Overview

Setting up your timesheet Integration is critical to pulling in the actual hours worked by People to populate the actuals in Parallax. This article will show you how to set up that connection for Toggl.

Like other timesheet Integrations, Toggl must be connected to Parallax before actual hours and other data can be pulled in (or data can be pushed from Parallax).

Important:  The email associated with Toggl will need to have Admin Permissions when connecting to Parallax.  Should that email change or be archived, a new Admin User Email will need to be used to disconnect and reconnect the Integration.   If the email is changed or Archived due to employee departure or the permission level for that user be changed to less than Admin, the data will discontinue to flow as intended. 

See below for a visual reference on where these fields are mapping from Toggl:

To Parallax:

Bill Rates

The Assignee bill rate will be sent from Parallax to Toggl only when Support Assignment Level Budgeting is enabled in Toggl.  Your CSM will enable this for you on the PX side which will enable PX map bill rates per user to Toggl otherwise Bill Rates are not sent to Toggl but can be added in Toggl manually if desired.

WHEN

• Billable Parallax Offering Provisions a Billable Timesheet Project then Parallax Pulls Billable Actuals 
• Non-Billable Parallax Offerings Provisions a Non-Billable Timesheet Project then Parallax pulls Non-Billable Actuals 
• Billable Timesheet Project is Connected to a Billable Parallax Offering then Parallax pulls Billable Actuals
• Billable Timesheet Project is Connected to a Non-Billable Parallax Offering then Parallax pulls Billable Actuals 
• Non-Billable Timesheet Project is Connected to a Billable Parallax Offering then Parallax Pulls Non-Billable Actuals 
• Non-Billable Timesheet Project is Connected to a Non-Billable Parallax Offering then Parallax Pulls Non-Billable Actuals

Time Tracking: 

Time Added in Toggl but not assigned on Project in Parallax: 

When someone logs time to a Toggl project, they will automatically appear in the corresponding Parallax (PX) project through the timesheet sync. However, they won’t show up under the Teams tab in Toggl because their assignment was created by PX, not Toggl—and Toggl does not automatically add team members to public projects.

If you need the person to appear on the Toggl project’s Teams tab, you can remove them from their role in PX and then re-add them. This action triggers PX to update Toggl, creating the team membership and making them visible.

Toggl Integration Steps

To get the integration setup, follow the steps below:

1. In the left hand navigation, click on "Settings" then "Integrations"
2. From there, you'll want to click the "Connect to Toggl" button
   
3. You'll be asked for your API Key:
   
4. To get your API key, visit Toggl and click on your name in the bottom-left corner to visit your profile. Your API key will be near the bottom - just click on it to show, then Copy your key:
   https://track.toggl.com/profile

1. Now that you've connected your Integration, you'll see people that are tracking time in Toggl and their time shows in Parallax.
   
2. When you create new People in Parallax, you can now push People into Toggl:
   

Integration Time Sync:

Your integration will sync every Hour and update time onto the project in Parallax.  You can also do a manual SYNC by going to the project and Integration then clicking the SYNC link on the Toggl timesheet for PX to run a manual sync at the service offering level to bring in any time that may be missing.  

Parallax runs a nightly sync however, this sync is focused on  any changes to time that may have occurred on a project after the original time was pulled into the project.  

What's Next

To see how the fields map between Parallax and Toggl, please check out the linked article!