Step 1: Verify Access and Integration in Hona
Ensure you have admin access to both Hona and to MyCase.
In Hona, navigate to the top left corner menu, go to your company settings, and click on the integrations tab.
Confirm that the MyCase integration tile is set up. If not, refer to the support article HERE on how to set up the initial integration between MyCase and Hona.
Step 2: Map Fields in Hona
Click on "Map Fields" in the MyCase integration tile.
We will want to map to three fields: project type (which is typically mapped to Practice Area in MyCase), phase names (typically mapped to Case Stage in MyCase), and Hona enabled (a custom field in MyCase).
Below are the areas within MyCase that Hona is mapping to.
Step 3: Configure Project Types in Hona
In Hona, go to project types and click on the three dots next to each project type, 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
Within each project type, go through different phases and click into each one to edit.
Find the section that says triggers and select the MyCase stages applicable to this phase.
Each phase will need at least one trigger. You can have multiple MyCase stages in a single Hona phase, but you cannot add the same MyCase stage to multiple Hona phases within a project type.
Click save to confirm the mappings.
Step 5: Test the Mapping
In MyCase, copy the project ID from 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 MyCase 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].