Integrations

The workspace Integrations page manages the connection between SolaProjects and SolaCount for your whole organization. Connecting adds financial visibility to your existing projects — linked invoices, expenses and bills, project profitability, approved time turned into draft invoices, and budget versus actual — without copying, recreating or renumbering your projects. SolaCount simply uses the same project records and IDs.

Owners and finance managers use this page to connect, pause, disconnect, resume and health-check the connection. Everyone else can open it to see the status and ask an administrator to act.

This page is the workspace sidebar item. The project-level Integrations tab (webhooks, API tokens, native integrations) is covered in Integrations (project tab).

Where to find it

Who sees it: every SolaProjects user. Who can act:

The connection itself needs SolaCount on the plan (SolaCount Premium, or a bundle that includes it) and SolaProjects Professional or higher.

Screen tour

If the page cannot load: We couldn't load the SolaCount connection. with Retry.

Counters

Statuses and buttons

Non-managers also see "Ask your organization owner or Finance administrator to complete setup." whenever the status is not Connected. The page re-checks the status each time you return to the browser tab.

Automatic connection for new organizations

Usually you do not need to connect by hand. When an organization's plan has both SolaCount and SolaProjects, SolaCount connects SolaProjects automatically right after SolaCount setup is finished — but only for a fresh organization where all of these are true:

• the plan includes both apps;
• SolaCount setup is complete (chart of accounts and base currency);
• the organization has an active owner;
• nobody has made a connection choice yet (no earlier connect, pause, disconnect, dismissed reminder or custom switch);
• there is no business data yet (no projects, journal entries, invoices, bills, expenses, payments or sales receipts).

Otherwise the page shows Ready to connect for an owner to review. Automatic connection never resumes a paused or disconnected connection and never creates projects, accounting documents or journal entries.

Tasks

Connect SolaCount

1. Open Integrations. The badge must read Ready to connect.

2. Click Connect SolaCount (or Review what will happen — same review). The dialog SolaProjects ↔ SolaCount · 1/4 opens.

3. Step 1 · Overview — Organization, Plan, Finance setup (Complete / Incomplete), Connecting as, Existing projects, and: "Your existing projects will become available in SolaCount using their current records and IDs. They will not be copied or recreated." Click Continue.

4. Step 2 · Readiness check — each check shows Ready, Warning or Blocked with a message. Continue stays disabled while any check is Blocked.

5. Step 3 · Review what will be enabled — "Projects created: 0 · Project IDs changed: 0 · Automatic accounting documents: 0". Toggle features (all on by default):

   Toggle	Effect
   Link invoices to projects	SolaCount invoices can carry a project.
   Link expenses and bills to projects	Costs can be assigned to projects.
   Show project costs and profitability	Profitability appears on project Overviews.
   Enable approved time → draft invoice	Approved billable time can become a SolaCount draft invoice.
   Show budget versus actual	The Budget tab compares with posted actuals.

6. Step 4 · Confirm connection — "Connecting enables financial features for your existing projects without copying or changing them. No accounting documents will be created automatically." Click Connect SolaCount.

7. You see SolaCount connected. Your project IDs were preserved. The badge turns Connected and admins receive a Connection complete notification.

Each step is saved as you go — close the dialog and Connect SolaCount resumes where you left off. Back returns a step. Errors: Could not start the connection review., Could not save this step., Connection checks are blocked. Review the readiness results.

Postpone or stop reminders

• Not now — closes the prompt; reminders continue.
• Don't remind me — stops reminder notifications: Connection reminders stopped. Without it, owners and finance managers get up to two reminders (after about 24 hours and 7 days).

Ask an administrator

1. Click Notify an administrator.
2. You see An administrator was notified. Owners and finance managers receive SolaCount connection requested in Notifications. Repeated clicks on the same day send one request.

Pause, disconnect, resume, reconnect

Confirm → Connection status updated. (or Could not update the connection.). Nothing is deleted; invoices, bills and billed time already in SolaCount stay.

Run a connection check

Click Run connection check → Connection check completed. If a safety check newly fails, the badge becomes Connection needs attention and admins are notified.

Complete Finance setup

On Finance setup incomplete, click Complete Finance setup (shows Opening Finance setup…) to open SolaCount setup for this organization. If it cannot open: "Could not open Finance setup. Please retry."

Lifecycle

A single project can opt out with Settings → Integrations → Internal project / finance disabled — see Settings and Integrations (project tab).

Permissions

Worked examples

Example 1 — a team member asks for the connection

Sara Khan (Projects Member) at Al Noor Trading LLC wants to bill approved time. She opens Integrations: "SolaCount Premium is ready, but an organization owner or Finance administrator must complete the connection." She clicks Notify an administrator → An administrator was notified. Fatima (owner) gets SolaCount connection requested — Sara Khan asked an administrator to review the SolaCount connection.

Example 2 — owner connects, then pauses at year-end

1. Fatima opens the page: Ready to connect, counters Active projects 9 · Archived 3 · With time entries 6 · Ready to bill 14.
2. Connect SolaCount → Overview (Plan Premium, Finance setup Complete) → Readiness: all Ready → she leaves all five features on → Connect SolaCount.
3. SolaCount connected. Your project IDs were preserved. Al Noor Showroom Fit-out (ALN-FIT) keeps its ID; its Overview now shows revenue, cost and margin in AED.
4. In December, while closing the books, she clicks Pause Finance integration → confirms → Connection status updated. Badge: Integration paused.
5. In January she clicks Resume integration → Connected again; Recent connection activity lists paused and resumed with times.

How it connects

Tips and common problems

Related

• Integrations (project tab) · Settings · Budget and finance
• Dashboard · Notifications · Overview
• Time approval & billing · SolaProjects overview