How to connect to Forecast

You can now connect Memtime to your Forecast account and get the most of your legal software.

The first step to connecting Forecast to Memtime is to install it as a Connected App.

 
To install Forecast as a Connected App, you can try the following:

1. Open the Memtime App and click on the menu burger to select Connected Apps.

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2. If you do not already see Forecast as a Connected App, you can click on the "Find More Connected Apps" button to easily find it.

 

3. This will take you to your browser, and the Memtime marketplace website will open. You can search here for 'Forecast' or any other Connected App you would like to try. Once you select Forecast, click on the "Connect to Forecast" button.

 

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4. A Pop-up window is going to open, asking you for your API key. 

 

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You will find it by logging into your Forecast account > Admin > API Keys: 

 

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5. After connecting, go back to your Connected Apps in Memtime and click on "Refresh Installed Connected Apps" to see Forecast installed.

 

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The next step is to authenticate Forecast in Memtime. 

1. Select Forecast in your Connected Apps in Memtime and click on "Authenticate".

 

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2. A Pop-up window is going to open, requesting your Forecast e-mail address. You will receive a PIN code, which you will have to introduce. 

 

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3. Refresh the Connected Apps one more time.

 

4. After authenticating Forecast, you can change some settings according to your preferences, such as which tasks you would like to import, or the fallback start time for time entries created in Forecast. 

 

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5. Before start creating time entries, click on the "Project Management" tab in Memtime and sync your Forecast projects and tasks, by clicking on the refresh button. 

 

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6. Once they show up, you can start creating time entries and assigning them to your Forecast projects and tasks by clicking on the "Time Tracking" tab. You will be able to see the time entries you created by logging into your Forecast account > Resourcing > Timesheet entries: 

 

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That's it! Now you can use the Forecast integration in Memtime. Here's a video that shows the complete installation process, as well as how to create and export time entries: