Do you need to complete the onboarding steps in order?

Last updated: August 3, 2026

You can complete the steps in the GP Automate Onboarding in any order. However, you must start with the Software Licensing Agreement (SLA) and all steps must be completed before we can get your practice live.

Onboarding Portal login

https://onboarding.gpautomate.com/

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Representative onboarding steps

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