This guide explains how the Salesforce → My Hours import works, what the real-time sync does, and the key behaviors to expect.
What gets imported (field mapping)
Salesforce | My Hours |
Accounts | Projects |
Tasks | Tasks |
Extra details:
Accounts are always imported, even if they don’t have any Tasks.
Tasks are imported under their corresponding Account/Project.
Import modes
1) One-time import
Imports the Accounts and Tasks that exist in your Salesforce account at the moment you run it. No ongoing updates. Perfect for a one-time backfill.
2) Real-time sync of new Accounts (via webhooks)
After an initial setup, My Hours stays up to date automatically. Any new Account created in Salesforce will appear in My Hours in real time.
3) Real-time sync of new Tasks in Accounts (via webhooks)
Keeps Tasks up to date automatically. Any new Task created on an Account in Salesforce will be created in the matching Project in My Hours in real time.
Important behavior
If you rename an Account or Task in Salesforce, My Hours won’t create a duplicate but it also won’t update the name.
Quick setup steps
Connect Salesforce to My Hours (Settings → Apps & Integrations → Salesforce → Connect).
In Configuration, choose one of the following:
The import/sync starts as soon as you enable the workflow(s) and close the window.
Security & Authentication
How integrations handle authorization:
After you connect and authorize Salesforce, My Hours automatically generates an API key for your workspace.
This key is required for the integration to run.
Data exchange is handled via Paragon, our trusted integration provider.
You can disconnect the integration at any time from the Configuration tab (and revoke the API key if needed).