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.
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: Generate a Filevine PAT
Make sure your Hona app is enabled for your account
Do this by going to Menu > Advanced > Integrations and then finding "Hona" and pressing "Activate"
Log in to Filevine and go to:
Main Menu > Advanced > IntegrationsLocate the Hona integration and click Activate.
Navigate to the Account Manager tool by going to:
Main Menu > Advanced > Users and Activity
(This will open the Account Manager in a new tab.)In the Account Manager, click on the Access Tokens tab, then select + New in the top-right corner.
Fill out the form:
Name the token and assign it to a user.
Select all permission options except for payment.
Copy and save the token somewhere secure. It will not be viewable again once you close the window.
Step 2: Connect Filevine in Hona
Open a new browser tab and go to app.hona.com. Log in with your admin credentials.
Click the dropdown menu in the top-left corner and select Company Settings.
Navigate to the Integrations tab.
Find the Filevine integration tile and click Connect.
In the connection form, copy and paste the following credentials from Filevine:
Personal Access Token (from the token you generated in Step 1)
Client ID (found under the Client Secrets section in the Access Tokens tab)
Client Secret
(You can generate this by clicking the three dots next to the Client ID and selecting "Generate Secret")
Base URL (copied from the API credentials page in Filevine. Be sure to remove the trailing slash if present.)
Click Save.
Step 3: Confirm the Integration
After saving, the page will reload. The Filevine integration should now appear at the top of your integrations list in Hona with a status of:
Connected – Inactive
This means the integration has been successfully connected, but is not yet sending automatic updates.
Step 4: Activate the Automation (Optional)
To enable automated client updates through the Filevine integration, please reach out to your Customer Success Manager or Onboarding Manager. They can activate the automation for you when you're ready to go live.
Conclusion
You’ve successfully completed the initial setup of the Filevine integration in Hona. If you have any questions or run into issues, please reach out to your Hona Account Representative or email [email protected].