How to integrate LiquidPlanner with Time Doctor
This short help document will walk you through connecting your Liquid Planner account to your Time Doctor account so you can easily track time on LiquidPlanner tasks from within the Time Doctor desktop application.
In order to integrate properly, both your LiquidPlanner and Time Doctor accounts must be using the same email address. If they are not the same, you can either change the email address on your Time Doctor account, or you can change the email address on your LiquidPlanner account.
Also, if another user has logged into LiquidPlanner on your current browser session, it is important that they log out completely from the LiquidPlanner website so that Time Doctor doesn't sync with their account by accident. It's okay if you are logged into the LiquidPlanner account that you do wish to integrate with.
(Regular users or managers can skip to step 6 after their administrator or company owner has enabled the company's integration.)
1.) For company owners or admins: Before individuals in a company can enable the integration, the company owner or admin will need to turn on the integration for the whole company on the company integrations page. The company owner or admin can get there from the main Time Doctor web dashboard by clicking on left menu bar -> click on company logo -> Company Integrations
2.) Find LiquidPlanner in the list of available integrations on the company integrations page:
3.) Click on the link to turn on the integration:
4.) Enter your email address and password when prompted. Remember, this should be the same email address for both Time Doctor and LiquidPlanner:
5.) As a company owner or admin, your personal LiquidPlanner integration will also be active by default, but you can disable it for just yourself if you'd like. You will see this screen once the integration is completed successfully for your company:
6.) For regular users or managers to integrate with LiquidPlanner (after your company owner or admin has enabled the integration), navigate to the left menu bar -> click on company logo -> Integration Settings page, and find LiquidPlanner. Enter your email address (it must be the same in Time Doctor and LiquidPlanner), you password, and click the ON/OFF button to the right
7.) The systems will sync, and you will see this message:
8.) Make sure to re-log in to your Time Doctor desktop application to make sure the tasks sync there properly. You are now ready to begin tracking time on your LiquidPlanner tasks!
For questions, comments or feedback regarding this topic, please send an email to firstname.lastname@example.org.