How to Connect Assignar Integration

Connecting Assignar Operations lets Assignar Pay pull in the clients, projects, orders, timesheets, workers, and reference data you already keep in Operations, instead of re-entering them.

You connect once from Settings → General. After that, records arrive two ways: automatically on a schedule, or on demand from the page that holds that kind of record.

Connecting and managing the integration is an Owner or Admin job. You'll need your Assignar API Client ID and Client Secret, both of which live in Assignar Operations under Settings.

Connect Assignar Operations

1. Open Settings from the sidebar and stay on the General tab.
2. Find Assignar Integration and click Connect Assignar. (Learn More opens the Assignar API documentation in a new tab.)
3. In Connect to Assignar, pick your Region — North America or Australia / NZ — then enter your Client ID and Client Secret.
4. Under Import Options, turn on what you want brought in straight away:
   • Import last 4 weeks of timesheets
   • Import last 4 weeks of confirmed orders — accounts with Job Costing only
   • Auto-sync from Assignar, which is on by default. Leave it on and pick which Timesheet statuses to sync.
5. Click Connect.

You'll see Successfully connected to Assignar, and the section header changes to Assignar Connected with your region beside it.

Import Options only appears the first time you connect. Your credentials are hidden once saved — to change them, Disconnect and connect again.

Keep data flowing automatically

With Auto-sync from Assignar on, Pay pulls the latest data from Operations every 6 hours. The first run brings in the last 30 days of changes; every run after that brings only what changed since the previous one.

To change what it syncs:

1. Open Settings → General → Assignar Integration and click Settings.
2. In Integration Settings, turn Auto-sync from Assignar on or off.
3. Tick the Order statuses to sync and Timesheet statuses to sync you care about. Only records matching a ticked status are synced.
4. Click Save. You'll see Auto-sync enabled or Auto-sync disabled.

Adding a timesheet status re-imports matching timesheets from the last 30 days on the next sync, so you can widen the filter without losing history.

Don't want to wait for the next scheduled run? Click Run sync now in the same dialog. It confirms with Auto-sync started. Progress will appear in your notifications.

Import records on demand

Auto-sync only covers orders and timesheets. Everything else you bring in yourself, from the page that holds it. Click Import from Assignar on:

• Orders
• Resources → Users → Worker Profiles
• Resources → Activities, Roles, Materials, and Assets

Clients & Projects works slightly differently: open the Create menu and choose Import.

Each page opens its own dialog, so you can import everything or filter down and pick individual records first. Imports run in the background — watch progress in your in-app notifications and carry on working.

Import form and docket templates

Form and docket templates come across from a separate page. Add /integrations to your workspace URL to reach it — it has no sidebar entry, and only an Owner can open it.

1. On the Assignar Operations Dashboard card under Assignar Apps, click Import templates.
2. In Import Assignar templates, search by title and narrow with Template type (Forms or Dockets) and Import status.
3. Tick the templates you want and click Import templates.

Import results lists one row per template you selected, so you can see what was Created, Updated, or Failed. Every imported template arrives unpublished — review it in Forms before crews see it.

When the connection or an import fails

Failed to connect to Assignar. Either the credentials are wrong or the Region doesn't match the Operations host you use. Check both, and regenerate the API credentials in Operations if they still don't take.

Connection test failed. Click Test Connection on Settings → General → Assignar Integration to re-check a connection that has stopped working. If it fails, the stored credentials are no longer valid — Disconnect and connect again with fresh ones.

Contact your account administrator to set up this integration or Contact your account owner to manage this integration. Your role can't manage integrations. Ask an Owner or an Admin.

Import already in progress — Please wait for the current import to complete before starting a new one. Only one import of a given type runs at a time. Wait for the notification that it finished.

Couldn't verify the Assignar integration. Refresh the page to retry. This is on the Clients & Projects Create menu. The integration check didn't complete — reload and try again.

Form templates did not load or Docket templates did not load — Assignar did not return this list. Try again in a moment. Click Try again. Individual templates that can't be read are skipped and reported, and the rest still import.

If data arrives but looks wrong, check the status filters before assuming the sync is broken. A timesheet or order whose status isn't ticked in Integration Settings never syncs, and each import dialog has its own filters on top of that.

What to do next

• Review the Projects that came across
• Process the imported Timesheets
• Line up your Pay Rates against the imported roles and activities
• Check the Cost Codes created from imported activities, roles, materials, and assets