Skip to main content
The Accelo integration makes client work, retainers and time available in your delivery. Ask how much of a retainer period is used, how a project is tracking against budget, or which tickets are open for a client, and Hebno answers from Accelo with each project, ticket and activity cited. When a request implies a change, such as logging time or adding a note, Hebno shows a confirmation card and writes to Accelo only after you confirm.

​
At a glance

​
Before you start

You need:
  • An owner or admin role in Hebno.
  • Your Accelo deployment name, the first part of your Accelo address, for example yourfirm in https://yourfirm.accelo.com.
  • An Accelo administrator who can register API applications.
The administrator registers two applications in Accelo under Configuration → API → Register Application: a Service application for the organisation connection, and a Web application with the redirect URI shown on the Accelo card in Hebno for members who link their own account. Copy the client ID and client secret of each. Hebno requests these OAuth scopes: Choose Read only on the Accelo card in Hebno if you do not want writes. Hebno then requests read(all) only.
A Service application acts with administrator access in Accelo. Use data areas and teams in Hebno to narrow what members see, and ask members who write often to link their own account so their own Accelo permissions apply.

​
Connect Accelo

1

Allow the integration

Open Admin → Connectors → Catalogue, find Accelo under PSA, time and resourcing, and set it to Allow.
2

Connect the organisation

Select Connect, enter the deployment name and the Service application’s client ID and secret, then select Test connection. Hebno checks that it can connect and lists the areas it can read and write.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams. Under Data areas, choose what members can see. See Data areas.
4

Set access

Leave Access on Read and write to let members propose time entries, tasks and notes, or choose Read only.
The card shows Connected with the Accelo deployment. Enter the Web application’s client ID and secret under Member accounts on the same card so members can link. Members can link their own Accelo account so writes are made in their name under their own Accelo permissions.
  1. In Hebno, open Settings → Connections, find Accelo and select Link your account.
  2. Sign in to Accelo and select Allow.
When your account is linked, Hebno reads and writes as you: time is logged against your Accelo staff record, and you see only the clients, projects and tickets your Accelo permissions allow.

​
Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of whatever the application can read in Accelo.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To share retainer usage and budgets with account managers, open the Accelo card in Admin → Connectors, select Financials and add the teams that should see them.
When a member has linked their own account, Hebno uses that member’s Accelo permissions instead of the organisation connection. Data areas still apply, so a member never sees more through Hebno than both Accelo and your Hebno settings allow.

​
What Hebno reads

Retainer usage comes from the current contract period in Accelo, as it is at the time of the request. Reads are live. Hebno queries Accelo when a request needs it. Only what a reply used is stored with the conversation as its sources.

​
What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm.
Confirmation card for Accelo with editable fields

An Accelo change pending confirmation. Nothing is written until you confirm.

Hebno never approves or invoices time, changes rates, budgets or retainer allowances, closes tickets or projects, or creates or sends invoices in Accelo. If you have linked your own account, the activity is created as you. Otherwise it is created through the organisation connection, with your name in the notes and the write recorded against you in Admin → Logs → Integrations. Linking marks which Accelo records belong to a Hebno project, so you can ask “how much retainer is left?” without naming it.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then Accelo.
  3. Search by company, project or retainer title, and select the record. Link the company and each project or retainer in the engagement.
In chats tagged to the project, Hebno starts with the linked records for any delivery, retainer or time question, and cards default to them. See Linked records.

​
Use Accelo in chat

  • Attach: open the + menu, choose Sources → Accelo, and pick a company, a project, a ticket, a retainer or your time. Or type / and choose Accelo.
  • Ask: name the client, project or retainer in your request. For example:
    How much of the Contoso retainer is used this period, and who logged the most time?
    List open Contoso tickets by priority and draft a short update for the account manager.
    Add a note to the Contoso pricing review that Sarah Chen confirmed the readout for 24 November.
  • Research runs show a Checking Accelo step, with a chip for each company, project and activity it read.
  • Agents can read Accelo on a schedule, for example a weekly alert when a retainer period passes 80 per cent of its allowance. Writes an agent proposes appear in agent approvals for review.

​
Troubleshooting