Using the Integration Manager
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CHAPTER 4
Using the Integration Manager
Once the Integration Manager has been set up, the application is ready to transfer information. Prior to mak-
ing a transfer, it is recommended that you become familiar with the types of data available for transfer and
the typical stages and procedures for transferring data.
Data Types Available for Transfer
There are seven data types available for transfer in the Integration Manager:
The table below shows how information in one application will be stored in the other, and what the corre-
sponding terms are.
Employees Data Type
The Employees data type is used to transfer information for the people who work for your company. If trans-
ferring from Web TimeSheet to QuickBooks, Web TimeSheet User data is transferred to QuickBooks as Em-
ployee data. The same terms apply for transfers from QuickBooks to Web TimeSheet. If the user or
employee does not exist in the target application, information such as first and last name will be sent from
the source application to create the person in the target application. Subsequent transfers will update the
information (with the exception of first and last name) for that person. Once the Employee data type exists
in both applications, and after the related Customers and Jobs/Items data types have been transferred,
you can transfer time entered by those people.
Data Type
Web TimeSheet Term
QuickBooks Term
Employees
User, typically those paid on a
regular and on-going basis
through the standard payroll pro-
cess
Employee
Vendors
User, typically those paid irregu-
larly, such as consultants or con-
tractors, or those who submit
expenses
Vendor
Customers
Client
Customer
Jobs/Items
Project/Task or Project/Rolea
a. Depending on the structural relationship selected. See Chapter 5, Determining the Structural
Relationship to Use on page 29 for more information.
Job/Item, Job/Sub Job or Item/
Sub Itema
Time Entries
Timesheet
Timesheet
Expense Entries
Expenses
Vendor Bill
Client Invoice
Timesheet and Expenses
Invoice
