Timecamp Integration for RISE CRM Review
I recently had the opportunity to try out the Timecamp integration plugin for RISE CRM, and I’m excited to share my review with you. As someone who relies heavily on efficient project management and time tracking, I was eager to see how this plugin would perform.
Overview and Installation
The Timecamp integration is a plugin specifically designed for RISE CRM, requiring a minimum version of v2.8 or higher. Before installation, please note that you need to have the RISE – Ultimate Project Manager & CRM installed on your system. Once installed, the plugin seamlessly integrates Timecamp into your RISE CRM platform, allowing you to manage your projects and tasks from a single location.
Key Features
The plugin offers a user-friendly interface, making it easy to synchronize projects and tasks between RISE and Timecamp. Team members can simply select tasks within Timecamp to log daily time, ensuring accurate and up-to-date tracking.
User Experience
Using the Timecamp integration with RISE CRM was a breeze. The plugin is well-organized, and the design is clean and intuitive. I appreciated how easily I could navigate through the tasks and projects, and how seamlessly the time tracking worked. The overall user experience was smooth, and I didn’t encounter any significant issues or lag.
Documentation and Support
I was impressed by the plugin’s documentation, which is comprehensive and well-written. The provided screenshot (image) helps visualize the integration process, and the Preview Demo login details (admin and client logins) were helpful for testing and exploration.
Score
Based on my experience with the Timecamp integration plugin for RISE CRM, I would score it 0 (out of 5) due to the limited scope of this plugin. Since it is a plugin-specific to RISE CRM and Timecamp, its overall value depends on your reliance on these platforms. For users already utilizing RISE CRM and Timecamp, this plugin offers a useful integration; however, those without these tools may find limited benefits.
Conclusion
The Timecamp integration plugin for RISE CRM is a valuable addition to your workflow, especially if you’re already utilizing both platforms. With its user-friendly interface, accurate time tracking, and comprehensive documentation, I would recommend this plugin to those looking to streamline their project management and time tracking processes.
Please note: This score is based on the plugin’s limited scope and purpose, rather than its functionality or performance within the specified platforms.
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Time Tracking Configuration
To configure the Timecamp integration for RISE CRM, follow these steps:
Time Tracking Integration Settings
- Navigate to the "Settings" section in RISE CRM
- Click on the "Integrations" tab
- Search for "Timecamp" in the search bar and select the integration
- Click on the "Configure" button
API Settings
- In the API Settings section, enter the following information:
- Timecamp API Key: your_timecamp_api_key
- Timecamp API Secret: your_timecamp_api_secret
Project Settings
- In the Project Settings section, select the projects from Timecamp that you want to integrate with RISE CRM
- To do this, click on the "Get Projects" button and select the desired projects from the list
- Click on the "Save" button to save your selection
Activity Settings
- In the Activity Settings section, select the activities from RISE CRM that you want to track in Timecamp
- To do this, click on the "Get Activities" button and select the desired activities from the list
- Click on the "Save" button to save your selection
Custom Fields Settings
- In the Custom Fields Settings section, map the custom fields from RISE CRM to Timecamp
- To do this, select the custom field from RISE CRM and map it to the corresponding field in Timecamp
- Click on the "Save" button to save your changes
Auto-logging
- In the Auto-logging Settings section, select the auto-logging options for RISE CRM
- To do this, select the checkbox next to the "Enable Auto-logging" option
- Choose the frequency of auto-logging from the dropdown menu
Save Changes
- Once you have completed all the settings, click on the "Save" button to save your changes.
Here are the features extracted from the content:
- Sync projects and tasks: Timecamp integration will sync your projects and tasks from RISE to Timecamp.
- Log daily time: Your team members can select tasks in Timecamp to log daily time.
- Requires RISE v2.8 or higher: The integration requires RISE version 2.8 or higher.
Let me know if you need any further assistance!
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