Cashboard makes it easy to synchronize your Basecamp to-do’s with project tasks, and time entries. Here’s how.

This article assumes you’ve already set up Basecamp Integration with Cashboard and linked your Cashboard project to an active Basecamp project.

If you haven’t done both, please do so now.

Sync up

You’ll notice a new button for projects that are linked with Basecamp.

This button allows you to control how your Cashboard and Basecamp project’s tasks will be synced.

Import

If checked, all to-do items that don’t currently exist in Cashboard as tasks will be imported.

You can also control if you want to import completed items or not.

Export

If checked, all tasks from Cashboard will be pushed to a new Basecamp to-do list marked “From Cashboard mm/dd/yyyy”.

Sync

You can also sync the status of already imported and exported items. Just choose which system will be the “master” for the sync, and let the system do the rest. No more double entry!

Unlike some other systems, this allows you to choose where and how you manage your tasks. Create or update tasks in either program and sync as you see fit.

Time Entries

Importing time entries from Basecamp for people that don’t exist in Cashboard will automatically create them an account. A welcome email will not be sent for people created in this manner (but you can send one later).

Exporting time entries for people that don’t exist in Basecamp will assign those entries to the account you’re using for API access – as the Basecamp API does not support creation of people inside Basecamp.

Synchronizing data will update Cashboard or Basecamp with the most current data for tasks and time entries you’ve previously imported and exported.