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How do I integrate with OneHQ?

Connect your OneHQ CRM to import advisors and sync message notes

Integrating with OneHQ lets you import your advisors into MyRepChat, and lets MyRepChat log SMS/text messages as Discussions on that advisor's OneHQ profile.

See How Do I Import Contacts From My CRM? for general CRM integration features and behavior that apply across providers.

How Do I Set Up the Integration?

  1. From the Dashboard, go to Settings > Integrations > Connect to CRM.
  2. Scroll down and click the OneHQ box — a secondary section with setup instructions will appear.
  3. Enter your Username (the same one you use to log into OneHQ).
  4. Enter your Access Key, found under your OneHQ account settings after logging in.
  5. Enter your Report ID — a custom report you'll need to build first. See "How Do I Build the OneHQ MyRepChat Report?" below.
  6. Move the Enable toggle to green.
  7. Under Send messages to CRM, select the appropriate checkbox.
  8. Click Save.

For questions about your Username or Access Key, contact OneHQ support directly.

How Do I Build the OneHQ MyRepChat Report?

To search advisors in OneHQ, MyRepChat needs a custom Advisor report.

  1. In OneHQ, go to Reports and click Create a New Report.
  2. Give it any name, select the Advisor resource, and set the limit to 100–250. Click Continue.
  3. Select the following columns to include:
    • First Name
    • Last Name
    • Name
    • Phones – Number
    • Phones – Location (e.g., "mobile" or "home")
    • Emails – Address – Primary
    • Addresses – Line One – Primary
    • Addresses – City – Primary
    • Addresses – Zip Code – Primary
    • Addresses – State Abbreviation – Primary
  4. Layout doesn't matter for the API — arrange it however you'd like if you also plan to run the report directly in OneHQ.
  5. Add two filters — these let MyRepChat search by name or phone number.
    • The filter names must be entered exactly as NameFilter and PhoneFilter — the integration depends on these exact names to work correctly.
      • NameFilter on the Name field — Operation: Not Equals, Value: leave blank.
      • PhoneFilter on the Phones – Number field — Operation: Not Equals, Value: leave blank.
  6. Save the report.
  7. Note the ID shown in your browser's URL bar — this is the Report ID you'll enter into MyRepChat.

    What Is OneHQ's Search Behavior?

    Each CRM has different search behavior and limitations. For OneHQ specifically:

    • Phone searches check all phone fields and ignore punctuation.
    • Phone searches use a "contains" match, so searching just the last 4 digits will still find a match.
    • Name searches use a "contains" match against a combined first + last name field. For example, searching "Tom Jo" would find a contact named "Tom Jones," but "To Jo" would not.
    • Group search isn't currently supported. Let us know if this is something you'd like added.