Connecting RotaCloud to UpSheets
Overview
You can connect UpSheets directly to RotaCloud to import attendance and leave data, then upload it to Xero. This streamlines the process and removes the need to export and import CSV files.
Enabling the RotaCloud Integration with UpSheets
RotaCloud data can be accessed by creating an API Key. After creating the key, you can enter it in UpSheets to connect the two systems.
To enable this feature, complete the steps below.
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To create an API key you must first Register for RotaCloud if you have not already done so.
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After logging in, select Settings gear icon from the top right menu and go to the API & Webhooks tab. Click API Keys +, then enter your account details and click Create. Copy the API key for the next step.
IMPORTANT: Keep your API Key secret just as you would a password
- Select Integrations from the menu in UpSheets and click the RotaCloud tab. Enter the API key. The API key will be masked for security reasons.
Once connected, the integration will become enabled automatically - you can then Import Data from RotaCloud