HouseCall Pro Integration

Overview

Connect your HouseCall Pro account with Inrconnect to automatically sync your customer data, jobs, estimates, and invoices. This integration helps you maintain a unified view of your business operations and customer relationships.

What Gets Synced

When you connect HouseCall Pro to Inrconnect, the following data will be automatically synchronized:

• Customers: Contact information, addresses, and customer details
• Jobs: Service appointments, job details, and scheduling information
• Estimates: Quote information and pricing details
• Invoices: Billing information and payment status
• Employees: Team member information and assignments

Prerequisites

Before setting up the integration, ensure you have:

• An active HouseCall Pro account with API access
• Admin or Owner permissions in your HouseCall Pro account
• An Inrconnect organization with appropriate permissions
• Access to your HouseCall Pro API credentials

Step 1: Generate API Credentials in HouseCall Pro

1. Log in to your HouseCall Pro account
2. Navigate to Settings → Integrations → API Access
3. Click Generate New API Key
4. Copy your API Key and API Secret (you'll need these later)
5. Note your Company ID from the account settings

[Placeholder for screenshot: HouseCall Pro API settings page]

Step 2: Configure the Integration in Inrconnect

1. In your Inrconnect dashboard, go to Settings → Organization → Integrations
2. Find the HouseCall Pro integration card
3. Click Connect or Configure
4. Enter your HouseCall Pro credentials:
   • API Key
   • API Secret
   • Company ID
5. Click Test Connection to verify the credentials
6. Click Save to complete the setup

[Placeholder for screenshot: Inrconnect integration settings page]

Step 3: Set Up Webhook Notifications (Optional)

To receive real-time updates when data changes in HouseCall Pro:

1. In HouseCall Pro, go to Settings → Integrations → Webhooks
2. Click Add New Webhook
3. Enter your Inrconnect webhook URL: https://yourdomain.com/api/webhooks/housecall-pro
4. Select the events you want to receive:
   • Customer Created/Updated
   • Job Created/Updated/Completed
   • Invoice Created/Updated/Paid
5. Set the webhook secret (recommended for security)
6. Click Save Webhook

[Placeholder for screenshot: HouseCall Pro webhook configuration]

Step 4: Configure Sync Settings

After connecting your account:

1. Choose which data types to sync
2. Set your sync frequency (real-time, hourly, daily)
3. Configure field mappings if needed
4. Set up any custom filters or rules

[Placeholder for screenshot: Inrconnect sync configuration]

Verification and Testing

To verify your integration is working correctly:

1. Check the Integration Status in your Inrconnect settings
2. Look for recent sync activity in the Sync Logs
3. Verify that new data from HouseCall Pro appears in Inrconnect
4. Test webhook delivery by creating a test customer in HouseCall Pro

Data Mapping

Here's how HouseCall Pro data maps to Inrconnect:

Troubleshooting

Common Issues

Connection Failed

• Verify your API credentials are correct
• Check that your HouseCall Pro account has API access enabled
• Ensure your Company ID is accurate

Data Not Syncing

• Check the sync logs for error messages
• Verify your sync settings and frequency
• Ensure you have the necessary permissions in HouseCall Pro

Webhook Not Working

• Verify the webhook URL is correct and accessible
• Check that the webhook secret matches
• Review webhook delivery logs in HouseCall Pro

Getting Help

If you continue to experience issues:

1. Check our troubleshooting guide for additional solutions
2. Review the API documentation for technical details
3. Contact our support team with your integration logs

Security Considerations

• Store API credentials securely and never share them
• Use webhook secrets to verify authentic requests
• Regularly rotate your API keys
• Monitor integration logs for suspicious activity
• Ensure your webhook endpoints use HTTPS

Best Practices

• Start Small: Begin by syncing a subset of your data to test the integration
• Monitor Performance: Keep an eye on sync times and data accuracy
• Regular Maintenance: Periodically review and update your integration settings
• Backup Strategy: Maintain backups of critical data before major changes
• Team Training: Ensure your team understands how the integration affects their workflow

Advanced Configuration

Custom Field Mapping

[Placeholder for advanced field mapping instructions]

Automated Workflows

[Placeholder for workflow automation setup]

Bulk Data Import

[Placeholder for initial data migration instructions]

API Reference

For developers who want to build custom integrations or extend the functionality:

• HouseCall Pro API Documentation
• Inrconnect API Reference
• Webhook Event Types

Video Tutorials

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Quick Setup Guide

[Placeholder for video: Complete integration setup in under 5 minutes]

Advanced Configuration

[Placeholder for video: Custom field mapping and workflow automation]

Troubleshooting Common Issues

[Placeholder for video: Resolving connection and sync problems]

Related Documentation

• Setting Up Webhooks
• Managing Integrations
• Data Import and Export
• API Authentication

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Need help with your integration? Contact our support team or check out our community forum.