How to Integrate Float

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

TABLE OF CONTENTS



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


SourceTarget
Send PeopleAdd People
Send ProjectsAdd Projects
Send TasksAdd Phases
Send TimeoffsAdd Tasks
Send TimeOffTypesAdd Timeoffs
Send ClientsAdd TimeOffTypes
Send AccountsAdd Clients
Send DepartmentsAdd Departments
Send Team HolidaysAdd Logged Time
Send MilestonesAdd Milestones
Send PhasesAdd 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.


Naming the Integration

Step 3.


You will be prompted for the API Key.


Inserting 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



Generating the API key

 

 

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!


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