- Review how the Aero-TSheets sync works.
- Navigate to Admin > Manage Integrations and click the Connect to TSheets button (During the Early Access period you will need to use the URL provided to access the new Manage Integrations page with the TSheets option).
- If you have access to multiple TSheets accounts with the same email address, make sure you are logged into the account that you want to be connected to Aero in the same browser window BEFORE you click the connect to TSheets button.
- Click the Connect to Existing TSheets Account button. If you don't have a TSheets account, you can create a new one and connect it to Aero.
- TSheets will ask for your Username and Password.
- If you have access to multiple TSheets accounts with the same email address, you may see this screen next:
- Enter the TSheets web address for your firm's TSheet's account with your username and password. Click the Sign In button.
- Click Allow to connect your TSheets account to your Aero account.
- There are special considerations if you are syncing to both TSheets and QuickBooks Online:
- Sync Aero to QuickBooks Online first by clicking the Sync QuickBooks Now button in the QuickBooks Online section of the Manage Integrations page
- Sync TSheets to QuickBooks Online in your TSheets account to make sure your Customer/Job list is the same
- The last step is to sync Aero to TSheets
- Read about best practices for syncing Customers (Jobs) with Aero.
- Start the first sync by clicking the Sync TSheets Now button. If you’ve connected your TSheets account to your accounting system (such as QuickBooks or Xero) very likely Advanced Tracking was turned on as part of the integration (Learn about Advanced Tracking in TSheets). If Advanced tracking is enabled, Aero will bring in the Service Items and Classes from TSheets. If Classes and Service Items are required in TSheets, then make sure that you have selected those for each Aero Type.Otherwise, your time entries will not sync to TSheets.
- During the initial sync, Aero will also bring in your TSheets Jobs* and Employees and will match Jobs to existing Aero Customers or create new ones. Learn more about the way the Customer (Job) sync works.
- If you want time to automatically sync from Aero to TSheets, navigate to Setup > My Company and check the Auto sync time box. Learn more about how the time sync works.
- Navigate to the Edit Team Member screen to match each Aero Team Member to the corresponding TSheets Employee. Choose the correct name from the TSheets Entity drop-down. Note that you can only select an existing TSheets Employee from the drop-down. New Employees are added in TSheets and then synced to Aero from the Manage Integrations page.
- If you have Service Items and/or Classes required in your TSheets account, edit your Aero Types so that each one is connected to a TSheets Service Item and/or a Class.
- f you have advanced tracking turned on and have fields called something other than “Service Item” or “Class,” contact support to match those fields in your Aero database.
*Depending on what accounting system your TSheets account is connected to, you may see "Customers," "Jobs," or something else listed.
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