How to Integrate Teamwork v2 with Daton

This subtopic provides step-by-step instructions to create Teamwork v2 integrations in Daton, detailing the prerequisites, the integration process, and important notes.

Pre-requisites

Before starting, ensure you have

• An active Teamwork and Daton account.

• Teamwork Base URL (Site URL)

Task 1: Get your Teamwork Base URL

Perform the following steps to get your Teamwork Base URL (Site URL):

1. Log in to your Teamwork account and click your Avatar in the bottom left.

2. From the menu that appears, select Settings.

3. Once you are in the settings section, locate and click on General.

4. Your Site Address will be visible in this section.

   

   Copy and save this URL as it will be used during the integration.

Task 2: Integrate Daton with Teamwork v2

1. Log in to your Daton account and search for Teamwork v2 in the list of Connectors, then click Configure.

2. Enter or select the following details and click Authenticate:

   • Integration Name. (required) Note that the Integration Name will be used to create the integration tables and cannot be modified later.

     • Optionally, add a description to identify the integration.

   • Teamwork Base URL (required)

   • Replication Frequency

   • Replication Start Date

   • Optionally, expand the Advanced Configuration Options section and, based on your requirements, modify the options to control the loading behavior of Daton.

   
3. You'll be redirected to the Teamwork login page in a new browser tab; proceed to log in to your account and return to your Daton integration tab.

   
4. After successful authentication, you will be redirected to the Daton's integration page to choose from the list of available tables. Select the required tables and click Next.

   • Based on your requirement, select specific options for each selected table.

   
5. Select the required fields for each table and click Submit.

   

   • Note that you will be prompted to select the destination for your account.

6. Select the destination for extracting Teamwork v2 data for replication and click Confirm. An integration successful message will be displayed.

Important Note

• Integrations would begin in the Pending state and change to the Active state once the first job successfully loaded data into the configured warehouse.

• Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.

• Users can Re-Authenticate, Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.

• On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table, the last replicated time, and the Reload access buttons.