Teamwork.com Integration

Keep Teamwork project context with your Keito time and billing. The integration can link matching projects, attach Teamwork task references to time recorded in Keito, and import supported invoices into drafts for review.

Availability: Keito is preparing a controlled beta for individually approved Business workspaces. Teamwork App Verification is pending. Access is not generally available, and signing up for Keito does not enable it. Contact support to discuss your workflow and eligibility.

The initial invoice pilot keeps saving time against Teamwork tasks paused. Teamwork controls in Keito for Chrome are pending live certification and are not part of that pilot. The setup instructions below apply only after Keito confirms that the relevant capability is enabled for your workspace.

What moves between the products

Keito reads the Teamwork projects, tasks, and invoices that the connected person can access. Time recorded through Keito stays in Keito for timesheets, approvals, budgets, reports, and billing.

Keito does not create, edit, complete, or delete Teamwork tasks. It does not write time to Teamwork timesheets or replace Teamwork’s native timer. Importing an invoice does not change that invoice in Teamwork.

Before you connect

  • Your workspace needs the Business plan and explicit approval for the controlled beta. Invoice import requires separate enablement.
  • A Keito owner or administrator connects one Teamwork site for the workspace and links matching projects.
  • Each participant connects their own Teamwork account. An administrator’s connection does not connect everyone else.
  • External client accounts cannot use this integration. Participants need permission to access the relevant project and task in Keito. Connecting Teamwork does not grant Keito project access.
  • Invoice importers also need draft invoice editing permission in Keito and permission to view the source invoices in Teamwork.
  • Standard teamwork.com and eu.teamwork.com sites are supported by the integration. Custom domains are not supported. Customer use remains subject to verification and pilot qualification.

1. Connect the workspace site

Once your workspace has been enabled:

  1. Open Settings > Integrations > Teamwork in the intended Keito workspace.
  2. Select Connect Teamwork site, sign in to Teamwork, and review the authorization screen.
  3. Back in Keito, check the site name, host, region, and authorizing account.
  4. Select Confirm and connect only if the site is correct. Cancel to discard the pending connection.

One Keito workspace connects to one Teamwork site. If you need to change sites, contact support before reconnecting so existing project links and invoice history can be reviewed.

2. Connect your own account

On the same settings page, select Connect my account and authorize the Teamwork site connected to your workspace. Keito uses your own connection for provider lookups; it does not borrow an administrator’s access.

If you choose a different site, Keito refuses the connection. Sign in again and select the correct site. If the page shows Reconnect required, use Reconnect to restore your own authorization.

An owner or administrator sets up project links under Linked projects:

  1. Select the active Keito project and the matching Teamwork project.
  2. Optionally choose a default Keito task for linked time entry.
  3. Select Link.

Each project can have one link on either side. Select Pause to prevent new use of a link without removing saved references; select Enable to use it again when the workspace’s access permits it.

Task-linked time entry: separate enablement required

Task-linked time entry remains paused in the initial invoice pilot. When Keito explicitly enables it for your workspace, choose a linked Keito project in the time-entry form and use the Teamwork task field.

  • Search uses your own Teamwork connection and the linked project.
  • Select Include completed if you need to find a completed task.
  • Selecting a task verifies its identity and project with Teamwork. Saving a new or changed reference can also require a fresh provider check; provider availability can affect that operation.
  • Keito saves the task reference with the time entry. Your own previous Keito task choices can be suggested again; they are not shared task mappings for other members.

Stopping a running Keito timer does not require Teamwork to be available. Existing entries keep their saved task reference when a link is paused or an account is disconnected. Normal time entries without a Teamwork reference can still be recorded in Keito.

Import invoices: separate opt-in beta

Invoice import creates unsent Keito drafts, using your own Teamwork invoice access. It does not issue or send an invoice, collect a payment, copy it to accounting, or mark local Keito time as billed.

Supported invoices

The beta supports Teamwork invoices priced by time and expenses when Keito can represent their lines, currency, and total exactly. Fixed-price invoices are not supported. Unsupported currencies, precision, or source fields can also prevent import. The preview explains why an invoice cannot be imported.

Do not assume that a listed invoice is importable. The draft total must match the supported Teamwork total exactly; an invoice that cannot reconcile is refused rather than silently adjusted.

Preview and confirm

  1. Open Invoices and select Import from Teamwork, if that option is enabled for your account.
  2. Choose a source invoice and its linked target project.
  3. Review the client, project, currency, lines, total, and any warnings about overlapping Keito work.
  4. Confirm the target and the draft-only acknowledgement, together with any additional acknowledgements shown.
  5. Create the draft and review it in Keito before taking any separate billing action.

If the source invoice or target changes after preview, Keito can require a new preview. Do not retry with an old confirmation when the page asks you to preview again.

The importer does not apply Keito’s default taxes, discounts, online payment choices, or fee pass-on settings to the source draft. Review your billing requirements before sending it through Keito’s normal invoice workflow.

Duplicate imports, deleted drafts, and holds

  • An active import prevents the same source invoice from creating another active draft. A retry should return the existing result.
  • Deleting a draft retains minimal import and line-provenance evidence. Contact support if finance has approved importing that source invoice again; deletion alone does not release the import.
  • A draft placed on hold for finance review cannot be issued, sent, copied to accounting, or duplicated until the hold is lifted by an authorized operator.

Disconnect and data handling

You can disconnect your own Teamwork account from the settings page. An owner or administrator can select Disconnect Teamwork to disconnect the whole workspace. Workspace disconnection removes every member’s stored Teamwork token and pauses project links. Members must reconnect after the workspace is connected again.

Disconnecting does not delete or change Teamwork data. Historical Keito time references, imported drafts, and minimal import evidence remain with the workspace. Preview data is temporary and has a separate cleanup process; durable import evidence supports duplicate protection and finance review. Workspace deletion removes the workspace’s import evidence.

Troubleshooting

Teamwork or invoice import is missing

Check your Business plan, role, and the specific beta capability approved for your workspace with support. General Keito signup, a Teamwork login, or an installed Chrome extension does not enable this integration.

A task or invoice is unavailable

Confirm that your own connected Teamwork account can access it and that it belongs to the linked project. The item may have moved, been deleted, or become private. Reconnect if the settings page requests it. Ask an administrator to review the project link; do not use another person’s account to bypass access restrictions.

An import is refused or the preview expires

Read the reason shown and create a fresh preview when requested. Fixed-price invoices and unsupported amounts cannot be imported through this beta. If Keito reports an existing import or a finance hold, contact support before trying to recreate the draft.

Teamwork is temporarily unavailable

Wait before trying a lookup again. Provider rate limits or an outage can affect searches, task verification, and invoice previews. You can still stop a running Keito timer and record ordinary Keito time without a Teamwork reference.

See also