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Connect RotaCloud to UpSheets

You can connect UpSheets directly to RotaCloud to import attendance and leave data, then upload it to Xero. This streamlines the process and removes the need to export and import CSV files.

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Enabling the RotaCloud integration

RotaCloud data can be accessed by creating an API key. After creating the key, you can enter it in UpSheets to connect the two systems.
1

Create an API key in RotaCloud

Register for RotaCloud if you have not already done so. After logging in, select the Settings gear icon from the top right menu and go to the API & Webhooks tab. Click API Keys +, enter your account details and click Create. Copy the API key for the next step.
Keep your API key secret just as you would a password.
2

Enter API key in UpSheets

Select Integrations from the menu in UpSheets and click the RotaCloud tab. Enter the API key, review Enabled (on by default for a new connection), then click Save. UpSheets validates new or changed credentials before saving. If validation fails, your previous connection stays in place and the form keeps what you typed. The API key is masked after a successful save. Nothing is written until you click Save.
For a new connection, Enabled starts on; you can turn it off before saving. An existing connection that is disabled stays disabled until you turn Enabled on and click Save. Turning Enabled off and clicking Save keeps your saved connection; Disconnect removes saved credentials and connection settings, and you must connect again. Previous imports and uploaded data remain. You can then import data from RotaCloud.