Getting Started with TimeSanity
The following article describes how to get started with TimeSanity and caching your time entries successfully.
- Account Registration and Activation
- ConnectWise API Setup
Account Registration and Activation
- Navigate to https://app.timesanity.cloud
- Click 'Register' and fill in the form
- An email will be sent to your registered email to activate your account, click on the activation link and you will receive the following success message
The Payment screen can be accessed within the TimeSanity web portal from the Billing tab.
Payment details need to be verified before TimeSanity will cache your time entries from ConnectWise.
Payments are processed via secure online payment platform Stripe
ConnectWise API Setup
Follow the process below to setup your ConnectWise API Key which needs to be entered into the 'ConnectWise Details' under the "Profile' screen.
As a ConnectWise Administrator, browse to System > Members
Select the API Members tab and click the + Symbol to add a new API Member.
A lot of the fields can be left as their default, and requirements per company may differ.
The following permissions are minimum requirements for TimeSanity:
- Role ID: Admin
- Level: Corporate (Level 1)
Once complete, save your new API Member.
Create an API Key
Load into your recently created TimeSanity API Member:
Select the API keys tab and click the + Symbol to create a new API Key Pair.
Name your Key Pair and Save.
Store your API Public and Private Keys in a secure location.
These will only be available for you to view/copy once.
Enter your ConnectWise details in the Timesanity Portal
From the TimeSanity portal, load into the Settings tab under the ConnectWise Details heading.
Populate the information into the ConnectWise Details Screen and click 'Save ConnectWise Details'.
All going well you will see the cache status as 'Fully Cached' (Manual refresh of the screen may be required).
If you require further help you can contact us by writing to firstname.lastname@example.org