Zoho Projects Time Tracking Integration Setup
If you use Zoho Projects for project management, tracking time is possible with Hubstaff. To enable this, you have to set it up in your Hubstaff account.
Only the user with an Owner/Organization manager role on Hubstaff can set up an integration.
You must connect your account in order to see tasks that are assigned to you.
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 integration name, as well as the API token that you retrieved from Zoho.
- Click Next.
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/portal.
Next, you’ll be taken to sync your Zoho projects. You can choose to sync all existing projects, or manually choose from a list of projects you wish to connect.
Next, you’ll be asked to connect users to your integration. You can select/unselect all users, choose individual users, and/or automatically add new users to this integration in the future. Click Finish to complete the integration set-up.
Each individual team member will be sent a confirmation email with a link to connect their Zoho Projects account.
After clicking the link, your team members will be taken back to Hubstaff to authorize the integration. They’ll need to obtain their personal API token by clicking here. Click the Connect button to continue.
You’ll be taken to the Zoho page to login to your Podio account. After logging in, the set-up is complete.
Your integration will sync in the next 30 minutes or so. Once it has synced, any of your linked users will be able to see their assigned Zoho tasks in the Hubstaff app and be able to track time to them.
Select the project name from the project list located on the left side of the app, then click the Play button next to the task name on the right-hand side. Zoho supports task completion, and you can press the Complete button to mark the task as completed.
Time tracked to Zoho tasks will appear under the Log Hours section of the Zoho project task page:
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.
The Timesheets module should be enabled on the Zoho workspace as well as each project in Zoho for time logged in Hubstaff to sync. To check, follow the instructions on the image below:
Please make sure the “Log past time” setting is enabled for time to sync back to Zoho as comments. This can be accessed via Settings > Portal Configuration > Task and Timesheet > Timesheet settings.
Tasks can be completed outside of Hubstaff in the project management tool to have the time synced as well.
Zoho allows a maximum of 10 authentication tokens per user.
Time log restrictions on Zoho can cause issues with time logging.
This integration supports logging time back to the integration as comments (only available on the Zoho Projects Enterprise plan). To learn more, click here.
Subtasks are supported by this integration. The administrator just needs to enable SUBTASKS on the Integration settings.
The subtasks feature is only supported on paid Zoho Project plans.
Tasks synchronized with an integration will remain in Hubstaff as a simple task if the integration is deleted.