Overview / Pre-Requisites
In this comprehensive guide, we will walk you through the step-by-step process of setting up the initial integration between Filevine and Hona.
Please ensure that you have admin access to Hona as well as API Key Manager access in Filevine to set up the integration.
If you do not have API Key Manager access in Filevine, you can reach out to [email protected] and they can provide you access.
Step 1: Filevine API Key Setup
Log in to Filevine and navigate the "Advanced" settings through the drop down menu in the top left corner, from there, select "API credentials" option.
Choose the organization you want to set up the integration for.
Click "Create New Key" and name it Hona.
We will be using the API key, secret, and the base URL provided on the API credentials page when setting up the integration in Hona so make sure to keep this page open.
Step 2: Hona Integration
In a new web browser tab, open Hona by navigating to app.hona.com and sign in with with your admin access credentials.
In the top-left corner, click on the dropdown menu and select "Company Settings".
Now click on the "Integrations" tab at the top of your Company Settings page.
Find the integration tile labeled "Filevine." Click "Connect."
Copy and paste the API key into the corresponding field in Hona.
Copy and paste the secret into the designated spot in Hona.
Copy the base URL from Filevine's API credentials page and paste it into Hona. Note: You might need to delete the forward slash at the end of the base URL before pressing save.
Click "Save" in Hona.
Step 3: Confirmation of Integration
After saving, the page should reload, and Filevine will now be at the top of your integrations in Hona, marked as "Connected - Inactive." This indicates that the integration is successfully set up.
Step 4: Activation (Optional)
The integration is successfully set up, but automatic updates to clients are not enabled.
When ready to go live, reach out to your Customer Success Manager or Onboarding Manager to activate the automation for you.
Conclusion
You have successfully completed the initial setup for the Filevine and Hona integration. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].