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Integrations & External Services

Overview

SARA supports integrations with external platforms to streamline workflows, reduce duplicate data entry, and ensure consistency. Currently, SARA integrates with Kimai for time tracking and FreshBooks for billing. Additional integrations may be added in the future as business needs evolve.

Features & Functionalities

Kimai (Time Tracking)

  • Timesheet Import: Employees log their hours in Kimai. Approved or “unexported” entries can be pulled into SARA’s Timesheets Capture, automatically creating or updating a timesheet record.
  • Consolidated Reporting: Kimai’s detailed time logs and SARA’s HR functionality offer a holistic view of total hours, billable hours, and project allocations.
  • Automatic or Manual Imports: SARA can trigger imports on demand or as part of a scheduled routine (if configured).

FreshBooks (Billing & Invoicing)

  • Invoice Synchronization: Approved timesheets or purchasing details can be converted into FreshBooks invoices, ensuring consistent data across finance and HR.
  • Client & Supplier Linkages: SARA’s collaborators or suppliers can be matched to FreshBooks clients to streamline the billing process.
  • Payment Status Updates: When invoices are paid in FreshBooks, SARA can note that status in corresponding timesheet or purchasing modules (subject to permissions and configuration).

Future Integrations

  • Potential Platforms: Slack, Microsoft Teams, or other cloud services may be added to expand SARA’s communication or data exchange capabilities.
  • Configuration: Admins will define API keys, access tokens, and integration preferences in the Control Panel.

FAQs & Best Practices

How do I enable an integration?
Integrations are typically configured in the Control Panel or through an administrative setup process. You’ll need valid API credentials from the external service.

What if my Kimai entries don’t show up in SARA?
Check that the user mapping between SARA and Kimai is correct, and that the entries in Kimai are marked as “unexported” or “ready for export.”

Can I partially import FreshBooks data (e.g., only some invoices)?
Yes, if your configuration allows for selective syncing. Otherwise, SARA may import all new or updated invoices each time it syncs.

How secure are these integrations?
SARA relies on encrypted connections (HTTPS/SSL) and token-based authentication where possible. Each external service also has its own security layer.

Do these integrations add extra steps to my workflow?
Generally, integrations automate processes. However, admins or managers may need to confirm mappings, handle errors, or authorize data transfers.