Overview
In this comprehensive guide, we will walk you through the step-by-step process of setting up the initial integration between MyCase and Hona. Please ensure that you have admin access to both MyCase and Hona to set up the integration.
Step 1: Sign into MyCase
Open MyCase in a new web browser and sign in with your admin access credentials.
Step 2: Sign Into Hona
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.
Step 3: Connect your Integration
In the Integrations section, locate the MyCase integration tile and then select the "Connect" button.
You will be redirected to a MyCase authorization page. Click the "Allow" button to proceed.
Step 4: Confirmation of Integration
After authorization, you will be redirected back to the Hona integration page where the MyCase integration tile should now appear at the top, indicating that the integration is "Connected - Inactive."
Step 5: 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
Congratulations! You have successfully completed the initial setup for the MyCase and Hona integration. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].