How to set up for Connecteam

Learn more about Connecteam here

In Odyssey

1. Set up the Connecteam API  in Odyssey's system settings

• Learn more about setting up the API here.  This step activates/allows the integration.

2. Define which trail/trails will use Rostering

• From the Main Menu | Settings | Company Settings | Trails (L1) | Depot tab,
• in the Rostering SchedulerID field, enter the ID number which has been copied from Connecteam
• a different ID number is required for each trail using Connecteam

3. Drivers and Guides

• Staff members who are set up in Connecteam need to have a ID number assigned to them in Odyssey
• From the Main Menu | Resources | Staffing | Shuttle Drivers List | (select a Driver) | Details tab
• Ensure there is a value for each employee entered in the CTUserID field
• find the code in Connecteam here:  Main Menu | Users | select a user | scroll to bottom to find Connecteam User ID | copy and paste this into Odyssey's CTUserID field

In Connecteam

Company settings

• Go to the top right hand corner of the window, where the logged in user's name is, and choose Settings from the drop down list

• Enter any Company settings required

• From Connecteam's Main Menu, choose API and Integrations

• From the Integrations Menu, choose API Keys
  • Copy the circled data into Odyssey's API Rostering settings

• From the Integrations Menu, choose Webhooks
  • Copy the circled data into Odyssey's Webhooks settings
  • this determines that when specific actions are taken inside Connecteam, the data that's appropriate  flows back into Odyssey, and Odyssey gets updated.

For users

Manually create records for each team member, matching the names with those in Odyssey