Integrating CareHQ

After activating your license, connect the plugin to your CareHQ account. We recommend using your developer/test account first.

Create an API Key in CareHQ

1. Log in to your CareHQ admin dashboard and go to the Accounts page.
2. Open the API keys tab and copy your Account ID.
3. Click Add to create a new API key. Give it a name (e.g. "WordPress Plugin").
4. Assign these permissions:
   • Actions — Create & Read
   • Care enquiries — Create & Read
   • Groups — Read
   • Locations — Read
5. Click Save. CareHQ will display the API Key and API Secret — copy both.

Connect the Plugin

1. In WordPress, go to the CareHQ tab in the plugin admin.
2. Enter your Account ID, API Key, and API Secret.
3. Set the API URL to Developer for testing or Production for live use.
4. Click Save.
5. Use the Refresh Locations and Refresh Sales Channels buttons to pull data from CareHQ.
6. Select your preferred Sales Channel from the dropdown.

Troubleshooting

• Double-check your Account ID, API Key, and Secret.
• Make sure the API key has the permissions listed above.
• Try granting all permissions temporarily to rule out permission issues.
• Refresh locations and sales channels again after saving.
• Check that your CareHQ account is active.