Float Integration with Metric.ai

tild3339-3166-4238-a162-333335636233__float-metric-app-intAutomatically import the clients, departments, employees, projects, tasks and time offs of your consulting company from Float

About Metric.ai

Metric.ai is a financial planning software tailored for professional services. Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.


About Float

Float arms you with the tools to make scheduling simple. Schedule, monitor and report on your team's time in one place. Changes are real-time, collaborative and fast. Live schedule updates Super-powerful schedule editing Rinse and repeat tasks Custom sort, search and save Flexible time off scheduling Project milestones Create task dependencies using multi-select

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What does Float+Metric.ai integration do?

Metric.ai properly maps clients, projects, departments, and employees from Float to augment analytics data with forecasts about team allocation. Multiple times per day Metric.ai imports team schedule from Float.


How to connect Float and Metric.ai

Metric.ai automatically syncs with Float multiple times per day after the initial connection. To connect Metric.ai to Float, perform the following procedure:

1. Sign in to Metric.ai
2. Select INTEGRATIONS from the left menu
3. Click NEW button
4. Select Float from the list of integrations
5. Authorize Metric.ai app in Float.
6. Wait for couple hours (depends on the number of records) for the data to appear in Metric.ai
7. Validate that clients, projects, departments and employees synchronized correctly.