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Integrate Workfront Proof with Basecamp

Last update: Wed Nov 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

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IMPORTANT
This article refers to functionality in the standalone product Workfront Proof. For information on proofing inside Adobe Workfront, see Proofing.

If you use Basecamp for project management you can offer your project team richer review and approval tools using Workfront Proof.

Understanding the Basecamp Integration with Workfront

Integrating with Basecamp allows users to view, review, and approve proofs all within Basecamp. Users can submit proofs to your Workfront Proof account and connect them with your Basecamp project. Your reviewers can comment and make decisions via Basecamp, using the mini proof embedded in your Basecamp message.

When integrated with Workfront Proof, Basecamp has the following proofing functionality:

  • Users can review and approve proofs within Basecamp Classic.

  • Users have review tools readily available.

  • Project review teams receive a message in Basecamp with a mini proof for review and approval.

  • Users can switch to a full-page proof for review and approval.

  • Users can add comments and markups to both mini- and full-sized proofs.

    note note
    NOTE
    Once a comment has been replied to, it cannot be edited or deleted.

  • Reviewers can respond to the and markups made by other reviewers.

  • Users are alerted when a new version of proof is available.

  • Users who are not Workfront Proof users can work on a proof in Basecamp.

The integration of Workfront Proof with Basecamp must be set up on two levels:

You can integrate Workfront with either Basecamp or Basecamp Classic. Each version of Basecamp uses a different API and, therefore, requires different configuration procedures.

For information on configuring Basecamp Classic, see Integrating Workfront Proof with Basecamp Classic.

Enabling the Basecamp Integration with Workfront Proof

As a Proof Permissions Profiles in Workfront Proof or Proof Permissions Profiles in Workfront Proof, you can set up the Basecamp integration for the whole account in your Account settings.

  1. In Basecamp, collect the following information:

    • The URL for your Basecamp account
    • The URL found in the “My info” section

  2. Log out of Basecamp.

  3. Click Account settings near the upper-right corner.

  4. Click the Integrations tab.

  5. In the Basecamp section, to the right of Basecamp integration, click Enable.

  6. Next to Basecamp version, verify the Classic version is the version you are integrating with.

  7. (Conditional) If no Basecamp URL displays, click Edit, type the URL for your Basecamp account, without including “http://,” and then click Save.

  8. In the upper-right corner of the window, click Settings > Personal settings.

  9. Click the Integrations tab.

  10. Under Basecamp, to the right of Basecamp integration, click Enable.

  11. In the options appear, to the right of Basecamp API Token, click Edit.

  12. In the box that appears, type the URL found in the “My info” section in Basecamp, then click Save.
    Once you integrate Workfront Proof with Basecamp, your users can configure their personal settings. For information on setting up personal settings, see Configuring Personal Settings

  13. If you cannot enable Basecamp integration, your Workfront Proof account ID might not be the same as the account ID you use in Basecamp.

  14. Once you integrate Workfront Proof with Basecamp, your users can configure their personal settings. For information on setting up personal settings, see Configuring Personal Settings.

Configuring Personal Settings

After you set up Account settings for your Organization, each one of your authors that creates/submits proofs should set their personal settings.

  1. Go to Personal ​ settings.

  2. Open the Integrations tab (1).

  3. To enable the Basecamp integration, click Enable (2).

  4. Click Connect to your Basecamp account (3).
    Basecamp_personal_settings-integration.png

  5. Log in to your Basecamp account (1).
    Basecamp_login_page.png

  6. Click Yes, I’ll allow access to authorize Workfront Proof access to your account (2).
    Basecamp_authorization_page.png

  7. (Optional) When your personal integration is active (3), you can switch easily between your Basecamp accounts.

    1. Clicking Switch Basecamp account (4).\

      Basecamp_switching_accounts__1_.png
      The Switch Basecamp Account takes you to the Personal Settings page, where you can choose which of your Basecamp accounts you want to integrate with your Workfront Proof account.

    2. Click Re-Integrate with Basecamp (5) before choosing the Basecamp account\

      This refreshes the Personal Settings page and shows your most up-to-date list of Basecamp accounts.

    3. Click Integrate with this account to connect it with Workfront Proof.\

      Basecamp_switching_accounts_2.png
      You can now add proofs to Basecamp projects.

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