WorkSuite

WorkSuite is a platform that allows for a customizable client and internal organization project and administration system, especially used to manage your global freelance workforce efficiently.

Connector Pre-Requisites

Connecting to WorkSuite, you need to make sure that:

• You or the user configuring the WorkSuite connector have administrative access to the cloud based application and are able to obtain the following API and access information for your Enteprise Level account:
  • Sub-Domain of your account
  • Client ID
  • Client Secret

Instructions (Basic Connection Setup)

Remember DLH.io securely connects to your WorkSuite account instance and does not capture or store your password/credentials.

Using the form please complete the following basic steps:

1. Enter a Name or Alias for this connection, in the 'Name/Alias' field, that is unique from other connectors.

2. Enter in the 'Target Schema Prefix' field, a name that will be unique in your data cloud destination where you wish to land the data. For example, WorkSuite_Main

3. Enter the 'Sub-Domain' from your account's API integration

   • See the How to request Client ID and Secret..section below to get this info

4. Enter the 'Client Id' from your account's API integration

   • See the How to request Client ID and Secret..section below to get this info

5. Enter the 'Client Secret' credential from your account's API integration

   • See the How to request Client ID and Secret..section below to get this info

6. Click the **Authorize Your Account **button. Once your credentials are accepted you will be automatically redirected back to the DLH.io portal and you should be able to see a successful connection.

Issue Handling

If any issues occur with the authorization simply return to the sources page in DLH.io, edit the source details and click the Save & Test or Authorize Your Account or Re-Authorize Account button to confirm connectivity. If any issues persist please contact our support team via the DLH.io Support Portal.

How to request Client ID and Client Secret info

1)  Log into your WorkSuite account and access the API section of the account. You will need to submit a request/ticket with WorkSuite and your Account Manager will provide you with access to yur Client ID, Secret, and correct Sub-Domain information per the WorkSuite documentation, https://api.worksuite.com/docs/setup-requirements

2)  Submit a Request / Support Ticket by providing something like the note below:

Hello,

We are working with our partner AICG and DLH.io to build an integration with WorkSuite's API. This integration will set the stage for our analytics and downstream processes which will automate highly manual processes and allow us to align team members actions with their productivity. 

Please provide us with our Client ID, Secret, and Sub-Domain for developing applications with the WorkSuite REST API.

The redirect URI is https://app.DLH.io/dashboard/oauth-redirect, if that is required

3) Once your receive the information from your Account Manager after sending the request in step #2, you wll then use that information in the DLH.io Source Connection. If you need assistance from DLH.io, please submit a support ticket or contact your DLH.io success manager to assist you with completing the DLH.io setup.

How to Video

[Coming Soon]

Replicated or Synchronized Entities/Tables

The following entities are replicated by defualt to your Target Connection. These are the table names you will see in your Target Connection:

• Job Openings
• Job Openings Applicants
• Partner Types
• Payments
• Payments Line Item
• Projects
• Tasks
• Timesheets
• Users

FAQ

None.

Which Entities Do Not Have CDC/Incremental Loading

None. All entities are available for incremental data synchronization.