Connect ExakTime to Protiv, find your Company ID, set a sync start date, and learn how syncing works—including manual refresh options.
Connecting your ExakTime account to Protiv allows you to automate ProPay creation and bonus calculations based on time-tracking data. This guide will walk you through the connection process and key configuration details to ensure a smooth integration.
âś… Step-by-Step Instructions
1. Log into Protiv
- Make sure you have an active Protiv account with admin access.
- Log in and navigate to the left-hand menu.
2. Open the Integrations Page
- In the left-hand menu, scroll down and click Integrations.
- In the search bar or list, find ExakTime and click Connect.
3. Gather Your ExakTime Credentials
You’ll need the following information from your ExakTime account:
- Username
- Password
- Company ID
🔍 Need help finding your Company ID?
Refer to this official ExakTime help article:
What is My Company ID for ExakTime?
4. Enter Your Credentials and Authenticate
- In Protiv, enter your ExakTime credentials.
- Your Company ID should match your ExakTime domain (e.g.,
CompanyName.exaktime.com
→ Company ID =CompanyName
).
⚠️ Do not include spaces in the Company ID field. - Click Authenticate.
5. Set Your Sync Start Date
To avoid importing test or invalid data, only sync from the date your company began using ExakTime consistently.
- We recommend starting on or after your official go-live date.
- Use the sync settings to define this start date during setup.
6. First Sync Duration
- The initial sync can take up to 24 hours, depending on your data volume.
- After that, time data syncs with Protiv every 2 hours automatically.
7. Force a Sync (Optional)
- If you've made edits to time entries in ExakTime and want to pull updates into Protiv immediately, use the circular refresh icon next to Create ProPay to trigger a manual sync.
8. Best Practices
- Only import finalized time data—avoid syncing in-progress time entries for the current week.
- If needed, filter out current-week data until payroll is finalized.
- Ensure labor budget information is available—either as:
-
A percentage of contract price, or
-
Predefined hourly budgets in ExakTime.
-
đź§ Summary
- Navigate to Integrations → ExakTime in Protiv.
- Enter your Username, Password, and Company ID.
- Start sync from your actual go-live date.
- Use manual sync when adjusting recent data.
- Finalize time entries before syncing.