Teamwork integration

Modified on Thu, 14 Mar at 8:36 AM

Follow these steps to connect to your Teamwork Data Source for PrediktAI and use your imported data in any of our dashboards and reports.


Before you begin

To connect, you need:

  • An active Teamwork instance
  • Access to your organisation's data (Administrator permissions)
  • Your Teamwork site address name. If you don't know it:
    • Log in to your Teamwork account.
    • Go to your profile. Select Settings.
    • On the General tab, make a note of the Site Address. You will need it to configure Fivetran.


Instructions

  1. Connect to your PrediktAI account
  2. Open the Integrations page
  3. Click on the "Add integration button"
  4. Select the Teamwork integration from the dropdown menu (you can start typing in the field for faster access)
  5. Click on the "Next" button
  6. Enter your Teamwork organization name (NOTE: Do not add the trailing slash (/).)
  7. Review the integration information
  8. Click on the "Next" button
  9. You will be redirected to Teamwork login page where you can log in to your account.
  10. Click on the "Authorize" button
  11. After up to 10 minutes, your dashboards and reports data will automatically be updated with the provided values.



Important 

  • In case of conflict, data from other data sources will have precedence over the Google Sheet data.

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