# 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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{% stepper %}
{% step %}

### Accessing Integrations

* Go to **Settings**
* Select **Integrations**
* View connected and available integrations
  {% endstep %}

{% step %}

### Connecting Integrations — OAuth Integrations

For services like Slack or Salesforce:

* Find the integration
* Click **Connect**
* Log in to the service
* Authorize Kaana
* Configuration completes
  {% endstep %}

{% step %}

### Connecting Integrations — API Key Integrations

For services requiring API keys:

* Find the integration
* Click **Configure**
* Enter your API key
* Click **Save**
  {% endstep %}

{% step %}

### Connecting Integrations — Webhook Integrations

For custom webhooks:

* Go to **Integrations**
* Click **Add Webhook**
* Enter:
  * Webhook URL
  * Events to trigger
  * Secret (optional)
* Click **Save**
  {% endstep %}
  {% endstepper %}

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## Managing Integrations

{% stepper %}
{% step %}

#### View Connection Status

Each integration shows:

* Connected or disconnected
* Last sync time
* Error status (if any)
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#### Refresh Connection

If an integration has issues:

* Open the integration
* Click **Refresh**
* Re-authenticate if needed
  {% endstep %}

{% step %}

#### Disconnect Integration

* Open the integration
* Click **Disconnect**
* Confirm

Data previously synced remains in Kaana.
{% endstep %}
{% endstepper %}

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## Harvest Integration

{% stepper %}
{% step %}

#### Connect Harvest

* Find Harvest in integrations
* Click **Connect**
* Log in to Harvest
* Authorize access
  {% endstep %}

{% step %}

#### Link Projects

Map Harvest projects to Kaana projects:

* Open a project
* Click **Link Harvest Project**
* Select the Harvest project

Time entries sync automatically.
{% endstep %}

{% step %}

#### View Time Data

See Harvest time in:

* Project overview
* Task details
* Reports
  {% endstep %}
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## Slack Integration

{% stepper %}
{% step %}

#### Connect Slack

* Find Slack in integrations
* Click **Connect**
* Select your workspace
* Choose a channel
* Authorize
  {% endstep %}

{% step %}

#### Configure Notifications

Choose what to send to Slack:

* Task assignments
* Project updates
* Issue alerts
* Milestone achievements
  {% endstep %}
  {% endstepper %}

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## Webhook Integration

{% stepper %}
{% step %}

#### Create a Webhook

* Click **Add Webhook**
* Enter the endpoint URL
* Select events:
  * Project created
  * Task updated
  * Issue created
  * etc.
* Add authentication if required
* Save
  {% endstep %}

{% step %}

#### Test Webhook

* Open the webhook
* Click **Test**
* Check that your endpoint received data
  {% endstep %}

{% step %}

#### View Webhook Logs

See recent webhook calls:

* Success/failure status
* Response codes
* Retry attempts
  {% endstep %}
  {% endstepper %}

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## Troubleshooting

<details>

<summary>Connection Failed</summary>

* Check your credentials
* Verify the service is accessible
* Try disconnecting and reconnecting

</details>

<details>

<summary>Sync Not Working</summary>

* Check integration status
* Look for error messages
* Verify permissions in the connected service

</details>

<details>

<summary>Missing Data</summary>

* Confirm the data was created after connecting
* Check filter settings
* Verify project/entity links

</details>

<details>

<summary>Permissions</summary>

Managing integrations requires:

* Admin or Owner role
* Integration management permission

</details>