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Centerbase Integration

Sync your clients and matters from Centerbase to Billables AI. Export your approved time entries from Billables AI to Centerbase.

Instructions

  1. Go to the Integrations page on Billables AI and select Centerbase from the Billing Integrations dropdown. Then click "Authorize".
  2. You'll be prompted to enter your Centerbase credentials to enable your account.
  3. You should see the Integration connected once you've successfully enabled:

Upon successful completion, you'll see your clients and matters populate on the Billing Codes page:

Exporting Time Entries to Centerbase

Review and approve your time entries directly in the Billables AI dashboard. Once you're done approving your time for each day, you can export all your time entries back to Centerbase by clicking the "Release to Centerbase" button at the top.

 

Best Practices

Set a Centerbase Code default value.

Billables AI automatically syncs your Centerbase codes as a custom code in Billables AI. 

We recommend selecting default value for your code by visiting the Settings page and selecting a Custom Code default value. This default value will automatically populate for all your time entries, with the option to edit as needed.

 

Require Custom Code for all Time Entries

If your firm requires the Centerbase code for all your time entries, we recommend implementing an org setting that will require this to be inputted before time entries are approved.

FAQs

What should I use for my Centerbase login?

Each user in Centerbase has both a USERNAME and an EMAIL ADDRESS. When logging into Centerbase normally, you would use your E-mail Address. However, in this case, you would need to use your User Name. It is possible for your User Name to be the same as the email address, but often times it is not. If you're not sure what your User Name is, please reach out to your Centerbase contact.