WinTeam integration
WinTeam is TEAM Software's workforce management platform for security, cleaning and facility services. InstaNotified connects to it with an API key and imports employees and schedules from it, so you do not retype either one. The integration is marked Alpha and is available on paid plans.
Last updated 2026-11-10
What it syncs
Employees
- Full name
- Phone or mobile
- Status (active or inactive)
Schedules
- Shift date
- Start time
- End time
- Status (scheduled, completed, cancelled, missed)
- Notes
Records are matched by the provider's own ID, so a second sync updates existing employees and shifts instead of duplicating them. Imported shifts are placed at your own sites, created from the provider's locations when needed.
Connect WinTeam
- Open Settings > Integrations and choose Add Integration.
- Pick the provider, name the integration, and enter the API base URL and API key from the provider's admin settings.
- Choose what to sync (Employees, Schedules). Syncs read from the provider and write into InstaNotified; nothing is sent back to the provider.
- Use Test Connection, then Preview Changes to see what would be created or updated without importing anything.
- Run Sync Everything, Employees Only or Schedules Only. Turn on Auto-Sync to repeat it on an interval; Sync History lists every run.
Frequently asked questions
What does the WinTeam integration sync?
Employees (name, email, phone, status) and schedules (shift date, start and end time, status, notes). It is configured per company under Settings > Integrations. Records are imported from WinTeam into InstaNotified; nothing is written back to WinTeam.
How do I connect WinTeam?
Add an integration, choose WinTeam as the provider, and enter the API base URL and API key from your WinTeam administrator. WinTeam API access is arranged with TEAM Software. Use Test Connection before the first sync.
Is the integration production-ready?
It is marked Alpha in the product. It works, but it is still evolving, so check the synced data after each run and use Preview Changes before importing.
Can I preview a sync first?
Yes. Preview Changes shows the employees and schedules that would be created or updated without importing anything.