Toggl Guide
Overview: This
guide will complete the following steps:1. Configure Toggl
API
2. Import employees
from Toggl
3. Link Employee[s]
4. Unlink
Employee[s]
5. Data import from
Toggl
Configure Toggl API
1. Login
to SimplePay
2. Go to Add-Ons
>Toggl >Setup
3. Enter Toggl login details.
4. Click Save.
Import employees from Toggl1. In SimplePay, go to Add-Ons>Toggl >Import Data.
2. [Manage
Employees panel] Employees in Toggl not imported in SimplePay will be
listed here
3. Click Import
Employees
4. All employees
will be loaded in an editable form
5. Select employees
to import
6. Make any changes
required and click Save
7. Employees
imported into SimplePay. Go to Employee>List or payroll screen to
review.8. Timesheet is
ready for import from Toggl.
Link employees between Toggl & SimplePay If employees already exist in both apps at the time of connecting, use Link Employees to connect them
1. Select employee[s] under SimplePay list and Toggl list
2. Click
Link Employee[s] button
3. Successfully
linked employees will have green border around their droplists
Unlink employees To unlink SimplePay employee
with Toggl
1. Select
employee in SimplePay list.
2. Set [--] in Toggl
list
3. Click Link
Employee[s].
Timesheets import from Toggl 1. Go
to AddOns>Scheduling & Time>Toggl>Import Data
2. Select
pay period [in case of multiple options].
3. Available date
range for Timesheet import listed.
4. Select import
format
5. Click Import Data
6. Status message
will be displayed7. To review data
imported, go to Payroll > Timesheets