Welcome to the Hubbux Teams support guide for setting up your AxisCare integration. This integration allows you to seamlessly import caregiver records from AxisCare into Hubbux, automatically create Hub Member profiles for new caregivers, and keep caregiver statuses in sync. Follow the steps below to get started.
Prerequisites:
- Admin rights in Hubbux
- Admin rights in AxisCare with access to API tokens
Settings
Go to Settings ⚙️>Integrations>AxisCare
Connect and Enter Credentials
Click Connect to get started.
You need your API Token from AxisCare. To find this, log into AxisCare and navigate to Admin>API Token>Create New Token. If you do not see this option, please call AxisCare support and they can immediately grant you access.
Please be sure to COPY the API Token so you can come back into Hubbux to paste it. Click, I DID IT, NEXT.
You are now ready to enter your token and Site number. Click CONNECT.
Once you are connected, you'll be taken back to the AxisCare integration overview page.
Please note, processing should take less than 24 hours. If it is still in a processing state after this timeframe, please contact us at support@practicegenius.com.
Tag Mapping
Once your system is integrated with Hubbux, you'll receive an alert to set up your Tag Mapping or you may navigate directly to Settings ⚙️>Integrations>AxisCare>Tag Mapping.
On the left, you will find statuses pulled in from AxisCare. Click the dropdown button to the right to search or type for the appropriate Hubbux tag.
Common Questions and Troubleshooting
- Site Identifier: Ensure that the Site Identifier is entered exactly as shown in the example (e.g., https://[SiteIdentifier].axiscare.com).
- API Token: If you do not see the API Tokens option in AxisCare, contact AxisCare Support to enable this page for you.
- Adding Tags: If you need to add new tags or add tags to groups, refer to our articles on managing tags and groups in Hubbux.
- Are registration invitations sent to as soon as the profile is created, or will they have to manually be sent? Profiles are oftentimes created by an integration before the office is ready to invite members to join their rewards & recognition program. Therefore, a profile added by a sync of the AxisCare integration does not automatically trigger a registration invitation. Members can be invited to register by clicking the invitation button in the profile, awarding points, or through a group invitation from the MEMBERS window (releasing 8/2024)
- Is the caregiver's profile automatically updated in Hubbux when it is updated in AxisCare? AxisCare is synced nightly, so all updates made to profiles in AxisCare will be updated in Hubbux the following morning. To sync profiles sooner than each evening, you can navigate to Settings > Integrations > AxisCare and click the [GET UPDATES] link.
- Check Import Failures: If the Last Sync Date is current, check out the Caregiver Import Failures to see if there might have been an error that prevented their profile from transitioning over from AxisCare or properly updating in the Hub. To do this, simply click on the Import Failures section to open the list. Then, search for your missing caregiver's name. If you find them in the Import Failures section, look at the errors column in their row to see what caused the hiccup. As soon as this error is addressed, their profile will sync with the Hub.
If you need assistance, please reach out to us at support@practicegenius.com.