Overview
Parallax works by integrating with tools your team is already using. These integrations populate your people, projects, and actual hours worked. This article will explain how to set up and authenticate your company's integrations within Settings > Integrations.
Current Available Integrations
CRM:
Copper, Hubspot, Pipedrive, Salesforce, Notion CRM Lite, and Zoho
Timesheet Systems:
Advantage, Clockify, Harvest, Jira, Kimai, Toggl, Everhour, NetSuite, Noko, Redmine, Replicon, Teamwork, and Tempo.
How it Works
Start by connecting your CRM and Timesheet tools. In this example, we are showing the process of setting up HubSpot and Harvest, but you'll see the CRM and timesheet tools that your company uses. As for PM tools, you will have the option to connect to Asana and/or Jira.
The Settings/Integrations page before a Timesheet is connected.
The Settings/Integrations page after a Timesheet is connected.
CRM Set-Up
1. On the Settings/Integrations page, click "Connect" to your CRM tool.
2. After clicking "Connect" to the CRM, you will be redirected to log in through your CRM tool. With a successful login, you will be redirected back to Parallax and asked to select the stages you'd like to bring in (Pitching, Contracting, Won, etc). Click "Sync & Save".
3. Notice you're connected and have the option to disconnect. CRM stages can be edited at any time by clicking "Edit Integration".
Action Required!
Identify Active Projects
When Parallax is first connected to your CRM, all of your "Closed Won" sales deals become active projects, even those that may already have been completed. However, by default Parallax displays all active projects as "excluded", allowing you to select only the projects that are still active.
To identify your active projects:
- Click on Active Projects
- Filter by the status "Excluded"
- Click on the three vertical dots located to the right of the project line and Un-exclude any active projects to move them into active view.
Timesheet Set Up
1. On the Settings/Integrations page, click "Connect" to your Timesheet tool.
2. After clicking "Connect" to the timesheet, you will be redirected to log in through your timesheet tool. With a successful login, you will then be redirected back to Parallax and can see how many People have been connected. Timesheets will be synced every 60 minutes or click "Sync Now" to sync immediately.
Note: Notice that the Project Management section is activated after the timesheet tool is connected.
When a GREEN light is shown, this indicates the Project came into Parallax via the CRM
or
When an ORANGE light is shown, this indicates the project was created outside of the CRM usually at the time of onboarding (Upload of projects) or a project was created directly in Parallax.