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:
Select the 3 lines at the top left. Select "Advanced"
Navigate to "Integrations" on the left menu
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.
Create a Service Account User under the “Hona” integration in Advanced > Service Accounts
Press “+ New”, input these values:
Service Account Type: Hona
Permissions: All Permissions
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 must be stored
Once the Access Token is created, "Hona" will appear in your list of Personal Access Tokens. Click the token to open its' settings -> Press "Extend Expiration" -> Press "Confirm" to extend the expiration window to one year
The new expiration date after pressing "Extend Expiration" should automatically be set to the maximum window allowed per Filevine's policy
IMPORTANT NOTE ON ACCESS TOKEN EXPIRATION DATES
Any time a new Access Token is created, the expiration date will be automatically set for 3 months from the creation date (e.g. if you create the token in January, the expiration date is auto-set to April). You will want to extend this to the maximum expiration window in order to avoid surprise service interruptions
It is highly recommended that your team sets a reminder to re-extend the expiration date, ideally at least 2 weeks in advance to be safe.
This task will need to be completed on a yearly basis in order to avoid service interruptions going forward (until otherwise stated by Filevine)
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
Can be found in Advanced > API Credentials > Base URL
The Base URL just uses your FV Domain, the same one that shows whenever you’re logged into FV.
(e.g. if your Filevine URL is "https://hona.filevineapp.com", your subdomain is "hona")
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.