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.

Project Management:

Jira, Asana

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

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.

Project Management Set-Up (Asana)

Note: Must have Premium level with Admin Access

1. On the Settings/Integrations page, click "Connect to Asana".

2. Once you've clicked "Connect to Asana", you will be redirected to log in to Asana. With a successful login, you will be redirected back to Parallax. Your timesheet workers will begin to match with the corresponding profiles in Asana — you may experience a short wait.

3. If you have unmatched People you'd like to review, click "Match People".

4. The People Matching modal will pop up.

1. Match any unmatched Settings > People profiles that you need to bring into Parallax
2. Ignore any profiles that you would not like to bring in
3. With Asana, we match People by their emails

5. Next, select the Default Effort Name, Default Effort Field, Default Ignored Sections, and Default Effort Amount. An Effort Field is the custom field you use to track effort in points or hours within Asana.

6. If you are done, click "Sync & Save". You can come back and edit these selections at any time.

Project Management Set-Up (Jira)

Note: Must have Standard (not free) level with Admin Access

1. On the Settings/Integrations page, click "Connect to Jira".

2. Once you've clicked "Connect to Jira", you will be asked for your Jira Subdomain and Jira API Token before being redirected to log in to Jira (or parent company, i.e. Atlassian). With a successful login, you will be redirected back to Parallax. Your timesheet workers will begin to match with the corresponding profiles in Jira — you may experience a short wait.

Note: If you use Tempo as your timesheet tool, you will not go through the People matching process with Jira.

3. If you have unmatched People you'd like to review, click "Match People".

4. The People Matching modal will pop up.

1. Match any unmatched Settings > People profiles that you need to bring into Parallax
2. Ignore any profiles that you would not like to bring in
3. Jira does not allow matching by or displaying individual's emails for privacy reasons, so we match by name. If there are People with duplicate names, we show their ID and link to their Jira profile so you can identify them.
4. If the initial sync doesn't match all People based on name alone, you can export a CSV of your People and their information (email and ID) from Jira and upload it directly to Parallax.

5. Next, select the Default Ignored Statuses, Default Issue Types (story, bug, enhancement, etc.) and their respective Default Effort Fields, and Default Effort Amount. The Effort Field is the custom field you use to track effort in points or hours in Jira.

6. If you are done, click "Sync & Save." You can come back and edit these selections at any time.

Learn more about the Insights Velocity Report.

Settings

Integrations