Step-by-step guide to connect Assignar Operations with Assignar Pay for seamless data synchronization
What This Feature Does
The Assignar integration automatically syncs your projects, timesheets, orders, and employee data between Assignar Operations and Assignar Pay, eliminating manual data entry and ensuring accurate billing.
Initial Setup
First-Time Configuration
Navigate to "Integrations" by clicking "Integrations" in the left sidebar
In the "Assignar Apps" section, find "Assignar Operations Dashboard"
Click the "Connect to Assignar" button
In the connection dialog, enter your credentials:
Region: Select "North America" or "Australia / NZ" based on your Assignar account
Client ID: Find this in your Assignar Operations under Settings > API
Client Secret: Get this from the same Settings > API section in Assignar
Choose your import options:
Import last 4 weeks of timesheets: Toggle ON to automatically import recent timesheet data
Import last 4 weeks of confirmed orders: Toggle ON to import recent orders (if you have job costing access)
Click "Connect" to establish the integration
You should see "Connection successful" message and the status will show as "Connected"
Required Information
Before you begin, make sure you have:
Admin access to your Assignar Operations account
Your Assignar API credentials (Client ID and Client Secret)
Permission to create integrations in Assignar Pay
Day-to-Day Usage
How to Import Projects from Assignar
Go to "Integrations" in the left sidebar
Find the "Assignar Operations Dashboard" card
Click the "Settings" (gear) icon on the integration card
In the settings modal, click "Import Data"
Select what to import:
Projects: Import all active projects
Timesheets: Import recent timesheet data
Orders: Import confirmed purchase orders
Choose your date range for timesheets and orders
Click "Start Import"
The system will show a progress indicator
You'll receive a notification when the import is complete
How to Set Up Automatic Sync
Navigate to "Integrations" and click "Settings" on the Assignar card
In the "Sync Settings" tab:
Auto-sync Timesheets: Toggle ON to automatically sync new timesheets
Sync Frequency: Choose "Hourly", "Daily", or "Weekly"