Basecamp Integration
Hub Planner have created a direct inline integration with Basecamp, providing a seamless real time synchronisation of the two collaborating softwares within the Hub Planner interface bypassing the requirement for any third party software. Now you can automatically import and schedule your Projects and Resources from Basecamp in a real time motion.
Get Started – Authorize Basecamp to Hub Planner
Firstly, we need to authorise Basecamp within the Hub Planner interface. There are two ways in which you can action this. Either option 1, which is directly from the Scheduler view or option 2 is directly from the Settings. Please note, you will need to authorize once but import both Projects and Resources separately.
Option 1: From The Scheduler
If you wish to import your projects from Basecamp to Hub Planner; follow the simple steps from the Scheduler View using the toolbar on the left hand side under Add New and use the 3 vertical dots:
Step by Step: Bulk Add Projects from Basecamp to Hub Planner
- Add New (Scheduler sidebar)
- New Project – Click on the 3 Dots and select Bulk Add Projects
- Select the 3rd Tab ‘Integrations’
- Basecamp shall appear – Select ‘authorise’*
- Log into Basecamp with your credentials
- Integrate with Basecamp > Click ‘Yes, I’ll Allow Access’
- You will see ‘Authorisation Successful!  You can now access data (popup will close)
- Continue to Bulk Add Resources next or skip to ‘Import the Data’ here
Step by Step: Bulk Add Resources from Basecamp to Hub Planner
- Add New (Scheduler sidebar)
- New Resource – Click on the 3 Dots and select Bulk Add Resources
- Select the 3rd Tab ‘Integrations’
- Basecamp shall appear – Select ‘authorise’*
- Log into Basecamp with your credentials
- Integrate with Basecamp > Click ‘Yes, I’ll Allow Access’
- You will see ‘Authorisation Successful!  You can now access data (popup will close)
- Continue to ‘Import the Data’ here
Option 2: From Settings
The second way to import projects and resources from Basecamp to Hub Planner is from the Settings tab located at the top right hand corner. Follow the below steps to authorise.
Step by Step: Bulk Add Projects & Resources from Basecamp to Hub Planner
- Scroll down to ‘Integrations’
- Click on Integrations where Basecamp option will appear and select ‘authorise’
- Log into Basecamp with your credentials
- Integrate with Basecamp > Click ‘Yes, I’ll Allow Access’
- You will see ‘Authorisation Successful!  You can now access data (popup will close)
- Continue to ‘Import the Data’ next
*Should the Basecamp interface not appear, pop up windows may be blocked on your browser.  To enable, simply click the upper right side of the browser for ‘blocked popup window’. Select ‘allow popups on this site’.  You will need to select ‘authorise’ once more and the window should open successfully.
Integrate Basecamp with Hub Planner
Following on from the Bulk Add and Settings Integration options above, now you can import the data from Basecamp to Hub Planner. By synchronising, Basecamp will firstly match any existing data that exists in both platforms and update accordingly followed by new data.
Existing Data in Hub Planner
Any existing projects and resources within Hub Planner will be updated with the relevant information. However, don’t worry this integration will not override any Hub Planner data. Simply, click ‘Import’. Once synchronised, the number of projects and resources will appear which you need to Confirm or Cancel. You will be required to import both Resources and Projects separately, alternatively you can import both Resources and Projects together via the Settings Integration.
New Data from Basecamp
Any new project and resource data will appear in a table view format available where you will assign project and resource values. You can select appropriate fields you wish to import from each of the column drop down lists that have been identified from Basecamp. Alternatively you can also choose to ‘ignore column’ which will not synchronize the data from chosen column(s). Lastly, you need to click ‘Import’ whereby the data is imported and created documenting and confirming a list of what was newly created. Subsequently, all created data will appear in the left hand sidebar under ‘Active Projects’ and ‘Active Resources’ respectively.
FAQ’s on the Hub Planner & Basecamp Integration
Click the link to access all the FAQ style questions and answers around Hub Planner and Basecamp integration. Anything you need help with, do let us know via the Chat or email hello@hubplanner.com
