A little while ago we introduced the iSolved Integration Report, which used a CSV export to generate the data that would be later imported into iSolved. Today, we are going to cover how to setup the full fledged bidirectional integration.
The first step is to have our Customer Support team assist with setting up your account and enabling the integration with iSolved. Then, you can go to the Field Workers tab and start pulling your staff members to Econz Timecard. These are the buttons that we will use for this purpose.
Going back to the Field Workers tab, let's now go over the Manual Sync, or the "Sync Workers with iSolved" button on the top right. When you click on it you will be given the option to pull the employee list from iSolved so that you can choose exactly what employees will be enabled in the Field Workers tab. Keep in mind that employees will not be shown there unless they are synchronized individually. Also, you must change the password for the workers in order to sync to the devices.
Just select the Worker Type and Time Zone, tick the checkbox for the users you wish to synchronize, click "Add" and finally click the "Save" button at the bottom of the screen:
|Click the image to enlarge
Either way you choose, once successful, the employees will be synced and shown in the Field Workers tab: