Quick answer: Connect the tools your team uses every day: sign-in (Google Sign In or SSO), file storage (Google Drive, Dropbox, Box, OneDrive for Business), accounting (Xero, FreshBooks, NetSuite), calendar and email, and automation with Zapier. Set up sign-in before you invite your team.

What

Set up the integrations that matter most to your team: sign-in, file storage, accounting and automation.

Why

Fewer tools to switch between, and no retyping invoices or re-uploading files.

Who

Site owners and site administrators. Some project-level integrations can also be turned on by project administrators.

This is step 8 of 8 in the Owner and Administrator onboarding path. About 20 minutes.

How do I connect my tools to Teamwork.com?

Start with the integrations your team will use every day. You can add others later. For the full list, see Integration Options.

Connect

Why

Start here

Sign-in

Let people sign in with their work account.

Google Sign In, or SSO with Okta, Microsoft Azure, Google Workspace or AD FS

File storage

Attach files from where they already live.

Google Drive, Dropbox, Box, OneDrive for Business

Accounting

Send invoices to your accounting software.

Xero, FreshBooks, NetSuite

Calendar and email

See work alongside meetings and email.

Outlook Calendar, Gmail Add-on

Automation

Create tasks and projects from your other apps.

Zapier

AI assistants

Work with Teamwork.com from Claude or ChatGPT.

Claude, ChatGPT

Tip: If you plan to use Google Sign In or SSO, set it up before you invite your team in step 7, so everyone signs in the same way from day one.

How do I turn on file storage for a project?

Storage integrations are turned on for your site first, then for each project that needs them. See Enabling the Google Drive Integration on Your Projects and Enabling the Dropbox Integration on Your Projects.

How do I know this step is done?

  • Your team can sign in the way you chose.
  • Your file storage and accounting tools are connected.

You have finished the Owner and Administrator path. Your site is set up and your team is in. If you also run projects, continue with the Project Manager path.

Frequently asked questions

Should I set up SSO before inviting my team?

Yes. Set up Google Sign In or SSO before you invite your team, so everyone signs in the same way from day one.

Who can set up integrations?

Site owners and site administrators. Some project-level integrations can also be turned on by project administrators.

Where can I see all available integrations?

See Integration Options for the full list.

Related articles