How to Connect AxisCare to Willa: A Home Care Setup Guide
Find your AxisCare site number, connect an API token, and confirm new clients reach your care-management account.
Willa can create an AxisCare client record after a family converts, so intake details reach your care team without being re-entered. The handoff is one-way and does not replace AxisCare's scheduling tools.
- • Use your AxisCare site number and API token.
- • Select Test & save in Willa's Integrations settings.
- • The handoff begins at the Client stage.
- • Available in US and Canadian Willa; verify provider residency separately.
Find your site and token
Your AxisCare site number is the part before .axiscare.com in your agency's sign-in address. For example, if you sign in at 12345.axiscare.com, enter 12345. Ask an AxisCare administrator for an API token with permission to read and add clients. If API tokens are not available in your account, ask your administrator or AxisCare support about access.
Connect Willa to AxisCare
- In Willa, open Settings → Integrations and find AxisCare.
- Select Connect. Enter your site number and paste the API token.
- Select Test & save. Willa makes a read request to your site's client API and shows Connected if it succeeds.
- Check with your AxisCare administrator that the token also permits creating clients: the connection check tests a read, not a write.
Willa accepts the site number or the full AxisCare sign-in address and uses the site prefix. It does not ask you to paste a password; keep the token private.
What the handoff contains
Moving a contact to Client triggers a one-way attempt to create an active client in AxisCare. It does not bring schedules, shifts, invoices or existing AxisCare clients back into Willa.
| In Willa | Sent to AxisCare | Note |
|---|---|---|
| First and last name | firstName, lastName | Last name falls back to first name if empty |
| Contact ID | externalId | Identifies the Willa contact |
| Date of birth | dateOfBirth | Sent if available |
| Email and phone | personalEmail, mobilePhone | Sent if available |
| Location | residentialAddress | Sent if available |
| Care needs and hours per week | priorityNote | Sent as text when available |
Willa also sets the new AxisCare client's status to Active.
Test and troubleshoot
- With a contact you are authorised to share, fill in the details your care team needs.
- Move the contact into Client in Willa. Check its activity history for the AxisCare result, then confirm the record in AxisCare.
- If the handoff failed, correct the record or permissions and use Sync to AxisCare on the contact to retry.
Token rejected: Confirm the token is active for that site and can read and create clients. Site not found: Compare the site number with your AxisCare sign-in address. Client rejected: Check the activity result for the provider's validation error; your AxisCare account may require fields beyond those Willa sends.
Willa records a successful handoff per contact to avoid another intentional push. If the record was edited afterward, make changes in AxisCare too; this is not a continuous two-way sync.
Using another care platform? Read the ShiftCare setup guide or the AlayaCare setup guide.
Frequently asked questions
What do I need to connect AxisCare to Willa?
The site number from your AxisCare web address and an API token issued by your AxisCare administrator. In Willa, enter them under Settings → Integrations → AxisCare and choose Test & save.
When will Willa send a client to AxisCare?
Willa attempts to create a client when a contact moves into the Client stage. A Sync to AxisCare action on the contact lets you retry if needed. A successful handoff is recorded so that repeating the action does not deliberately create a duplicate.
Is a date of birth required?
Willa can attempt an AxisCare handoff without a date of birth, although your AxisCare account may impose additional requirements. Check the provider response in the contact's activity history if a record is rejected.
Does a Canadian Willa account make AxisCare data stay in Canada?
No. This connection sends records to your AxisCare account at its axiscare.com site. Check AxisCare's hosting, contract and privacy terms before sharing Canadian client information.
Connect Willa to AxisCare.
Move from a qualified inquiry to an AxisCare client record without re-entering the family's details.