Add-Ons

The Add-Ons page lets you add optional features and third-party integrations to Active Collab. You can activate any add-on by clicking the Configure button.

Active Collab Timer #

The timer is a desktop app that helps you track time on tasks. The timer settings let you configure:

  • Rounding - when enabled, Active Collab will always round time entires up. If set to 15 min, a 35 min time entry will appear as 45 min when sent to Active Collab.
  • Minimum time entry - this is the smallest time interval that can be logged. If set to 30 min, a 10 min time entry will appear as 30 min when sent to Active Collab.

The Timer settings can only be updated by Owner users, but the changes apply to everyone. Member users can't change these settings.

Slack #

Active Collab can post updates from your projects to a Slack channel so you can receive notifications whenever:

  • a task is created, completed, copied/duplicated, and moved to a task list,
  • time and expenses are logged,
  • a user is invited and when they accept invitation,
  • a project is created (if "All projects" selected).

To receive updates in Slack:

1

Log in to Slack from your web browser.

2

Log in to Active Collab and enable Slack under Add-Ons.

Slack for self-hosted users

Before enabling Slack, you need to provide Client ID and Client secret. To get those:

1

Create a Slack app

2

Fill out the basic information

3

For instructions and support links, use the link to this help page

4

For the Redirect URI, use the link to your Active Collab (eg. https://youractivecollab.com)

When you create the app, you'll see your Client ID and Client secret that you can paste into Active Collab.

3

Choose which projects to include and click Connect

4

Choose the channel where you want to receive updates and click Authorize

You can add more connections between different projects and channels or push notifications as direct messages to a certain team member.

If you disconnect the add-on, you'll have to reconnect all the channels and project when activating the add-on again.

Note

Anyone invited to the channel will be able to see notifications about all tasks, including the ones marked as "Hidden from clients". However, only users with the right permissions will be able to open them in Active Collab.

Payment Processing #

Active Collab supports several payment services so your clients can pay their invoices online:

  • PayPal Express Checkout - clients can pay using their PayPal account.
  • PayPal Direct Payments - clients can make direct payments with their credit cards (requires you to have a PayPal Payments Pro account).
  • Braintree - client can use PayPal, Bitcoin, Apple Pay, and credit cards.
  • AuthorizeNet and Stripe - clients can make credit card payments.
Note

You can have only one credit card payment service active at a time.

Basecamp Migration #

You can copy all your Basecamp projects into Active Collab and continue where you left off.

1

Enter your Basecamp URL (eg. https://basecamp.com/3054895).

2

Enter your Username and Password.

3

Click Check Connection.

4

Confirm you want to copy the projects by clicking Start The Import Now.

Note

You can import only Basecamp 2 projects; Basecamp 3 projects (at 3.basecamp.com) are not supported.

The import can take some time, depending on the number and the size of your projects. When a project is imported, it will show up in your Active Collab. You can leave the page and visit it later to check the progress.

Trello Migration #

You can copy all your Trello projects into Active Collab and continue where you left off.

1

Click Connect to Trello.

2

You'll be taken to trello.com, asking you to let Active Collab use your account. Click Allow (you have to be logged in first).

3

Before the import starts, connect Trello users to Active Collab users.

Note

If you're importing users that don't exist in Active Collab, you'll need to manually enter their emails. They won't be invited until you say so, after the import.You can leave email fields empty and enter them after the import in the People section.

4

Click Start The Import Now.

The import can take some time, depending on the number and the size of your projects. When a project is imported, it will show up in your Active Collab. You can leave the page and visit it later to check the progress.

Once all projects are imported, finish the import by sending imported users email invitations to Active Collab. You can do this anytime you want (but imported users won't be able to log in as they didn't get the invitation mail).

After that, you can start the importer again, and import new users and projects.

Wrike Migration #

To connect your Wrike account with Active Collab do following:

1

Open Add-Ons.

2

Go to the Wrike>Configure.

3

Click Connect to Wrike.

4

You'll be taken to wrike.com, asking you to let Active Collab use your account. Click Allow (you have to be logged in first).

5

You’ll be taken back to Active Collab Add-Ons page. There, pick the Wrike account you’d like to import and click Import.

6

After the import is complete, you’ll be able to invite users from Wrike. They won't be invited until you say so. You can choose not to invite users right away and add them later from the same place or in the People> +Invite people

Webhooks #

Webhooks can notify 3rd party services about what's happening in Active Collab. To push data back to your Active Collab, use our API (webhooks can only take data from Active Collab).

The URLs specified here will be triggered with a POST HTTP request when:

  • a new project, discussion, task, comment, note, or company is created
  • a task is edited, copied/duplicated, completed, or moved to a different task list or a project
  • a new user is invited or accepts the invitation
  • a new file is uploaded
  • a time record or expenses are logged
  • something is moved to or back from the trash

A 3rd party app sends a POST HTTP request to a webhook in Active Collab and receives a JSON payload; the format depends on the webhook and can’t be changed.

JSON payload format
{
 ‘payload’   //serialized object
 ‘timestamp’ //timestamp
 ‘type’      //event type that triggered the webhook, e.g. 'TaskCreated'
}

To add a new webhook:

1

Click Add New Webhook.

2

Enter the Description of your webhook.

3

Enter the Target URL from which your app receives POST requests.

4

Enter the Secret used for authentication (optional).

5

Click Add New Webhook.

QuickBooks #

You can connect Active Collab to your QuickBooks Online account. Then the invoices you create in Active Collab will be sent to your QuickBooks account for further processing (learn more).

Xero #

You can connect Active Collab to your Xero account. Then the invoices you create in Active Collab will be sent to your Xero account for further processing (learn more).

Client+ #

You can collaborate even more closely by giving your clients the new Client+ user role.Then they’ll be able to create and assign tasks, and you’ll be able to assign tasks to them. They won’t be able to see hidden tasks and other items in Active Collab (learn more about working with clients).

Note

Each Client+ user takes up a seat in your cloud plan, just like the Owner and Member roles.

Google Drive #

You can attach files from your Google Drive account to tasks, discussions, notes, and comments just like regular files. In that case, when you click on the attachment, you'll be redirected to Google Drive.

Before you attach a file, make sure you set the permissions right in Google Drive so others can open it. Active Collab treats the attachment as a link and doesn't have anything to do with the permission system behind the file. This also means Active Collab won't be able to generate a preview for Google Drive attachments.

Once you disconnect the add-on, Google Drive files will remain attached in Active Collab; the only difference is, you won't be able to attach new Google Drive files.

Enabling Google Drive on self-hosted

You need to create an app on Google Drive and then copy and paste the client ID and secret:

2

Click Create a project.

3

Name your project, select Yes (for both options), and click Create.

4

Click Enable.

5

Go to Credentials page.

6

Click Create credentials and select OAuth client ID.

7

Click Configure consent screen.

8

Under Product name shown to users, enter whatever you like.

9

Under Create client ID, choose Web application.

10

Enter name and under Authorized JavaScript origins enter URL of your self-hosted Active Collab, then click Create

11

Copy and paste your client ID and client secret in Active Collab -> Add-Ons -> Google Drive.

You can always get these information again by returning to your Credentials page.

Dropbox #

You can attach files from your Dropbox account to tasks, discussions, notes, and comments just like regular files. In that case, when you click on the attachment, you'll be redirected to Dropbox.

Before you attach a file, make sure you set the permissions right in Dropbox so others can open it. Active Collab treats the attachment as a link and doesn't have anything to do with the permission system behind the file. This also means Active Collab won't be able to generate a preview for Dropbox attachments.

Once you disconnect the add-on, Dropbox files will remain attached in Active Collab; the only difference is, you won't be able to attach new Dropbox files.

Enabling Dropbox on self-hosted

You need to create an app on Dropbox and then copy and paste the app key and secret:

2

Choose Dropbox API, and then either App folder or Full Dropbox, and enter some name (make sure you checked "I Agree").

3

Under Chooser/Saver domains, enter the URL of your self-hosted Active Collab and click Add next to it.

4

Copy and paste your App key and App secret in Active Collab -> Add-Ons -> Dropbox.

Zapier #

Zapier lets you connect Active Collab to thousands of other web apps. To enable the integration:

1

Log in to Zapier and click New Zap.

2

Choose Active Collab.

3

Open Active Collab and enable Zapier under Add-Ons.

4

Copy the Active Collab URL and Token, then paste them to Zapier.

5

Choose an action and trigger event to create a Zap.