HCMS Files to Web Central Document Center Integration

You can set up an integration to have a file created automatically in the Web Central (formerly CivicEngage Central) Document Center when an asset is created or published in the HCMS / Web Evolve.

Prerequisites

1. Set up your HCMS and Web Central credentials
2. Make sure the applicable Web Central Document Center folder is set to Update Integration Hub. 
   
   

Instructions

1. Sign in to your site
2. Navigate to the Integrations tab
   
3. Select + New Integration
   
   
4. Click the Simple integration card
   
5. Add a Short Description of the integration
   
6. Select HCMS as the Trigger and CivicEngage Central as the Action
   
7. Select the Applications for the trigger and action
   
8. Select the applicable Credentials for each application
   
9. Choose File as the Type and Document Center as the Module
   
10. Select the Filter that will trigger the integration from the HCMS
    
11. Select the Document Center Folder the file should be added to and select Create from the Action drop-down
    
12. Click Next
    
    
13. Map fields from HCMS to Web Central as needed
    
    
    Note: Required fields in Document Center are Display Name and File Name. Learn more about how field mapping looks in Web Central.
14. Click Next
    
15. View an Overview and Test Instructions for your integration
    
16. Click Save
    
17. Enable your integration using the toggle under the Status column
    
18. The integration will now sync files between your HCMS and Web Central sites

Resources

• Web Central Integration Field Mapping
• Web Central Integration Hub Category Settings
• Troubleshoot an Integration