Integrations

• People directory. Agree how team member names and user accounts are maintained so a worker’s hours can be attributed consistently.
• Project intake. Decide whether projects and organizations are created here or brought from an existing source, then preserve their identifiers during migration.
• File storage. Record the file location on attachments and retain the parent record reference used to find each item.
• Reporting destination. Use approved statuses and their decision receipts when another system needs reviewed hours.

Choose a source owner for each record family. Reconcile identifiers and status values before moving data into a live weekly cycle. A connection should preserve the difference between an individual time entry and a weekly submission and should retain failed receipts as attempts rather than approvals. The team should validate one project week end to end before increasing the volume.