TimeZest

Jason Casuga

Johannah Strobaugh

Seth Wilson

Getting started with connecting TimeZest integrations

Integration Guides

PSA Integrations

Step 1: Creating a Security Level for Autotask

Step 2: Creating an API User for Autotask

Follow the below directions to complete the setup TimeZest Insight for Autotask.

Step 3: TimeZest Insight Setup Guide

Changing your Autotask API credentials with minimal downtime.

Rotating your Autotask credentials

Guide to ensure proper setup of Autotask for TimeZest to honor approved PTO.

Solution: Your clients are able to schedule meetings on top of approved PTO requests

Autotask Setup

Creating an API member and key and configuring these in TimeZest

Step 1: Connecting ConnectWise PSA to TimeZest

Step 2: Creating a custom security role in ConnectWise PSA for TimeZest

Set up the TimeZest Pod, which is the primary interface to TimeZest.

Step 3: Setting up the TimeZest Pod

Changing your ConnectWise PSA API credentials without downtime.

Rotating your ConnectWise PSA credentials

TimeZest can access your instance of ConnectWise PSA via a fixed IP address.

Static IP Addresses for ConnectWise PSA on-prem server

ConnectWise PSA Setup

Step 1: Creating a HaloPSA Role for TimeZest

Step 2: Creating an API Agent for TimeZest

Step 3: Create an API Application

Step 4: Entering Credentials to TimeZest

Changing your HaloPSA API credentials without downtime.

Rotating your HaloPSA credentials

HaloPSA Setup

Automatically schedule a Teams online meeting

Scheduling online meetings with Microsoft Teams

Automatically add a Zoom online meeting to appointments.

Scheduling Online Meetings with Zoom

Online Meeting Integrations

Creating an Access Level and API User so that TimeZest can securely access BambooHR.

Step 1: Creating an API User to access BambooHR

Integrate with BambooHR to prevent appointments from being scheduled during approved PTO times.

Step 2: Setting up BambooHR integration

BambooHR

Configuring Microsoft 365 for TimeZest's Team Integration

Integrate with Microsoft 365 to read availability from, and write appointments to, calendars there.

Scheduling with Microsoft 365

Installing the Microsoft Teams (Messaging) Integration

Microsoft 365

Steps to authenticate and connect your TimeZest account with HubSpot

Step 1: Setting up TimeZest's integration with HubSpot

Step 2: Updating appointment types to include HubSpot actions

HubSpot

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