Step 1 – Find your Axosoft API Key


Log onto Axosoft web site with your account (Administrator security role). Copy the Axosoft URL from address. In the following example, it is https://johnsmith.axosoft.com/(Figure 1)

 


(Figure 1)


Click and open Tools menu and click “System Options” (Figure 2).

 


 (Figure 2)

 

Open System Settings dialog and then click “Axosoft API Settings” (Figure 3)

 

 

(Figure 3)


Check “Enable API” and then click “Manage API Keys” button to pop up dialog "Manage API keys", Click Add button and then show Add: API keys dialog, get Client ID and Client Secret value , Copy token from API Settings section (Figure 4).

 


 (Figure 4)


Step 2 -- Enter your Axosoft URL and API key in Worksnaps


In Worksnaps, go to Profile & Settings >> 3rd-Party Integration >> Axosoft, Switch Axosoft Integration to Yes, enter the Axosoft URL, Client ID and Client Secret; Click click here link to re-establish the connection to AxoSoft(Figure 5).



 (Figure 5)


Then click Start Test button to test the connection (Figure 6).

 


 (Figure 6)


If you are successfully authenticated on the Axosoft site, the following message will be seen. Make sure that you save the configuration (Figure 7).

 

 (Figure 7)


Step 3 -- Sync Projects and Tasks from Axosoft


Once you have set the Axosoft URL and API key and verified that the connection is okay, you can click the link at the bottom of the page to sync projects and tasks with Axosoft (Figure 8)

 

 (Figure 8)


A wizard will guide you through the process to import projects and tasks from Axosoft (Figure 9).

 

 (Figure 9)


Choose a project which you want to import from Axosoft to Worksnaps (Figure 10).

 

(Figure 10)


Once a project is selected, all the tasks assigned to you in the project will be imported to Worksnaps (Figure 11).

 

 (Figure 11)


You will see the project created in Axosoft site listed in the Worksnaps After import project (Figure 12), you will be Manager (Owner) role by default.


Now you have finished all steps to import project from Axosoft site with administrator role. all other roles in Axosoft site follow these steps to import project and they will be member by default in worksnaps site. Of course , Manager (Owner) will be able to assign any role to import user later in worksnaps site