At some point, you may decide to transition from your current timekeeping system to another—whether that’s switching to a system Parallax integrates with or moving to Parallax Timesheets. This is a supported and relatively smooth process, but there are a few important steps to ensure a successful transition.
What is involved in the process?
Parallax when ready, will disconnect the Timekeeping integration from your Parallax Instance - No data is altered or destroyed by doing this.
We then will re-map all existing Parallax client ID's and swap out the Timesheet Company (Current) ID's for the Timesheet Company (New) ID's
We will then remove the Timekeeping Company (Current) external ID's from People Records
An individual at your organization must have the highest admin permissions (example: Super Admin) and then go to Parallax Integrations (Settings) and once notified by Parallax will click to connect to NEW Timekeeping system (other than PX Timesheets) and go through the authentication process and syncing it once done. This will then associate the external ID's to the people records via an email (people) match
Parallax will then disassociate all project offerings from the old Timekeeping projects IDs (timesheet actuals are destroyed/removed)
Finally, Parallax will associate all project offerings from the NEW timekeeping system projects so it all comes back together!
Moving Forward:
1. Notify Your CSM or Contact Support
Before making any changes, please reach out to your Parallax Customer Success Manager or submit a ticket via Support. Be sure to provide a target changeover date, as we will need to schedule this work with our Development Team accordingly.
2. Confirm Integration Compatibility
It’s important to verify that Parallax supports integration with the new timekeeping system. We recommend checking in with us before committing to a change so we can confirm compatibility and avoid unnecessary disruptions.
3. Export Time Data from Your Current System
Parallax strongly recommends exporting all project and timesheet data from your current timekeeping system. This export will serve two critical purposes:
Historical reference for completed or on-hold projects.
Continuity of data for in-progress or upcoming projects that require time data to be carried over from the old system into the new system.
Basically, whatever you expect to see in Parallax after the change should be exported and provided to Parallax for the transfer.
Important: If you disconnect your current timekeeping system before exporting this data from old system and then importing to new system results in all historical time actuals lost and cannot be recovered.
4. Complete the Re-mapping Template
If you are moving to a timekeeping system that is from a third-party (not Parallax) you will need to do a full export of all projects, people and time that also includes the client ID's and project ID's. Next, you will need to create the clients in the NEW timekeeping system and then add a column for the new ID's on the worksheet and send to Parallax.
If you are moving to Parallax Timesheets, you will be using that exported data to import the time & data back into PX.
5. Allow Time for Processing
Please plan for a 7–10 business day turnaround (Holiday time takes longer) for our team to prepare for the actual Timesheet change. The transition itself only takes about 2-3 hrs.
While it may be completed sooner, requests are scheduled in the order received alongside other client work. We’ll do our best to meet your timeline. It is important that all timekeeping cease during the time of the integration change to avoid any hiccups or data errors' from occurring.
If you have any questions or would like help preparing for this transition, your Customer Success Manager is here to support you every step of the way.