Step 1: Verify Access and Integration in Hona
Ensure you have admin access to both Hona and to Filevine.
In Hona, navigate to the top left corner menu, go to your company settings, and click on the integrations tab.
Confirm that the Filevine integration tile is showing as connected. If not, refer to the support article HERE on how to set up the initial integration between Filevine and Hona.
Step 2: Map Fields in Hona
Click on "Map Fields" in the Filevine integration tile.
We will want to map to three fields: project type (which is typically mapped to the Case Type in Filevine), phase names (typically mapped to Phase Name in Filevine), and Hona enabled (a custom field in Filevine).
Case Type & Hona Enabled will need to be Vitals within Filevine. The mapping is case sensitive so they will need to be spelled & capitalized exactly the same in Filevine & Hona.
Optionally, use "#Hona-enabled" as a hashtag in each project if you don't want to add it to vitals.
Step 3: Configure Project Types in Hona
In Hona, go to project types and click on the three dots in the top right corner, then click "edit."
In the mapped project types section, type the values applicable to this project type and click save.
Step 4: Set Up Phase Mapping
For each project type in Hona, click into each phase in order to customize the mapping.
Find the section that says triggers and select the Filevine triggers applicable to this project type (e.g., file setup).
Each phase will need to have at least one trigger mapped. You can add multiple triggers to one Hona phase. However, a Filevine phase cannot be used in more than one Hona phase within a project type.
Click save to confirm the mappings.
Step 5: Test the Mapping
In Filevine, copy the project ID from the URL (it will be the first set of numbers in the URL).
In Hona, either go to projects from the drop-down menu or click on the Hona icon at the top.
Click on the syncing arrows in the top left corner, paste the project ID, and click sync.
Verify that the project appears in Hona with the correct project type, phase, and Hona enable status based on your mapping.
If the project appears correctly, your Hona phase and project type mapping are ready to use.
Conclusion
By following these steps, you've successfully set up project mapping between Filevine and Hona, ensuring a smooth workflow and accurate synchronization of project information. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].