Learn how to connect time-tracking software to Protiv, enabling automated ProPay creation to streamline incentive opportunities for your team.
This guide provides instructions on connecting your time-tracking software to Protiv, enabling automated ProPay creation for streamlined incentive opportunities.
▶️ Watch on Loom:
Watch the Video for a step-by-step demonstration on integrating your time-tracking tool with Protiv.
📌 Key Points Covered:
- Admin Access Only: Only admins can connect integrations.
- Integration Setup: In the navigation pane, select “Integration” to find and connect your time-tracking tool.
- BusyBusy Integration: Enter your username, password, and attendance pull date (two weeks is recommended) to authenticate.
- Aspire and QuickBooks Time: These integrations are more intricate. Visit Protiv’s Knowledge Base for detailed, step-by-step instructions.
- Connection Status: When successfully connected, the integration status turns green.
- Syncing Data: Initial sync may take up to 24 hours; afterward, data syncs every two hours.
- Manual Sync: Use the circular button beside the “Create ProPay” button to force a sync after making changes in your time-tracking software.
📜 Video Transcript:
Okay, so in this video, we're going to talk about how you're going to connect your integration to Protiv. The reason why this is important is it's going to connect your time tracking software and give us the ability to automate the ProPay creation process, which is the creation of the incentive opportunities for your workers.
To be clear, admins are the only ones that can do this. On the left-hand side of the navigation pane, you're going to click on “Integration.” You can either search for your integration at the top or scroll down to select it. Follow the prompts to connect, such as entering your username, password, and the attendance date you want to pull from. For most people, two weeks is sufficient.
Authenticate and follow the steps on the screen to get everything set up. For more intricate integrations, like Aspire and QuickBooks Time, go to Protiv’s Knowledge Base at help.protiv.com, which mirrors Protiv’s software. You can find step-by-step instructions under “Integrations” or use the search bar for specific tools like Aspire.
Once connected, the status will switch to green, indicating a successful connection. Initial data syncs take up to 24 hours, depending on the amount of information. After that, data syncs every two hours. There’s also a circular button next to the “Create ProPay” button to force a sync. For example, if you make time adjustments in Aspire or QuickBooks Time, click this button to update your data immediately.
That’s all you need to do for integration setup—super simple!