This article provides a step-by-step guide on how to integrate your Jobtread time tracking system with Protiv to automate time tracking and eliminate manual data entry, ensuring accuracy and efficiency in your bonus program.
Integrating your Jobtread time tracking system with Protiv streamlines your bonus program management by automating time data transfer and minimizing errors associated with manual uploads.
Why Integrate Jobtread with Protiv? 🏆
- Eliminate Manual Time Uploads: The integration removes the need for manual time entry, saving you valuable time and effort.
- Reduce Data Errors: By automating data transfer, the integration minimizes the risk of human errors that can occur during manual uploads.
- Ensure Accuracy: The direct connection between Jobtread and Protiv ensures that your bonus program operates with accurate and up-to-date time data.
Prerequisites
- Admin Access: You'll need administrative privileges in both Protiv and Jobtread to establish the connection.
- Google Chrome: We recommend using Google Chrome as your web browser for optimal security and compatibility during the integration process.
Step-by-Step Integration Guide
- Open Protiv:
- Launch Google Chrome and navigate to https://app.protiv.com.
- Log in to your Protiv account using your credentials.
- In the left-hand navigation pane, click on Integrations.
- Locate the Jobtread integration.
- Click the Connect button. A pop-up window will appear with fields for Grant Key and Attendance Import From Date. Leave this window open for now.
- Open Jobtread:
- Open a new tab in Chrome and go to https://app.jobtread.com/settings/integrations/api/grants
- Enter your Jobtread login credentials and click Log In.
- Configure Jobtread API:
- Select the Add New Grant option
- In the Description field, enter "Protiv".
- Copy the Grant Key from the Jobtread tab.
- Enter Jobtread Grant Key credentials in Protiv:
- Go back to the Protiv tab and paste the copied Grant Key into the corresponding field in the Protiv pop-up window.
- Set Attendance Import Date in Protiv:
- In the Attendance Import From Date field in Protiv, enter the earliest date from which you want to pull time data.
- Consider going back a week or a month, but remember that the initial sync may take longer for larger date ranges.
- Click the Authenticate button.
- A pop-up window will appear, From Organization drop down menu, select your company name
- From the Job type drop down menu select The Desired Job type
- Finalize connecting the integration
- On the Protiv Application, click on save
- Wait for Connection
- There may be a brief delay (15-30 seconds) while the connection is established between the two software platforms.
🎉 Congratulations! You have successfully connected your Jobtread integration to Protiv! This will bring over work tickets, opportunities, users, schedule, time, services, and budgets.
- Initial Sync Time: The first sync may take up to 24 hours, depending on the amount of data being transferred. Don't be alarmed if you don't see data flowing right away.
- Sync Frequency: Subsequent syncs occur approximately every two hours.
- Manual Sync: You can manually force a sync in Protiv if you need to update data immediately.
Troubleshooting Tips 🛠️
- Incorrect Login Credentials: The most common issue is entering the wrong username or password. Double-check your credentials, ensuring there are no extra spaces before or after. If needed, reset your Jobtread password and try again.
- Rare Software Bugs: In rare cases, a bug in Jobtread's software might cause connection issues. If you've verified your login credentials and are still experiencing problems, please contact Protiv support.