Step 1: Log in to CASEpeer and Access Account Settings
Log in to your CASEpeer account.
Click on the gear icon in the top right corner.
Select "Account Settings" from the dropdown menu.
Step 2: Navigate to Integration Settings in CASEpeer
Scroll to the bottom of the Account Settings page.
Locate the integration tile labeled "Hona" and click on the "Manage" button.
Step 3: Obtain API Key and Enable Integration
Copy the API key provided on the Hona integration page in CASEpeer.
Ensure the "Enable" button is checked to allow communication between Hona and CASEpeer.
Optionally, select the "Default Hona connection on" button for automatic Hona enablement for new cases.
Step 4: Configure Hona Integration
Login to Hona and navigate to "Company Settings."
Click on the "Integrations" tab at the top and find the "CASEpeer" integration tile.
Click "Connect," paste the copied API key, and click "Save."
Step 5: Confirm Connection
Verify that CASEpeer is listed as "Connected Inactive" in the Hona integrations page.
Understand that while the connection is set to inactive, the connection is live and working but clients are not receiving automatic updates at the point.
Step 6 (Optional): Enabling Hona for all cases in CASEpeer
In CASEpeer, return to the Hona integration tile.
Click "Connect" to enable Hona for all existing cases when you are ready to go live.
Conclusion
Congratulations! You have successfully set up the initial integration between CASEpeer and Hona. Keep in mind that for automatic updates to clients, the final activation step must be performed by your Customer Success or Onboarding Manager. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].