BugHerd and Productive Integration
- Last updated on September 11, 2024 at 12:45 AM
What is Productive?
Productive is a one-stop shop for agencies of all types and sizes to help manage sales, resource planning, forecasting and financial planning, and project management. Productive helps agencies manage projects, streamline work for team members, budget and track time for better invoicing. Connecting BugHerd with Productive allows you to combine the simplicity of collecting and managing feedback on projects with the project management capabilities of Productive.
How this integration works
Link BugHerd to Productive to send feedback and tasks from your clients & team in BugHerd into Productive to be resolved. Tasks sent from BugHerd will include the task description, screenshot and metadata captured by BugHerd.
How to install
This video shows you how to set up your integration and how it works.
Information you'll need to connect BugHerd to Productive
To connect BugHerd to Productive you'll need the following information from the API Settings in Productive.
- A Personal access token (API key) from Productive
- Your Productive Organization ID
- Your Productive Project ID
- Your Productive Task List name
These can be found in your settings in Productive or through your project in Productive.
Finding your Personal Access token, Organization ID, Project ID and Task list name in Productive
- Open Productive.
- Click on your profile in the top right corner and select Settings.
- Then Select API integrations.
- Your Personal access token.
Click Generate New token. The New personal access token window appears.
Name your token, select Read/Write and click Generate.
Once it's generated, hover over the token and click Copy Token. - Your Organization ID can be found in the same settings as your Token.
- Your Project ID can be found in the URL of your project.
- Your Task List names are listed under each project.
Link BugHerd to Productive
- Click Integrations in the Left-hand side of your project task board. The Integrations window appears.
- Select the Productive Integration by clicking connect. The Productive integration window appears.
- Click Connect.
- Enter your Personal Access Token from Productive.
- Click Continue. You'll be taken to the Configuration tab. Here you can link BugHerd to a specific project in Productive
Link BugHerd to your Productive project
To start sending BugHerd Tasks to Productive enter the Project ID of your Productive Project, the Task List Name and your Organization ID.
Entering this information enables you to send tasks manually to Productive, directly from the task details in BugHerd.
Send a task manually
- In BugHerd, select the task you want to send to Productive.
- Click Integrations on the task.
- Click Add to Productive to send it to your Productive task list.
Now, let's look at how to set up your integration to automatically send tasks to Productive.io and update them as needed.
Automate sending tasks and updates
Choose to send tasks to Productive automatically, and enable Productive.io to be updated with changes made to BugHerd tasks. You can also choose to update BugHerd when tasks are completed in Productive.io.
a) Select Automatically Create Tasks in Productive to send all tasks from BugHerd to Productive, including tasks in the feedback tab (guest feedback). | |
b) Select Create comments in Productive to send comments to Productive.io when they're added to a BugHerd task. | |
c) Select Sync Comments from Productive to BugHerd to send comments to BugHerd when they're created in Productive.io | |
d) Select Sync status To BugHerd to update the status in BugHerd if they change in Productive. You'll need to add the name of the column you want updated in BUgHerd. (ie Done) |
Troubleshooting
If tasks aren't showing up in Productive, check the following:
- Confirm that you've entered the Task List Name as it is spelt in Productive. Task list names aren't case sensitive.
- Ensure you have member access to the project you're sending tasks to.
- Note: Items attached to BugHerd tasks are not sent to Productive.