How to set up the integration between MyCase and DecisionVault?
Setting up and using the integration involves the following steps:
- Authenticate MyCase with DecisionVault
- Mapping MyCase Fields to DecisionVault Custom Fields
- Run the sync
1. Authenticate MyCase with DecisionVault
To authenticate MyCase with DecisionVault go to the integrations page - and look for the 'Authenticate with MyCase' button. Follow the prompts to login to MyCase and to give DecisionVault access.
Note: This only stores an 'access token' in DecisionVault to access MyCase on your behalf. We don't have access to your login details, and you can always remove DecisionVault's access to MyCase by removing the token from the integrations page.
2. Map DecisionVault Fields to MyCase Custom Fields
DecisionVault’s MyCase integration supports mapping DecisionVault fields into MyCase custom fields, allowing information captured in DecisionVault to automatically populate MyCase without manual data entry.
Field mapping is available at two levels:
- Contact level
- Matter level
To map your fields go to Settings → Integrations → MyCase → Settings
Map Contact Fields
This allows client information captured in DecisionVault to automatically populate MyCase contact records.
- Navigate to the Map Contact Fields section
- Under DecisionVault Field, select the contact field from DecisionVault that contains the information you want to send
- Under MyCase Field, select the MyCase Contact custom field that should receive the data
Click Add to save the mapping
Map Matter Fields
You can also map DecisionVault Matter fields to MyCase Matter custom fields, allowing matter-specific information captured in DecisionVault to automatically populate the corresponding MyCase matters.
- Navigate to the Map Matter Fields section
- Under DecisionVault Field, select the matter field from DecisionVault that contains the information you want to send
- Under MyCase Field, select the MyCase Matter custom field that should receive the data
Click Add to save the mapping
3. Run the sync
After you authenticate with MyCase and map any custom fields, you can now run a sync from your matters. Just open the "Integrations" menu and click on MyCase:
You can then let DecisionVault create a new matter in MyCase, or search in your existing MyCase matters and map the existing contacts on those matters to the people on the DecisionVault matter.
The below video shows a quick demonstration: