Connecting Basecamp

Introduction:

By connecting your Basecamp account with primaERP TIME TRACKING, the Basecamp's projects and tasks are automatically synchronized, allowing you to track the time over a single application.

You can set the time when primaERP will daily synchronize the time record results with Basecamp.

Keep in mind that you will not be able to edit the projects and tasks from Basecamp in primaERP TIME TRACKING.

The synchronization of the data between the applications is carried out based on each primaERP account member´s email. It means that Basecamp looks-up the e-mail addresses of the primaERP users among the Basecamp database. Once a match is found, Basecamp will register the time tracked in primaERP, under this user's account in Basecamp. If no match is found, Basecamp will register the tracked time under the user, who connected primaERP with Basecamp.


Index
  1. Connect a Basecamp account
  2. The Connect Basecamp windows
  3. Editing the Basecamp connection
  4. Synchronizing the Time Records with the Basecamp account
  5. Disconnecting the Basecamp account
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1. Connecting Basecamp:


The action can be performed just by the account owner, the account members will have this option disabled.

A) Click on the settings symbol, which is located at the top right side of the main menu.



B) Select "Account settings" from the sub-menu.


C) Select the Integration tab.


D) You will see the list of external services that could be synchronized with primaERP TIME TRACKING.

E) In Basecamp section click on the „Connect“ button.

 

F) It will open the Basecamp connect window; fill in the details.

G) Click on "Submit".

2. The Basecamp connect windows:

Account ID: Write the name of your Basecamp account.

Username: Enter your Basecamp username.

Password: Enter your Basecamp password.

Synchronize at: Set the time when primaERP will daily synchronize the time record results with Basecamp.





3. Editing the Basecamp connection:

This action can be performed just by the account owner; the account members will have this option disabled.

 

A) Click on the settings symbol, which is located at the top right side of the main menu.


B) Select „Account settings“.

C) Select the Integration tab.


D) You will see the list of external services that could be synchronized with primaERP TIME TRACKING.

E) In the Basecamp section, you will see the name of your account. Click on it.


F) Select „Change the settings“; it will open the Basecamp connect window, where you can edit the information.

F) Click on "Submit" to save the changes.



4. Synchronizing the time records with the Basecamp account:

The time when primaERP will synchronize daily the time record results with Basecamp could be establish while you connect or edit Basecamp.

In order to synchronize the time record results manually, please follow these steps:


A) Click on the settings symbol, which is located at the top right side of the main menu.


B) Select „Account settings“.

C) Select the Integration tab.


D) You will see the list of external services that could be synchronized with primaERP / TIME TRACKING.

E) In Basecamp section you will find a button with the name of your Basecamp account, click on it.

 

F) Choose the "Synchronize Now".



G) In the bottom of the Basecamp section it will display a message indicating whether the last synchronization was successful or not, including the date and time.

The possible messages you will find here are:

  • Synchronization with Basecamp in progress.
  • It has not been synchronized yet.
  • Synchronization successfully at {date and time}.
  • There was an error {date and time}.

5. Disconnecting the Basecamp account:


A) Click on the settings symbol, which is located at the top right side of the main menu.


B) Select „Account settings“.

C) Select the Integration tab


D) You will see the list of external services that could be synchronized with primaERP TIME TRACKING.

E) In Basecamp section you will find a button with the name of your Basecamp account, click on it.

F) Choose the option "Disconnect".




Help Center

Working in a team, only the primaERP account owner will be able to establish the connection with a basecamp account. This action will automatically give each account member his/her own basecamp projects thus allowing them to track their own time and sync the data if necessary.

The synchronization of the data between the applications is carried out based on each primaERP account member´s email. It means that Basecamp looks-up the e-mail address of the primaERP user among the Basecamp database. Once a match is found, Basecamp will register the time tracked in primaERP under the user's account in Basecamp. If no match is found, Basecamp will register the tracked time under the user, who connected primaERP with Basecamp.

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