How to Connect & Use Wanderly with YourMedSoft
Complete step-by-step guide to integrate Wanderly with YourMedSoft. Learn how to connect Wanderly, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Scheduling & VMS Orders.
To connect Wanderly to YourMedSoft, open Integrations & Sync (/portal/settings?tab=integrations), locate Wanderly, and click "Connect". Once connected, the Sync & Data Control Hub opens automatically so you can pull open hospital vms shift orders & registry clinicians into Scheduling & VMS Orders (/portal/scheduling), push matched nurse submittals & approved timecards out to Wanderly, or add records via "+ Add Data" and CSV upload.
What You Need Before Starting
- Active YourMedSoft account with Administrator or Coordinator role.
- Active account on Wanderly (API token optional — free CSV Batch / Sandbox Mode supported).
- Configured clinical roster or facility rate sheets in YourMedSoft Foundation.
Clinical & Regulatory Compliance Standards
- HIPAA & HITECH Data Safeguards: All API payloads transmitted between YourMedSoft and Wanderly are encrypted in transit using TLS 1.3 with AES-256 encryption. PHI is strictly minimized according to minimum-necessary privacy rules.
- Electronic Record Retention: All synchronization logs and execution payloads are maintained in immutable audit storage in compliance with federal healthcare record retention requirements.
- Deduplication & Transaction Integrity: Automated idempotency keys prevent double-counting of timesheets, invoices, applicants, or clinician records during network retries.
Step-by-Step Instructions
Open Integrations & Sync & Locate Wanderly
Log in to YourMedSoft with an Admin or Manager account. Click "Integrations & Sync" in the left navigation sidebar (or go to Settings > App Marketplace & Integrations). Search for "Wanderly" or filter by the "VMS & Staffing MSP" category pill.
Connect Wanderly (Live API Token or Free CSV / Sandbox Mode)
1. Obtain Credentials: Log in to your Wanderly admin or developer console and copy your API Key / Access Token (and Account or Vendor ID if applicable). 2. Configure in YourMedSoft: Paste your Wanderly token below, or leave the API Key blank to connect in free Sandbox Mode for testing. 3. Custom Endpoint (Optional): If your organization uses a custom Wanderly subdomain or webhook listener, enter it in the Custom Base URL / Webhook field.
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Pull Data In (Inbound API Sync or CSV / JSON Upload)
Immediately after connecting, the "Wanderly Two-Way Sync & Data Control Hub" opens automatically on the "Import (Data In)" tab. Click "Import from Wanderly" to pull open hospital vms shift orders & registry clinicians via API, or use "Upload CSV / JSON File into Master Schedule (Open Shifts) & Staff Roster" to batch-import records directly into Scheduling & VMS Orders (/portal/scheduling).
Create & Push New Records (+ Add Data Tab)
Switch to the "+ Add Data" tab inside the Wanderly Sync Hub (or click "+ Add Data" on the Connected Integrations bar inside Scheduling & VMS Orders). Fill out the quick form to create a new record in YourMedSoft and simultaneously push it out to Wanderly.
Push Data Out (Outbound Sync & Formatted CSV Batch Export)
Open the "Export (Data Out)" tab in the Sync Hub (or click "Push Data Out" from Scheduling & VMS Orders at /portal/scheduling). Select your active billing cycle or pay period, review the live record counts (Filled Shifts & Approved Timesheets), and click "Export to Wanderly" for direct API transmission or "Download CSV Batch" for manual upload into Wanderly.
Configure Auto-Sync Rules & Verify HIPAA Audit Logs
Open the "Data Controls" tab to toggle Auto-Sync Data In (Inbound), Auto-Sync Data Out (Outbound), Sync Frequency (Real-time, Hourly, Daily, Manual), and Duplicate Record Handling. Switch to the "Sync Logs" tab at any time to inspect timestamped inbound/outbound receipts.
Pro-Tips & Best Practices
- Use the Connected Integrations bar at the top of Scheduling & VMS Orders (/portal/scheduling) to trigger 1-click "Pull Data In", "Push Data Out", or "+ Add Data" without leaving your workspace.
- If your Wanderly plan does not include API access, leave the API key blank to use CSV upload in "Import (Data In)" and formatted CSV batch downloads in "Export (Data Out)".
- Use the "Sync Logs" tab to verify timestamped inbound and outbound sync receipts for HIPAA and Joint Commission audits.
Troubleshooting & Operational Edge Cases
Issue: Wanderly shows "Sandbox Mode" instead of "Live API Verified"
Operational Resolution: This means Wanderly was connected without an API key. While Sandbox Mode lets you upload CSV/JSON files and test "+ Add Data" immediately, to enable live API calls open Wanderly > "Manage Data & Sync" > "API Key" tab, paste your Wanderly token and Account/Subdomain ID, and click "Save & Verify API Key".
Issue: Timesheet, candidate, or payroll batch rejected by Wanderly
Operational Resolution: Check that all records in the batch have matching identifiers or email addresses in Wanderly, or use the "Download CSV Batch" button in the "Export (Data Out)" tab for direct file import into Wanderly.
Issue: Where do my imported records from Wanderly appear?
Operational Resolution: Imported records from Wanderly are saved directly into Master Schedule (Open Shifts) & Staff Roster. Click the "Scheduling & VMS Orders" link inside the "Import (Data In)" tab or navigate to /portal/scheduling in the left sidebar.
Frequently Asked Questions & Troubleshooting
What happens immediately after I save and connect Wanderly?
As soon as you click Connect, YourMedSoft pins Wanderly to your "Your Active Integrations" command center at the top of Integrations & Sync, adds a 1-click control bar inside Scheduling & VMS Orders (/portal/scheduling), and automatically opens the 7-tab Sync & Data Control Hub with a "What Happens Next" walkthrough.
Where do I control Data In, Data Out, and add new data for Wanderly?
In the Wanderly Sync & Data Control Hub (accessible from Settings > Integrations & Sync or the bar at the top of Scheduling & VMS Orders): use "Import (Data In)" to pull records or upload CSV/JSON files, "Export (Data Out)" to push filled shifts & approved timesheets or download CSV batches, "+ Add Data" to create and push individual records, and "Data Controls" to configure automatic sync rules.
What specific data flows between YourMedSoft and Wanderly?
The two-way integration handles: (1) Inbound (Data In): Receive pre-qualified candidate profiles and documents -> routed to Scheduling & VMS Orders (/portal/scheduling). (2) Outbound (Data Out): Broadcast travel nurse job orders with custom pay breakdowns -> sourced from Filled Shifts & Approved Timesheets.
Does connecting Wanderly incur any additional fees in YourMedSoft?
No. YourMedSoft provides native integrations with zero per-connection surcharges and zero middleware fees. You can connect using your Wanderly API key or use free CSV Batch / Sandbox Mode.
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