Integrating Agiled with Plutio
How to Integrate Agiled with Plutio?
Agiled integrates with Plutio to import Projects,Task,Teammates and Invoices from Plutio.
To integrate with Plutio go to Settings - Integrations and choose Plutio.
. You need to add Plutio API credentials to integrate Plutio with Agiled.
To integrate Plutio with Agiled you need to add the following information.
- Plutio Business Name.
- Plutio API Credentials
How to get Plutio Business name?
You also need Plutio Business Name to integrate with Agiled. To get Plutio Business Name
YOUR_PLUTIO_SUBDOMAIN header value should be the first part of your Plutio domain. For example YOUR_PLUTIO_SUBDOMAIN value for https://test.plutio.com would be test.
How to get Plutio API Credentials?
To get Plutio API Credentials, kindly see this article https://help.plutio.com/APCPaiRzW4igwJq9c ORBoth the Client ID and Client Secret can be generated/found by going to Plutio > Settings > API Manager > Create Connection.
Enter Plutio Credentials and click on Get Projects.
Agiled will list of all the projects in your Plutio account.
Importing Projects, Tasks, Teammates and Invoices from Plutio
You can import projects, tasks ,teammates and invoices from Plutio. To import projects select the projects from the projects list ( You can select multiple projects) and choose if you want to import project members or not.
After you have selected projects and other desired settings click Sync.
Agiled will import your selected projects and tasks for those projects. Members of the projects will also be imported and tasks will be assigned to members as they were in Plutio.
Sync Invoices from Plutio.
This feature can be used to import invoices from Plutio to Agiled. To sync invoices from Plutio to Agiled to Plutio Integration settings in Agiled and go to Sync Invoices from Plutio choose if you want to import all invoices or invoices for a specific date and click Sync.
Agiled will import/sync invoices from Plutio according to your settings and you can see imported invoices in Finance- Invoices.