Basecamp in Invotrak
February 19th, 2009 by ryanLet’s keep the updates coming for Invotrak with another new feature: Basecamp integration! Every user (subscriber and free) can now connect their clients to Basecamp accounts and pull data into Invotrak.
If you’re not already familiar with Basecamp, it’s a great project management and collaboration tool used by a lot of people (freelancers and large companies alike). In many cases, you may be working with a client that has a Basecamp account setup. Using Invotrak, you can now connect to that Basecamp account and import items into Invotrak!
Check out the screencast to see it in action:
Here’s how it works. First, you need to enable API access in your Basecamp account (the Basecamp Account Holder must set this). Once that’s done, log into Invotrak and go to your Clients section. Then, choose the client to link the Basecamp account to, and click the Setup Basecamp Access link (it’s in the bottom-right of the client page). Enter your Basecamp account details and click the Continue button.
You can also assign one or multiple projects to a particular client. In some cases, you may have a Basecamp account for several clients or projects. When setting up Basecamp access, just select the projects you’d like to associate with the client.
Now, let’s add a timesheet entry based on a Basecamp ToDo item. Go to the Timesheets section. Either do Manual Entry or start the timer with the Punch clock and do some work. Next, click the client that has Basecamp access and click the Select From Basecamp link. This will bring up a dialog that lets you choose the ToDo item (from ToDo lists, to keep things organized). Click your ToDo item and then save your timesheet entry. You can also click outside the dialog box to cancel
We’re working on further Basecamp integration now, and we’ll have more updates soon. As always, be sure to let us know what you think!
