How to Connect Assignar Integration

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

1. Navigate to "Integrations" by clicking "Integrations" in the left sidebar
2. In the "Assignar Apps" section, find "Assignar Operations Dashboard"
3. Click the "Connect to Assignar" button
4. 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
5. 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)
6. Click "Connect" to establish the integration
7. 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

1. Go to "Integrations" in the left sidebar
2. Find the "Assignar Operations Dashboard" card
3. Click the "Settings" (gear) icon on the integration card
4. In the settings modal, click "Import Data"
5. Select what to import:
   • Projects: Import all active projects
   • Timesheets: Import recent timesheet data
   • Orders: Import confirmed purchase orders
6. Choose your date range for timesheets and orders
7. Click "Start Import"
8. The system will show a progress indicator
9. You'll receive a notification when the import is complete

How to Set Up Automatic Sync

1. Navigate to "Integrations" and click "Settings" on the Assignar card
2. In the "Sync Settings" tab:
   • Auto-sync Timesheets: Toggle ON to automatically sync new timesheets
   • Sync Frequency: Choose "Hourly", "Daily", or "Weekly"
   • Auto-sync Orders: Toggle ON to sync purchase orders (requires job costing)
3. Set your preferred sync time for daily/weekly options
4. Click "Save Settings"
5. Data will now sync automatically based on your schedule

How to Test Your Connection

1. Go to "Integrations" and find your Assignar integration
2. Click "Settings" on the integration card
3. Click "Test Connection" button
4. The system will verify:
   • Your credentials are still valid
   • API access is working
   • Data can be retrieved from Assignar
5. You'll see either "Connection successful" or error details to fix

Common Tasks

Importing Specific Project Data

1. Go to "Integrations" > Assignar Settings
2. Click "Import Data" tab
3. Instead of importing all data, use filters:
   • Project Filter: Enter specific project names or codes
   • Date Range: Set start and end dates for timesheet data
   • Worker Filter: Choose specific workers if needed
4. Select what data types to import (projects, timesheets, orders)
5. Click "Import Selected Data"
6. Monitor the progress in the background jobs tracker

Resolving Sync Conflicts

1. If you see "Sync Warning" status on the integration:
2. Click "Settings" to view the details
3. Common conflicts include:
   • Duplicate Projects: Choose whether to merge or create new
   • Worker Mismatches: Map Assignar workers to Pay users
   • Rate Differences: Select which pay rates to use
4. Review each conflict and make your selection
5. Click "Resolve Conflicts" to apply your choices
6. The sync will continue with your preferences

Managing Large Data Imports

1. For construction companies with extensive data:
2. Go to "Integrations" > Assignar Settings > "Bulk Import"
3. Choose import strategy:
   • Full Import: Import all historical data (may take hours)
   • Recent Data: Import last 3 months of data
   • Selective Import: Choose specific projects or date ranges
4. Schedule the import during off-hours to avoid system load
5. Monitor progress in the "Background Jobs" section
6. You'll receive email notifications when large imports complete

Troubleshooting

If connection fails during setup

• Verify your Client ID and Client Secret are correct
• Check that your Assignar account has API access enabled
• Ensure you selected the correct region (North America vs Australia/NZ)
• Try regenerating your API credentials in Assignar Operations

If automatic sync stops working

• Go to Integration Settings and click "Test Connection"
• Check if your Assignar API credentials have expired
• Verify that Assignar Operations is accessible (not under maintenance)
• Look for error messages in the sync log

If imported data looks incorrect

• Check date ranges - ensure you're importing the right timeframe
• Verify worker mappings between Assignar and Pay systems
• Confirm pay rates are set correctly in both systems
• Review project status filters (active vs. completed projects)

If you can't see the Assignar integration

• Check that you have "Integrations" permission in your role
• Ensure your team subscription includes integration features
• Verify you're in a team account (not personal account)

Tips for Construction Teams

• Import a small test project first to verify data mapping before doing full imports
• Set up automatic sync during non-business hours to avoid disrupting daily work
• Regularly review sync logs to catch any data inconsistencies early
• Use consistent project naming between Assignar Operations and Pay for easier matching
• Train site supervisors on consistent timesheet entry in Assignar to improve data quality

Best Practices for Data Management

• Clean Data Before Import: Review and clean up project and worker data in Assignar before connecting
• Consistent Naming: Use consistent project codes and worker names across both systems
• Regular Monitoring: Check integration status weekly to ensure ongoing sync
• Backup Planning: Export key data before major system changes
• User Training: Train team members on how data flows between the systems

What's Next

After setting up Assignar integration, you may want to:

• Configure Projects to organize your imported data
• Set up Timesheets processing for imported time data
• Configure Pay Rates to match your Assignar rates
• Set up Cost Codes for accurate job costing