are also unlocked, allowing you to use, rename, or delete them manually.
Reconnection:
You can reconnect anytime. When you do, Cyberimpact will perform a new full synchronization to refresh all fields and groups.

If you plan to reconnect later, you don’t need to delete your fields or groups, simply leave them in place, and the integration will reuse them automatically the next time you synchronize.

Frequently asked questions

My Jane App connection expired. What should I do?
You’ll see a banner in Cyberimpact and receive an email notification.
Click Reconnect Jane App and log in again — synchronization will resume automatically with no data loss.

Why aren’t some patients syncing?
Check these points:

The patient didn’t consent to marketing emails in Jane App.
They are under 18 years old.
Their Jane App record doesn’t have a valid email address.
The patient’s date of birth is missing.

What happens if I disconnect manually?
The integration stops syncing, but your data stays in Cyberimpact.
Groups and fields remain visible and can be edited manually.
You can reconnect anytime to resume syncing.

What if two patients share the same email address?
Cyberimpact can only have one contact per unique email address.
If two patients in Jane App share the same email (for example, family members), Cyberimpact will keep the contact whose Jane App record is the most recent, meaning the one that was created most recently, even if the other record was modified more recently.

Why are some appointment fields empty?
Canceled or group appointments might not appear.
At this moment, Jane App’s API only includes individual appointments (not classes or multi-patient sessions).

They can also be empty if no past or next appointment exists.

Can I manage multiple clinic locations?
Yes! Cyberimpact supports multi-location Jane App accounts.
You can segment patients automatically by clinic name.

What about minors?
Patients under 18 are excluded automatically to comply with privacy laws (CASL, PIPEDA, COPPA). They’ll be included automatically once they turn 18 (if consent is active).

How do I remove patients who were archived or deleted in Jane?
Jane App doesn’t notify Cyberimpact when a patient is archived or deleted.
If needed, you can manually remove them from your Cyberimpact contact list.

Who should I contact if something doesn’t work?
If you notice an error or something isn’t syncing correctly, contact Cyberimpact Support through the chat bubble in your account, by phone or email. Provide your account number, the name of your organization and describe the issue — our team will be happy to help you.

What appointment statuses can appear in Cyberimpact?
Appointment statuses in Cyberimpact are calculated from the data returned by Jane App’s API — they’re not sent as a direct field. The integration looks for specific date fields (arrived_at, no_show_at, cancelled_at) to determine the correct status.

Status in Cyberimpact	How it's determined	When it's shown
Arrived (FR : Présent)	The appointment contains an arrived_at date.	The patient attended their appointment.
No-show (FR : Absent)	The appointment contains a no_show_at date.	The patient didn’t show up for their scheduled visit.
Canceled (FR : Annulé)	The appointment contains a cancelled_at date.	The appointment was canceled.
Planned (FR : Planifié)	None of the above date fields are present, and the appointment is in the future.	The appointment is upcoming and not yet completed

Status values are displayed in English or French, depending on your Cyberimpact account language.
They update at every synchronization and always reflect the most recent information from Jane App.

How are canceled appointments handled?
Canceled appointments are handled intelligently to keep your contact fields accurate and your groups relevant.
In your contact fields:

Last appointment fields
Always display the most recent past appointment, based on your clinic’s time zone.

If an appointment was marked Arrived, it’s always valid.
No-show appointments are also included as valid (they still represent a scheduled visit).
Canceled appointments follow these rules:
- If another valid (non-canceled) appointment exists before the canceled one, the canceled one is ignored.
- If all past appointments are canceled, the most recent canceled one is kept to preserve its date, status, and cancellation reason.

This ensures your “Last appointment” fields still display meaningful information rather than being left empty.

Next appointment fields
Always display the closest upcoming appointment.

If a future appointment is canceled but another valid one exists later, the canceled one is ignored.
If all upcoming appointments are canceled, the most recent canceled appointment is kept with status = Canceled, so the upcoming-visit context isn’t lost.
If the canceled appointment was the only upcoming one, those fields will show that canceled appointment (with its date and reason) until a new one is booked.

In segmentation groups

Canceled appointments don’t create contacts or update segmentation groups — only valid (non-canceled) appointments are considered.
Canceling an appointment does not remove the patient from existing groups.
When a new valid appointment is booked, the patient is automatically linked again to the correct groups at the next synchronization.

Example:
During the first synchronization, if a patient only has a canceled massage appointment, the “Next appointment” fields will display that canceled visit (with its date and reason). The patient won’t appear in the “Massage Therapy” group until a new valid appointment is booked.

Can I change my Jane App configuration later?
Yes — you can reopen the Jane App integration settings at any time to adjust your field or segmentation selections.

When you save your changes:

Adding new fields or segmentation options:
Cyberimpact automatically creates the corresponding new custom fields or new segmentation groups and triggers a full synchronization to populate them.
Removing fields:
When you deselect a field, its corresponding custom field is deleted from your Cyberimpact account. All data previously stored in that field is permanently removed.
Removing segmentation options (groups):
When you deselect a segmentation option, the related groups are unlocked and stop updating automatically, but they remain in your account.
You can still rename, repurpose, or delete them manually if needed.

Example:
If you uncheck “Next appointment fields,” those custom fields are deleted entirely, along with their data. If you uncheck “By treatment,” the “Jane App – Treatments” groups will stay in your account but will no longer be updated automatically

Why can’t I uncheck some fields in Jane integration settings?
The email address field can’t be unchecked — it’s the only field that’s always mandatory.

If you can’t uncheck other fields, it’s because they have major dependencies. These fields are locked from modification because they’re required to keep other features in your account working properly. For example, a Jane App field might be used in:

a dynamic group (as a search criteria), or
a marketing automation scenario (in a trigger or segmentation condition).

To prevent errors or data loss, those dependent fields remain selected and can’t be unchecked until their dependencies are removed.

A red “Major dependencies” link appears to the right of each field. Click it to see which elements depend on that field.

If you really need to remove them, first remove these fields from the criteria of any dynamic groups or automations that use them. If the automation is active, archive it.

Learn more about field and group dependencies >

What about minor dependencies? Why can I uncheck fields with minor dependencies?
Fields with minor dependencies aren’t required for your account to function properly — they’re only used to display or enrich certain pieces of information.

Unchecking a field with minor dependencies may cause some data to stop appearing in forms or email templates or mailings, but it won’t break any configurations.

Before deselecting or deleting these fields, we recommend clicking the “Minor dependencies” link to review what elements are connected. This helps you confirm that removing the field won’t impact any content or personalization you still need.

That’s why these fields remain editable — you can safely uncheck them if you no longer need that data to sync.

Why don’t some segmentation groups appear in Cyberimpact?
Groups are automatically created only for items in Jane App that have at least one existing appointment (for example, a treatment, practitioner, or clinic).

If you’ve recently added a new treatment or practitioner and the corresponding group hasn’t appeared yet, simply create a dummy appointment linked to that item. The group will appear at the next synchronization between Jane App and Cyberimpact.

Which custom fields are available with the integration?
During synchronization, several fields from Jane App can be imported into Cyberimpact as custom fields.

Here is the list of currently supported fields:

Category	Field name in Cyberimpact	Field type	Description	How you can use it
Required information (built-in fields)	Email	Text	Mandatory unique identifier for each contact. Patients without a valid email are not imported.	Required to send all campaigns.

Regular fields (recommended by Jane App) (built-in fields)	First name / Last name	Text	Basic contact info for personalization.	Use dynamic tags like “Hi [First Name]”.
	Gender	Text	Maps with Jane App “Sex” field (Male / Female / Other).	Personalize your messages — add greetings, visuals, or segment your audience.
	Date of birth	Date	Used to calculate age (patients under 18 are excluded). You can also sync it for segmentation or personalization purposes.	Automate birthday greetings or milestone messages.
	Postal code / Country	Text	Location data for regional targeting.	Send local promotions.

Additional patient fields (up to 6 custom fields)	Jane App - Patient’s prefix	Text	Title or prefix (e.g., Dr, Ms, Mr, Mx).	Personalize greetings such as “Hello Dr. [Last Name]” using the greeting selected by the patient in Jane.
	Jane App – Patient’s City	Text	City of residence.	Segment by city or region.
	Jane App – Patient’s Province / State	Text	Province or state.	Target specific locations or regions.
	Jane App – Patient number	Text	Unique internal ID in Jane App.	Useful for exports or internal reports.
	Jane App – Patient depuis (date)	Date	When the patient first registered.	Send loyalty or “thank-you anniversary” emails.
	Jane App – Patient’s Mobile phone	Text	Contact numbers (main and mobile).	Add contact info dynamically in your emails.

Last appointment fields (up to 15 custom fields)	Jane App – Last appointment booked at (date)	Date	Date when the appointment was booked.	Target by last appointment booking date
	Jane App – Last appointment date	Date	Date of the most recent past appointment.	Trigger post-visit surveys or follow-up emails.
	Jane App – Last appointment start / end time (2 fields)	Text	Local time of the visit.	Include appointment details in your messages.
	Jane App – Last appointment treatment name / description / price (3 fields)	Text / Decimal number	Details of the last appointment treatment.	Recommend related services or upsells or includ appointment details in your messages.
	Jane App – Last appointment discipline	Text	Professional category (e.g., Physiotherapy, Massage).	Send service-specific updates or newsletters.
	Jane App – Last appointment clinic name / address / phone / email (4 fields)	Text	Clinic where the appointment took place.	Send localized promotions or follow-ups.
	Jane App – Last appointment staff member name	Text	Practitioner who provided the service.	“Your therapist [Name] has new availability!”
	Jane App – Last appointment status / cancel reason (2 fields)	Text	Appointment outcome and cancellation reason (if any).	Re-engage cancellations or no-shows.

Next appointment fields (up to 15 custom fields)	Jane App – Next appointment booked at (date)	Date	Date when the appointment was booked.	Target by next appointment booking date.
	Jane App – Next appointment date	Date	Date of the upcoming appointment.	Send automated pre-visit reminders.
	Jane App – Next appointment start / end time (2 fields)	Text	Scheduled time of the visit.	Add appointment time to reminder emails.
	Jane App – Next appointment treatment name / description / price (3 fields)	Text / Decimal number	Details of the upcoming treatment.	Prepare personalized pre-visit messages.
	Jane App – Next appointment discipline	Text	Type of service booked.	Segment communications by upcoming service.
	Jane App – Next appointment clinic name / address / phone / email (4 fields)	Text	Clinic location for the next appointment.	Send directions or contact info automatically.
	Jane App – Next appointment staff member name	Text	Practitioner assigned to the appointment.	Include practitioner name in reminders.
	Jane App – Next appointment status / cancel reason (2 fields)	Text	Planned or canceled, with reason if available.	Track and rebook canceled appointments.

Connect Jane App to your Cyberimpact account

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