Linking projects and connecting users in integrations

Link Projects and Users

Linking projects and users is the final step in setting up an integration.  This step ensures that only authenticated users are able to track time against an integration’s tasks, cards, or issues.

When doing so, you’ll see an Overview section where you can link integration projects and users to your Hubstaff projects and users.  Likewise, you can manage these connections from the Projects and Users sections of the integration.

 

Table of Contents:

  1. Linking Projects
  2. Linking Users
  3. Unlinking Projects/Users

 

Linking Projects

Step 1

Click on Integrations on the left menu then click on the integration name.

Step 2

Click on the Projects tab, then either click on the Connect projects manually button, or the Connect projects option.

Step 3

Select the integration project that you’d like to link in the left dropdown field.

In the right-side field, you can select the specific Hubstaff project you’d like to link to that integration project or leave it blank to have a new project created matching the integration project. You can also click the Connect all projects button to link all existing projects into Hubstaff.

 

Click Save.

 

Linking Users

Step 1

Navigate to Integrations on the sidebar, then click on the integration name.

Step 2

Select the Users tab, then click on Add users.

Step 2

In the Link Users dialog, you can click on the user field to select specific team members, or click the Select All option add all members to the field.  Click the Notify button, and an email with a confirmation link will be sent to all selected users, informing them to connect their account.

 

Step 3

Upon clicking the link, you will be taken to your Hubstaff web dashboard to authorize the connection to your organization’s integration. Follow the steps, then click Connect to confirm, then you will receive a popup saying that you’ve successfully created the user connection.

Once you have linked the projects and the users in your account, you can expect the integration to sync in the next 5-10 minutes or so. The integration will continue to sync automatically on its own after that point. Currently, when you add a new project in the project management third-party provider, you need to access the integrations page in Hubstaff ⟶ refresh the projects list ⟶ link the new project ⟶ assign team members to the Hubstaff project that’s linked to the newly added project. You can auto-add users to every project that you link/create automatically. Click here to learn how to enable this option in your organization settings.

Note: Un-linking and re-linking a project “disassociates” the tasks from the integration. So if you unlink and relink a project you will end up with two copies of all those tasks. Furthermore, any issue that is occurring with the integration will not be fixed by relinking the projects, and doing so will stop our developers from debugging the issue successfully.

To unlink projects or users, simply click on the projects or the users tab. Then, click the checkbox next to the projects or users you’d like to unlink, and the Batch actions > Disconnect button will appear right above.

Hubstaff integrations also feature write back and task completion, which means that time tracked on specific tasks can be posted to the third-party services and tasks can be completed from the Hubstaff app. This is not supported by all services. Learn more about integration write back and task completion >>

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