Encircle Integration

You use Encircle. You use Kahi. Now, you can use them together!

The integration between your Kahi and Encircle platforms currently has two phases:

• Phase 1: job claims created in Encircle automatically create a corresponding job location in Kahi using the same claim address, and the "auto-discovery" feature in your Kahi account will be turned off - this phase is entered automatically once the integration is set up
• Phase 2: your list of Kahi assets with their full specifications can be synced with your Encircle equipment catalog, which can then be used when placing equipment in Hydro - this phase must be turned on by Kahi Customer Success

Setting Up the Integration:

Connecting your Encircle account to your Kahi account will require an Encircle bearer's token. An Admin User of your Encircle account can create a bearer's token in the Bots (Public API) section of your account's Organization Settings. Encircle has a support article available here if more direction is needed.

Once you've got the bearer's token, copy the entire token and paste it into an email to us, sent to support@kahi.io. We will activate the integration for you, which will automatically get you started with Phase 1!

Phase 1: Automatic Job Location Creation

Once the integration is activated for your Kahi and Encircle accounts, Phase 1 begins. This phase will automatically create Inactive job locations in your Kahi account using the Encircle claim address whenever a new claim is made.

The "Policy Holder" name from Encircle will also be ported over as well, and will become the "Name" of the job location in Kahi. If the "Policy Holder" space is left blank in Encircle, the name in Kahi for the job will default to a short address.

Job locations automatically created using the integration will have the Encircle branding added and will include a redirect to review the job claim in Encircle directly:

With job locations being automatically created based on Encircle information, the "auto-discovery" feature of your Kahi account is turned off - you'll no longer have to worry about Confirming or Ignoring suggested job locations!

Please note: If a job is completed outside of Encircle, then that job's coordinates/address will have to be added manually to Kahi to ensure assets taken there are properly tracked. 

Phase 2: Syncing Catalogs

When provisioning assets into your Kahi account, our catalog can smartly read an asset's make, model, and serial number from its nameplate to identify it and pull up all of its equipment specifications! A recent update to this integration implementing Phase 2 will allow you to sync your Kahi asset catalog to your Encircle equipment list.

For the sync to work most efficiently and limit the chance of duplications, we recommend deleting any equipment models you would have added manually to your Encircle account - this will guarantee a 100% match between both platforms. As well, any new assets you provision in Kahi will automatically be added in Encircle as well!

You can follow along with the video below to delete equipment in your Encircle account:

Once the equipment has been deleted, reach out to Kahi Customer Success to let us know that you are ready to activate Phase 2! Phase 2 can be done automatically and must be turned on by us. After we turn it on, all of your Kahi assets will be available for you to use in Encircle as well!

We are actively working with Encircle to deepen the integration between our platforms, and we'll be sure to announce any developments when they do happen!