Step 1: Verify Access and Integration in Hona
Ensure you have admin access to both Hona and to CASEpeer.
In Hona, navigate to the top left corner menu, go to your company settings, and click on the integrations tab.
Confirm that the CASEpeer integration tile at the top shows "connected." If not, refer to the support article HERE on how to set up the initial integration.
Step 2: Map Fields in Hona
Click on "Map Fields" in the CASEpeer integration tile.
We will want to map to three fields: project type (which is typically mapped to either Casestatus or language in CASEpeer), phase names (typically mapped to Casestatus), and Hona enabled (mapped to Hona connected/disconnected in CASEpeer).
Below are the areas within MyCase that Hona is mapping to:
Disconnect & connect Hona are mapped to the Hona Enabled field. If you see "Disconnect Hona", that means Hona is enabled and your clients are receiving automatic updates. If it shows "Connect Hona", then your clients are not receiving communication or updates through Hona.
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
Click on each phase to edit, specifying triggers by typing or selecting from the available options in CASEpeer.
Find the section that says triggers and select the CASEpeer triggers applicable to this project type (e.g. Personal Injury).
Each phase will need to have at least one trigger mapped. You can add multiple triggers to one Hona phase. However, a CASEpeer stage 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 CASEpeer, 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.
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 CASEpeer 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].