Connect your Workamajig account
Enter your details below to activate your ClearView daily pace report. This takes about five minutes. Your API tokens are transmitted over HTTPS and written directly to your private ClearView account.
Your credentials are never stored in plain text. They are encrypted in transit and written directly to your private ClearView account. Your tokens are stored securely and used only to pull your Workamajig data each morning. We recommend creating a dedicated read-only Integration User in Workamajig rather than using an admin account.
Step 1 of 3 - Agency info
Comma separated. These are the people who will receive the daily ClearView email each morning.
Used to calculate the correct business day for your daily report.
Step 2 of 3 - Agency financials
Your agency's average blended bill rate per hour.
Your monthly labor cost floor, the number you need to hit to cover payroll.
Number of employees who log billable hours.
Expected monthly billable hours per person. Typically 120 to 140 for full-time staff.
Step 3 of 3 - Workamajig credentials
Just the server portion of your Workamajig URL, for example
app8.workamajig.com. Do not include https:// or /platinum.In Workamajig: click the logo (top left), Admin/Manager, System Setup, Account Information, Connections, API. Copy the Company API Access Token.
In Workamajig: click your name (top right), scroll to the bottom, click New User Token. We strongly recommend creating a dedicated read-only Integration User and generating the token from that account.
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You're all set
Your information has been submitted securely. ClearView will confirm your account is active within one business day and your first report will arrive the following morning. You can close this page.