Integration Walkthrough
The purpose of this document is to set expectations of how to set up the integration for MerusCase and how the integration works.
Requirements for full MerusCase integration capabilities:
The MerusCase integration is activated by OAuth and there is no setup needed on the backend. Simply navigate to your Case Status Settings and select MerusCase as the case management system under ‘integrations’.
This will redirect you to log into your MerusCase Account. Once logged in, select 'Allow Access' to Case Status. In MerusCase, navigate to CaseStatus under ‘3rd Party Apps’ and ensure the app says 'Subscribed'. If it does not, click the 'Allow App to Impersonate Me' button. This will complete the setup.
Once the integration has been set up, cases can be imported into Case Status. There are two ways this can be configured:
The integration allows for both messages and documents in Case Status to automatically sync to the case in MerusCase
Case Status supports open and closed case syncing with the case in MerusCase.
Please refer to our help center article on Meruscase field mapping here.
For additional questions, please refer back to our sales or support team and they will be able to answer specific questions regarding your integration.
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