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Filevine Integration Setup

Setting Up the Initial Integration Between Filevine and Hona

Tristan Wright avatar
Written by Tristan Wright
Updated yesterday

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 Account Admin access in Filevine to set up the integration.


BEFORE STARTING THIS PROCESS

Make sure you have access to the following sections in both platforms:

  • Hona: Admin Level Login

  • FV: Advanced > Service Accounts

  • FV: Advanced > Users & Activity

    • This will take you to the Account Manager page, where you will need access to the “Access Tokens” section

Activate the Hona Integration in Filevine

Once you have confirmed your access, you will need to activate the Hona integration. This allows Hona to access the API with Filevine. Here are the steps to activate the integration:

  1. Select the 3 lines at the top left. Select "Advanced"

  2. Navigate to "Integrations" on the left menu

  3. Find the Hona integration and click "Activate"

Create a Service account and PAT

The service account will be the "user" that Hona activity gets logged under.

  1. Create a Service Account User under the “Hona” integration in Advanced > Service Accounts

    1. Press “+ New”, input these values:

      1. Service Account Type: Hona

      2. Permissions: All Permissions

    2. Press “Create”

2. Navigate to Advanced > Users & Activity (this will bring you to the Account Manager page) > Access Tokens

  • Press “+ New”, input these values (then press “Create”):

    • Name: Hona

    • User: Select [email protected]

    • Scopes: Give access to all scopes besides “Payments API Access”

    • SAVE THE PAT SECRET before closing the confirmation window out, this value is not recoverable and needs to be stored

3. Connect Hona<>FV Integration:

  • Here’s what you will need to connect the FV<>Hona Integration:

    • Personal Access Token (generated on step 2)

    • Base URL: https://[domain].api.filevineapp.com

  • To get your PAT into Hona, navigate to Company Settings > Integrations, then click “Update Connection” on the Filevine integration tile.

    • You will see a window pop up to enter your PAT and Base URL

      • There will likely be a Base URL pre-populated, just make sure to check it in case your Filevine domain has changed since your initial integration setup with Hona

    • Once you have these two fields filled out, press Save

      • Once Saved, send an email to your Account Manager to let them know it’s configured and they will finalize the connection. If you do not know your Account Manager, reach out to [email protected] as they can help as well.

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