Integrations Overview

Connect Kaana to other tools and services your organization uses.

Available Integrations

Kaana can integrate with various services:

Communication

• Slack — Send notifications to Slack channels

Time Tracking

• Harvest — Sync time entries with projects

CRM

• Salesforce — Connect customer data

• HubSpot — Connect customer data

Billing

• Zuora — Subscription management

• Stripe — Subscription management

Other

• Custom webhook integrations

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1

Accessing Integrations

• Go to Settings

• Select Integrations

• View connected and available integrations

2

Connecting Integrations — OAuth Integrations

For services like Slack or Salesforce:

• Find the integration

• Click Connect

• Log in to the service

• Authorize Kaana

• Configuration completes

3

Connecting Integrations — API Key Integrations

For services requiring API keys:

• Find the integration

• Click Configure

• Enter your API key

• Click Save

4

Connecting Integrations — Webhook Integrations

For custom webhooks:

• Go to Integrations

• Click Add Webhook

• Enter:

  • Webhook URL

  • Events to trigger

  • Secret (optional)

• Click Save

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Managing Integrations

1

View Connection Status

Each integration shows:

• Connected or disconnected

• Last sync time

• Error status (if any)

2

Refresh Connection

If an integration has issues:

• Open the integration

• Click Refresh

• Re-authenticate if needed

3

Disconnect Integration

• Open the integration

• Click Disconnect

• Confirm

Data previously synced remains in Kaana.

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Harvest Integration

1

Connect Harvest

• Find Harvest in integrations

• Click Connect

• Log in to Harvest

• Authorize access

2

Link Projects

Map Harvest projects to Kaana projects:

• Open a project

• Click Link Harvest Project

• Select the Harvest project

Time entries sync automatically.

3

View Time Data

See Harvest time in:

• Project overview

• Task details

• Reports

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Slack Integration

1

Connect Slack

• Find Slack in integrations

• Click Connect

• Select your workspace

• Choose a channel

• Authorize

2

Configure Notifications

Choose what to send to Slack:

• Task assignments

• Project updates

• Issue alerts

• Milestone achievements

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Webhook Integration

1

Create a Webhook

• Click Add Webhook

• Enter the endpoint URL

• Select events:

  • Project created

  • Task updated

  • Issue created

  • etc.

• Add authentication if required

• Save

2

Test Webhook

• Open the webhook

• Click Test

• Check that your endpoint received data

3

View Webhook Logs

See recent webhook calls:

• Success/failure status

• Response codes

• Retry attempts

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Troubleshooting

Connection Failed

• Check your credentials

• Verify the service is accessible

• Try disconnecting and reconnecting

Sync Not Working

• Check integration status

• Look for error messages

• Verify permissions in the connected service

Missing Data

• Confirm the data was created after connecting

• Check filter settings

• Verify project/entity links

Permissions

Managing integrations requires:

• Admin or Owner role

• Integration management permission