TSheets

Prerequisites

Before you can connect to Connect AI, you must create OAuth client credentials in TSheets.

1. Log in to TSheets.

2. At the left navigation pane, select Feature Add-ons > Manage Add-ons.

3. Select API Add-On.

4. Click Install.

5. Select Add a new application at bottom left. If a followup window does not display, return to the left navigation pane’s Feature Add-ons area and select API.

6. Enter a short name and a meaningful description for the new application.

7. Set the Redirect URL to https://oauth.cdata.com/oauth/. This is also called the Callback URL.

8. Click Save. The admin tool generates the OAuth Client Id and OAuth Client Secret that you enter below.

Setup Guide

Follow these steps to connect TSheets to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type TSheets into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Enter the OAuth Client Id that you obtained in the prerequisites.

6. Enter the OAuth Client Secret that you obtained in the prerequisites.

7. Click Sign in to connect securely through OAuth. This action opens the TSheets sign-in page in a new tab.

8. Log in to your TSheets account and provide the requested permissions (if applicable).

9. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and TSheets, see this information page.