Zoho Projects Time Tracking Integration Setup
To set up the Zoho Projects time tracking integration, simply follow the instructions below.
First you must connect your account in order to see tasks that are assigned to you. Also, connecting an integration allows for time to be sent back to the third-party software.
Make sure you are on the correct organization by clicking on the top right corner of the page, then click on Integrations on the sidebar menu. Next, select the Zoho Projects logo from the list of available integrations.
Get your API Token from https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoProjects/projectsapi.
- Enter your API token that you retrieved from Zoho.
- Click the Create Integration button.
You should see a message that says the integration was successfully created.
After clicking on Create Integration, you’ll be asked to select a Zoho Portal. If you are unable to select a portal, you’ll have to create a portal on the Zoho Projects settings: https://projects.zoho.com/portals.
After clicking on Save, the integration has been connected.
Next, you need to link your projects and users in the final step. See how to link your Hubstaff projects and users and finish the integration setup.
Tasks might not sync right away and can take approximately 5 minutes after linking your team. Also, please keep in mind that each time you add a new project or user to your project management tool, the integration needs be refreshed in Hubstaff for those changes to take effect, then link those accordingly.
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.
Tasks can be completed outside of Hubstaff in the project management tool to have the time synced as well.
Subtasks are not supported with this integration.
Tasks synchronized with an integration will remain in Hubstaff as a simple task if the integration is deleted.