Overview
Torii integrates with Float and syncs:
- Users and their roles, status, and last sign-in time.
- Licenses (Float seats).
- You can constantly stay updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.
Requirements
To connect this integration, we require the following:
Accounts & Permissions
- Access to the Float Account Owner account. Only the Account Owner can see the API token.
Required keys
- Float API token.
How to Generate the Required Values
Step 1: Copy the API token
- Sign in to Float as the Account Owner.
- Go to Company settings > Integrations > Float API.
- Copy the API token.
Important
Float limits access to the API token to the Account Owner. The token is the only credential Float offers, so it acts with the Account Owner's access and cannot be limited to read-only.
How to Connect the Integration
- Go to the Integrations page in Torii.
- Search for Float and click Connect.
- Enter an Account Name and paste the API token.
- Click Connect.
Actions
- Archive Float person - archives the person in Float. Archiving a person also deletes their account, which revokes their sign-in access. Float says this access can only be re-established through the Float UI. Guest accounts (users with no person on the Float schedule) cannot be archived through the API and must be removed in Float.
Float's API does not support creating users or changing their roles, so those actions are not available.
Q&A
Q: What should I enter in the "Account Name" field?
A: The Account Name field lets you connect multiple Float accounts to Torii. The value can be anything you choose. It is only used to distinguish between your connected accounts. Make sure to use a unique Account Name for each account: connecting a different account with an Account Name that is already in use will overwrite the existing account's data, so choosing distinct names is your responsibility.
For any further questions, please contact Torii Support.