Hubstaff has a number of third party integrations available to help you organize your business. Whether you need to track time in one of the popular project management tools, add your customer relationship management solution, keep your accounting, pay your workforce or bill your clients we are most certainly got you covered with more than 30 integrations and counting.
Table of Contents
- How can I use third party Integrations with Hubstaff?
- What is the process of connecting Hubstaff with an Integration?
- What Integrations are available?
- How do I set up an Integration?
- What do the settings on the Integrations page do?
How can I use third-party Integrations with Hubstaff?
Hubstaff’s integrations are designed so that your projects, tasks and tracking data can be seen in one central location.
This means you can seamlessly use Hubstaff in conjunction with other time management and accounting systems, rather than switching back and forth between multiple services.
For example, say you have created projects and tasks in a project management system such as Asana or Trello. You can simply import them into Hubstaff using our Integrations feature so that your team can track time against them.
What is the process of connecting Hubstaff with an Integration?
Connecting an Integration to Hubstaff is a three-step process.
- First, authenticate your Integration with Hubstaff.
- Second, connect your Projects
- Third, connect your Hubstaff Users to their respective accounts in the Integration.
Once these three steps are complete, your tasks from the third-party integration will populate into Hubstaff’s To-dos section.
What Integrations are available?
Currently, we have the following Integrations available:
PROJECT MANAGEMENT INTEGRATIONS
ActiveCollab, Asana, Breeze, ClickUp, GitHub, GitLab, Insightly, Jira, Liquid Planner, Mavenlink, Paymo, Pivotal Tracker, Podio, Redbooth, Redmine, Teamwork Projects, Trello, Unfuddle, Wrike, Zoho Projects
PAYMENTS, ACCOUNTING, AND INVOICING INTEGRATIONS
Bitwage, FreshBooks, Payoneer, Quickbooks for Windows, Quickbooks Online, Transferwise, Gusto
HELP DESK INTEGRATIONS
How do I set up an Integration?
Authenticating the Integration
The first step in setting up integration is to give Hubstaff permission to share data. This process is called authenticating the integration.
You can find step by step guides on authenticating each Integration with Hubstaff below:
Project Management Integrations
Simple, Agile project management for productive teams
Sprint to the finish line with a better PM software that has the tools you need to get more and integrates with time tracking from Hubstaff.
- Visual workflows
- Multiple assignees
- Estimates & due dates
Payroll powered by Gusto
Sync hours, employees and payroll insights directly with your Hubstaff account
- Setup in a snap
- Run payroll fast
- Make payday a celebration
Accounting & Invoicing
Connecting your Projects
Please note this is a basic summary of the setup process. For a more detailed guide on how to sync up your projects & users, please see our step by step instructions here.
When you go through your Integration’s Set Up Wizard, you will be asked to connect projects to Hubstaff as a part of that process.
However if you want to make any changes, remove or add new projects to your Integration you can do so from the Projects part of the Integration section.
First, please select Settings & Policies from the main navigation menu. Then, click on the name of the integration whose projects you wish to edit.
Make sure the PROJECTS tab is selected. The quickest way to ensure the new projects from your Integration are in sync with Hubstaff is to select the Sync new projects button.
A pop-up dialogue will appear. Click Confirm to begin the syncing process.
To help you better manage the projects within your integration, we have some other features available.
Automatically sync new projects: If you do not wish to manually click the Sync new projects button whenever you create or edit projects within your integration, you can select the Automatically sync new projects toggle. When it is enabled Hubstaff will automatically scan your integration and link up any new projects as they are added.
Connect projects manually: If you wish to pick and choose which projects are added to Hubstaff you can use this option. For a complete guide on how to use this feature, please see here.
Connecting your Users
When you go through your Integration’s Set Up Wizard, you will be asked to connect your team as a part of that process.
However, if you wish to make any changes, disconnect or add new members to your Integration you can do so from the Users part of the Integration section.
Please note: Your team member must first be invited into your Hubstaff organization before they can be connected to your Integration. For more information about how to invite a team member into your organization please see our helpful guide here.
First, please select Integrations from the main navigation menu. Then, click on the name of the integration whose team members you wish to edit.
Make sure the USERS tab is selected. To add a new member to the Integration please click the Add users button.
A pop-up window will appear. Select the Users you wish to connect from the drop-down menu.
Select the Save button. An email with a confirmation link will be sent to all users who were selected. The email will request that they connect their account to configure the integration.
There are other options available to manage the users connected to your integration.
If you do not want to add users automatically to your Integration. Disable Automatically add new users toggle (gray).
If you do want to Automatically scan your integrations and link up any new users as they are added. Enable Automatically add new users toggle (blue).
Disconnecting users: If you do not wish for a user to be connected with your Hubstaff integration, please click on the Actions menu besides their name. Select Disconnect from the drop-down menu to disconnect them from the Integration.
What do the settings on the Integrations page do?
Once your third-party Integration is connected with Hubstaff, you can choose how often you wish for the data to be exported back to the Integration.
Hubstaff currently has two modes of how we synchronize time back to integrations. Either we synchronize the time daily (Daily, Hourly or Delayed) or we synchronize time when the task is completed in Hubstaff (Completed).
- Daily– The time gets synced once per day. (The data gets sent back at midnight UTC.)
- Hourly – The time gets synced once an hour.
- Delayed – Delays your syncing time by a day, to allow for time manual edits. (Delayed sync is currently not supported for Quickbooks.)
- Complete– The time will be pushed back to the integration tool once the task is marked as Complete, please note that not all integrations support task completion. (See the bottom of this page for a list.)
- Off– Will disable synchronizing task time for customers who really do not want it synced. (For customers who do not want the comments added to their tasks with the time information).
Time can either be tracked by project or project and task. If you do not wish for your team to be able to track their time without first selecting a task, you can disable project tracking.
This will add a restriction to your user’s desktop client, forcing them to select a task before they can begin tracking time. Once this setting is enabled, your team will not be able to track their time against a parent project only, they will always have to select a task.
When project tracking is disabled, users will not be able to edit time manually for those projects.
Write back refers to how the data is exported back to the third-party integration’s service. There are two options, the time will be logged as a comment or as native time entries within the third-party integration’s service itself. Most of our integrations allow for native time entries, however, due to the limitations of some of their APIs time will be logged in the form of comments.
For a full list of which integrations support native time entries or comments please see our guide here.
Enabling and Disabling an integration
Enable an integration
Navigate to the Settings & Policies > Integrations menu on the sidebar.
Next to the integration name, click on Actions > Enable integration.
Disable an integration
Navigate to the Settings & Policies > Integrations menu on the sidebar.
Next to the integration name, click on Actions > Disable integration.
Locked time is time that cannot be edited. Whenever time is synchronized with an Integration we mark it as synced and it becomes labeled as locked.
The reason for this is we cannot alter time entries within the Integration system itself, so the two systems would reflect conflicting information. If we were to allow you to unmark time as locked then the time would end up being re-synchronized to the remote system and double-logging the time.
For further information about Locked Time, please see our detailed guide here.
API Integration Options
You can also use our API to import your data to a custom environment without the need to use our website. For more information about our API please see our documentation here.
Please note: Hubstaff Projects can only be connected with 1 integration at a time.