Before you can sync tasks with to-do items, or import time from Basecamp projects you must link them together. Find out how here.

This article assumes you’ve already set up Basecamp Integration with Cashboard.

Importing projects from Basecamp

When creating a new project, select the “Copy settings from Basecamp” link. Your active list of projects will be fetched from Basecamp, and you will be allowed to choose one to import.

After selecting a client and clicking the Create new Project button the system will prompt you to start synchronizing Basecamp and Cashboard projects.

Linking pre-existing Cashboard projects with Basecamp

• Visit the Cashboard project you’d like to link with Basecamp
• Click the Edit button
• Select a Basecamp project from the drop-down menu
• Press the Save Project Details button at the bottom of the page.

Once your projects are linked

You’ll notice that there’s a link on your Project List page that reads “Go to Basecamp project”, as shown below.

Clicking the link will take you directly to the associated Basecamp project.

Other topics you might be interested in

• Sync Basecamp to-do items with Cashboard tasks
• Invoice time tracked in Basecamp