Homebase Integration Guide

Overview

The Homebase x Otter integration lets your team clock in and out directly from Otter’s Timecard applet on your tablet. All timecard data is automatically sent to Homebase, where you can view and edit timesheets, as well as log breaks.

 

Benefits of Integrating Homebase with Otter

  • Save time by managing clock-ins and clock-outs in one place
  • Edit timesheets and log breaks easily in the Homebase portal
  • Monitor labor costs with Otter’s built-in Labor Cost report

 


 

Onboarding Requirements 

Before starting the Homebase integration process, please have the following information ready to share with your Otter Account Representative.

Pre-onboarding checklist:

  • Active Homebase subscription
    Only paid Homebase subscriptions are eligible to integrate with Otter. 
  • Homebase API Key
    The API Key is what enables the connection between Otter and Homebase, allowing data to flow seamlessly from Otter to Homebase. 

    If you're on the All-In-One Homebase plan, follow these steps to access your API key.
    If you’re on a lower-tier paid Homebase plan, contact your Otter Account Manager to enable API access.

    Once enabled, follow the link above to grab your API key. 

  • Create Users in Homebase
    Staff profiles created in Homebase must be identical in name to the staff members created in the Otter Dashboard. Depending on which platform you created these users first, ensure that the First and Last name entered is identical for each staff member added across both platforms. 

    Learn how to create users in Homebase
    Learn how to create users in Otter

Once all steps are complete, reach out to your Otter Account Manager to finish setting up the integration on your behalf. 

 


 

FAQs

  • Learn more on labor cost reporting for the Homebase integration here
  • The Homebase X Otter integration is $20 per month

 

 

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