Connecting your Knowify and Lumber accounts allows you to sync time cards between the two systems, giving you one streamlined workflow for tracking labor costs, paying your crew, and running certified payroll reports for prevailing wage work.
Related: How to simplify certified payroll jobs with Knowify + Lumber
Here's how to connect your Knowify and Lumber accounts:
Step 1: Log into Lumber and connect Knowify
Log into your Lumber account.
Click Configure next to Knowify.
Enter your Knowify credentials to authenticate the integration and connect your accounts.
Step 2: Configure the integration settings
In Lumber, under Settings → Onboarding → CRM Connections → Connected CRMs, configure the following:
- Company: Enable both Read and Update.
- Employees: Enable both Read and Create (so new users in Knowify sync over).
- Projects: Enable both Read and Create (so project-level data makes it into Lumber).
- Timesheets: Enable both Read and Create (so time entries sync over).
Note: “Read” means pulling data from Knowify into Lumber, while “Write” means pushing data from Lumber to Knowify.
Step 3: Sync your employee list
The initial sync between Knowify and Lumber will not automatically pull in your existing employees from Knowify. To sync them for the first time:
In Knowify, go to Admin → Users.
Click on each existing user you want to sync with Lumber, then click Save in the bottom-right of their profile.
Back in Lumber, go to Settings → Onboarding → CRM Connections, then click the Sync icon next to Knowify to sync your employees.
Step 4: Keep your data up to date
Any time you add new Employees or Projects in Knowify that you'd like to sync into Lumber, you'll need to re-sync the integration.
Save your new employees or projects in Knowify.
Back in Lumber, go to Settings → Onboarding → CRM Connections, then click the Sync icon next to Knowify to refresh the sync.
Your Knowify account is now connected to Lumber!
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