How to Integrate Float

Created by Nicolas Wussler, Modified on Thu, 21 Sep, 2023 at 2:14 PM by Maja Bradonjic

Description
Entities
Steps

Description

Float is the resource management software that keeps teams of 5 to 5000+ in sync. Schedule tasks quickly with a real-time view of availability, including time off and public holidays. See your team's capacity and utilization at a glance to optimize assigned work. Connect with project management, calendar, and communication workflows via direct integrations. Keep project plans up to date with easy bulk edits. Scale up compliance with approval workflows and access permissions. Free 30-day trial.

Entities

Source	Target
Send People	Add People
Send Projects	Add Projects
Send Tasks	Add Phases
Send Timeoffs	Add Tasks
Send TimeOffTypes	Add Timeoffs
Send Clients	Add TimeOffTypes
Send Accounts	Add Clients
Send Departments	Add Departments
Send Team Holidays	Add Logged Time
Send Milestones	Add Milestones
Send Phases	Add Team Holiday
Send Logged Time

Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon successful completion of a trigger task.

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.
Selecting the Float integration

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.

You will be prompted for the API Key.

Step 4.

To generate and obtain an API key go to Team Settings then Integrations and copy it where prompted.

Navigating to the Team settings and then Integrations

Congratulations! Float is now successfully integrated.

Float is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!