--- title: Set Up the AgingCare Integration description: Set up the AgingCare integration to retrieve new referrals, create client profiles, map referral data, and automate client management in EngineHire. --- [Skip to content](https://learn.enginehire.io/en/knowledge/set-up-the-agingcare-integration#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Settings](https://learn.enginehire.io/en/knowledge/settings?hsLang=en) # Set Up the AgingCare Integration ## Set up the AgingCare integration to automatically retrieve new referrals and create client profiles in EngineHire. Configure the AgingCare account, create the required client builders, schedule the scraper, and map AgingCare information to the appropriate client profile fields. Once configured, EngineHire can regularly retrieve new AgingCare referrals and add them as clients, allowing you to manage the referral information directly from the client profile and apply additional automations based on the client's status. Let’s get started 🚀 ### **Create an AgingCare Account** Create an AgingCare account in Enginehire to connect your AgingCare credentials and configure how new referrals are added as clients.    **Step 1**: On your agent dashboard, click **More** \> **Global Settings** as shown in the screenshot below.    ![image48](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image48.png?width=670&height=306&name=image48.png)   **Step 2**: Scroll tabs to the left and click the **Backup Care Assistant** tab.    ![image8](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image8.gif?width=670&height=321&name=image8.gif)   **Step 3**: Click the **Accounts** option to expand it.   ![image46](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image46.png?width=670&height=305&name=image46.png)   **Step 3**: Click the **Add** button.   ![image27](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image27.png?width=670&height=164&name=image27.png)    **Step 4**: Enter a name for the account.   ![image28](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image28.png?width=670&height=90&name=image28.png)   **Step 5**: Select **AgingCare** as the **Type**.   ![image60](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image60.png?width=670&height=308&name=image60.png)   **Step 6**: Select **AgingCare** in the **Select the type when creating a new client from AgingCare** field.  This is important because it determines the **type assigned to a client when Enginehire creates their profile from a scraped referral**.    ![image3](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image3.png?width=670&height=309&name=image3.png)   **Step 7**: Scroll down to the bottom, and click the **Submit** button to proceed.   ![image43](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image43.png?width=670&height=229&name=image43.png)    **Step 8**: The account will be created successfully.   ![image32](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image32.png?width=670&height=212&name=image32.png)   ### **Schedule the Scraper** Schedule the scraper to regularly check for new referrals and create client profiles using the profile builder you will select.    **Step 1**: On your agent dashboard, click the **Shift Job Calendar** in the top navigation bar.   ![image53](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image53.png?width=670&height=159&name=image53.png)    **Step 2**: Click the icon as shown in the screenshot below to open the **Search and Filter** tools.   ![image57](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image57.png?width=670&height=152&name=image57.png)   **Step 3**: Click the **Select Backup Care Assistant Accounts** box to open the dropdown list.   ![image30](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image30.png?width=670&height=192&name=image30.png)   **Step 4**: Select the **AgingCare** account you created.    ![image15](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image15.png?width=670&height=135&name=image15.png)    **Step 5**: Select the **builder** that you want to use to create the client profiles from AgingCare referrals.  The selected builder determines where the information scraped from AgingCare is stored in the newly created client profile. To learn how to create the required builders, refer to the [**Create the AgingCare Builders**](https://learn.enginehire.io/en/knowledge/set-up-the-agingcare-integration#create-the-agingCare-builders) section below.    ![image9](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image9.png?width=670&height=150&name=image9.png)   **Step 6**: Click the **Arrow** icon next to the **Run Backup Care Assistant** button.    ![image41](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image41.png?width=670&height=142&name=image41.png)   **Step 7**: Enter the number of hours between each scraper run in the **Select Number of Hours to run Backup Care Assistant** field.    This field uses hours as the interval. For example, entering **0.05** means the scraper runs every **0.05 hours**, which is **3 minutes**. Enter a higher value to run the scraper less frequently.  ![image21](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image21.png?width=670&height=82&name=image21.png)   **Step 8**: Select the **Send Now** option in the **Specify the time for first scheduled task** field. Then, click the **Submit** button.   For demonstration purposes, we selected **Send Now**. You can select another available option as needed.    ![image50](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image50.png?width=670&height=257&name=image50.png)   ### **Create the AgingCare Builders** Create the required **Section, Application, and Profile builders** to define where the information retrieved from AgingCare referrals will be stored in the client profile.    #### **AgingCare Client Section** Create a section with the fields needed to store the information retrieved from **AgingCare** referrals.     **Step 1**: On your agent dashboard, click **More** \> **Application & Profile Builder** as shown in the screenshot below.   ![image54](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image54.png?width=670&height=306&name=image54.png)   **Step 2**: Click the **Add** button.   ![image4](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image4.png?width=670&height=122&name=image4.png) **Step 3**: Under the **Basic Setup** option, enter a name for your builder, select **Section** as the **Builder Type**, **Client** as the **User Type**, and **General** as the **section type**.    We have already created this section for demonstration purposes.   ![image24](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image24.png?width=670&height=246&name=image24.png)   **Step 4**: Now you need to add the fields in the section, to add the same click the **Add Field** button.   ![image34](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image34.png?width=670&height=161&name=image34.png)    **Step 5**: Enter the **Field Label** and the **Profile Label**.   ![image10](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image10.png?width=670&height=147&name=image10.png)   **Step 6**: Select **Textbox** as the **Field Type**.    ![image6](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image6.png?width=670&height=178&name=image6.png)   The model will be automatically selected for the field when you select **Textbox** as the **Field Type**.   ![image16](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image16.png?width=670&height=243&name=image16.png)    Below are the field(s) you need to add in this section.   Select **Textbox** as the **Field Type** for all the fields you add, except for the following fields: - **Main Contact Name**: Select **name** as the **Model**. - **Main Contact Email Address**: Select **email** as the **Model**. - **Main Contact Phone Number**: Select **phone** as the **Model**. ![image13](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image13.gif?width=670&height=217&name=image13.gif)   ![image22](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image22.gif?width=670&height=235&name=image22.gif)    **Step 7**: After adding all the fields as above, click the **Save** button.   ![image26](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image26.png?width=670&height=151&name=image26.png)    #### **AgingCare Client Application** Create an application builder and add the AgingCare client section to define the application structure used for the client profile.    Create a new application builder by entering a name, selecting **Application** as the **Builder Type**, and selecting **Client** as the **User Type**.    ![image25](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image25.png?width=670&height=168&name=image25.png)   Add the **Field Label** and **Profile Label**, select **Section** as the **Field Type**, and select the section you created above in the **Section Builder** option.    ![image20](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image20.png?width=670&height=247&name=image20.png)   Click the **Save** button.   ![image1](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image1.png?width=670&height=190&name=image1.png)   #### **AgingCare Client Profile** Create a profile builder and add the AgingCare client section so the information retrieved from AgingCare can be stored in the client profile.    Create a new profile builder by entering a name, selecting **Profile** as the **Builder Type**, selecting **Client** as the **User Type**, and selecting the application builder you created previously.    ![image58](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image58.png?width=670&height=218&name=image58.png)   Add the **Field Label** and **Profile Label**, select **Section** as the **Field Type**, and select the section you created above in the **Section Builder** option.    ![image17](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image17.png?width=670&height=247&name=image17.png)   Click the **Save** button.   ![image1](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image1.png?width=670&height=190&name=image1.png)   ### **Map AgingCare Fields to Client Profile Fields** Map each field retrieved from AgingCare to the corresponding field in the AgingCare client profile builder so the scraped referral information is stored in the correct location.    **Step 1**: Follow the same steps **1-2** in the [**Create an AgingCare Account**](https://learn.enginehire.io/en/knowledge/set-up-the-agingcare-integration#create-an-agingCare-account) section.   **Step 2**: Click the **AgingCare** option to expand and view its details.   ![image52](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image52.png?width=670&height=311&name=image52.png)   **Step 3**: Click the **+** button to add a new mapping.   ![image7](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image7.png?width=670&height=130&name=image7.png)   **Step 4**: Select the **AgingCare** field that you want to map after the referral is scraped.    ![image59](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image59.png?width=670&height=163&name=image59.png)   **Step 5**: Select the corresponding field from the AgingCare client profile builder that you want to map to the selected AgingCare field.    ![image36](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image36.png?width=670&height=217&name=image36.png)   The settings will be saved automatically.   ![image18](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image18.png?width=670&height=217&name=image18.png)   **Step 6**: In the same way, add the remaining field mappings.    ![image14](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image14.png?width=670&height=373&name=image14.png)   ### **Email Automation for AgingCare Referrals** Use a status-change email notification to automatically contact new clients created from AgingCare referrals.    **Step 1**: Log in to your agent dashboard, and click **More** \> **Email Templates** as shown in the screenshot below.   ![image29](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image29.png?width=670&height=306&name=image29.png)    **Step 2**: Click the **Add Template** button.   ![image42](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image42.png?width=670&height=174&name=image42.png)   **Step 3**: Enter a name for the email template.   ![image47](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image47.png?width=670&height=163&name=image47.png)   **Step 4**: Add **Internal Notes** for your template if you want to.    To learn more about the internal notes in the email template, refer to the [**Add Internal Notes to Email Templates**](https://learn.enginehire.io/en/knowledge/add-internal-notes-to-email-templates?hsLang=en) article.  ![image45](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image45.png?width=670&height=208&name=image45.png)   **Step 5**: Select the **Client** option from the dropdown list in the **Type** field.      ![image49](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image49.png?width=670&height=231&name=image49.png)   **Step 6**: Select **Status Change Notification** option from the drop down list as the **Trigger**.     ![image19](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image19.png?width=670&height=236&name=image19.png)   **Step 7**: Select the status in the **Status** field on which you want to trigger the email.   For demonstration purposes, we have selected the **Pre Application** status.   ![image35](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image35.png?width=670&height=216&name=image35.png)    **Step 8**: Click the **Next: Sender and Recipients** button.   ![image2](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image2.png?width=670&height=253&name=image2.png)   **Step 9**: Click the **Control who receives this email** option to expand it.   ![image38](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image38.png?width=670&height=217&name=image38.png)   **Step 10**: Select **AgingCare** in the **Types** field to ensure the email is sent only for clients assigned the AgingCare type.    ![image37](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image37.png?width=670&height=220&name=image37.png)    **Step 11**: Click the **Next: Content** button.   ![image39](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image39.png?width=670&height=286&name=image39.png)   **Step 12**: Enter the **Subject** and **Body** of the email template.   ![image51](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image51.png?width=670&height=303&name=image51.png)   You can also use tags in the email body to dynamically insert information into your email, eliminating the need to type it manually each time. Click on the tag to copy it and paste in the email template body as needed.   ![image33](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image33.gif?width=670&height=299&name=image33.gif)   **Step 13**: Click the **Create** button to proceed.   ![image40](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image40.png?width=670&height=209&name=image40.png)   The email template will be created successfully.    ![image31](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image31.png?width=670&height=195&name=image31.png)   ### **SMS Automation for AgingCare Referrals** Use a status-change SMS notification to automatically send a message to clients created from AgingCare referrals.    **Step 1**: On your agent dashboard, click **More** \> **SMS Templates** as shown in the screenshot below.   ![image44](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image44.png?width=670&height=306&name=image44.png)   **Step 2**: Click the **Add Template** button.    ![image5](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image5.png?width=670&height=141&name=image5.png)   **Step 3**: Enter a name for the SMS template.  ![image55](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image55.png?width=670&height=151&name=image55.png)   **Step 4**: Select **Client** as the **Type**, **Status Change Notification** as the **Trigger**, **AgingCare** in the **Categories** field, and **Pre Application** as the **Status**.    For demonstration purposes, we have selected the **Pre Application** status. ![image23](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image23.png?width=670&height=229&name=image23.png) **Step 5**: Enter the message you want to send to the client.    You can also use tags in the message to dynamically insert information into your SMS, eliminating the need to type it manually each time. Click a tag to copy it, then paste it into the message as needed.    ![image56](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image56.gif?width=670&height=263&name=image56.gif)   **Step 6**: Click the **Create** button to proceed.    ![image11](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image11.png?width=670&height=193&name=image11.png)   The SMS template will be created successfully.   ![image12](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Settings/Set%20Up%20the%20AgingCare%20Integration/image12.png?width=670&height=283&name=image12.png)   - [Onboarding](https://learn.enginehire.io/en/knowledge/onboarding?hsLang=en) - [Application Forms & Profiles](https://learn.enginehire.io/en/knowledge/application-forms-profiles?hsLang=en) - [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#main-content) - [Documents](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#documents) - [Jobs](https://learn.enginehire.io/en/knowledge/jobs?hsLang=en) - [Payments](https://learn.enginehire.io/en/knowledge/payments?hsLang=en) - [Integrations](https://learn.enginehire.io/en/knowledge/integrations?hsLang=en) - [App](https://learn.enginehire.io/en/knowledge/app?hsLang=en) - [For Candidates & Clients](https://learn.enginehire.io/en/knowledge/for-candidates-clients?hsLang=en) - [Backup Care](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#main-content) - [Instant Book](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#instant-book) - [Data Import & Export](https://learn.enginehire.io/en/knowledge/data-import-export?hsLang=en) - [Reporting & Logs](https://learn.enginehire.io/en/knowledge/reporting-logs?hsLang=en) - [Error](https://learn.enginehire.io/en/knowledge/error?hsLang=en#main-content) - [Authentication](https://learn.enginehire.io/en/knowledge/error?hsLang=en#authentication) - [Settings](https://learn.enginehire.io/en/knowledge/settings?hsLang=en) - [Domain](https://learn.enginehire.io/en/knowledge/domain?hsLang=en) - [Webinars and Training](https://learn.enginehire.io/en/knowledge/webinars-and-training?hsLang=en) - [Ways to Grow and Make More Money](https://learn.enginehire.io/en/knowledge/ways-to-grow-and-make-more-money?hsLang=en) - [Placements](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#main-content) - [Job Board](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#job-board) - [Enginehire Team Internal Videos](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#main-content) - [Settings](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#settings) - [AI](https://learn.enginehire.io/en/knowledge/ai?hsLang=en) - Home - Products - Pricing - Blog - Company [![Chill listening crop-3](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0-1.png?width=68&height=24&name=enginehire%20logo%20thin%20dark%201.0-1.png "Chill listening crop-3")](https://enginehire.io) Enginehire Help Center Copyright © 2026, Enginehire Inc.