To connect your Workforce account to Buddy, all you need to do is :
- Check that you are currently logged into Workforce from the same browser
- In Buddy, go to Company Settings
- Click on the Integrations tab
- Click Connect next to Workforce
- Authorise Access to Workforce
Screenshot of the Connect Button to Workforce
Once this is done, you should start by mapping the fields.
Note on Multiple Workforce Accounts
If your workforce admin has access to multiple accounts on Workforce:
- Create a new admin account that can access only a single company in Workforce
- Once logged in, then connect with Buddy
If a multi-account permission is connected, this may result in unintended consequences and failures of syncs.