# Worksorted Connector

Connect Paradino to your Worksorted CRM so your team can search and link Worksorted clients, and push generated documents into Worksorted as client notes — file attached.

The Worksorted Connector keeps your CRM in sync with the work you do in Paradino. Once a client is linked, every meeting summary or advice document you generate can be pushed to Worksorted in one click.

[Get started in Paradino now](https://app.paradino.ai/)

## What you can do

* **Search and link clients.** Find Worksorted clients by name from inside Paradino, then link them to a Paradino client.
  * From the CRM client list, link a new client using the Cable icon.
  * From Workspace, link to an existing client.
* **Push documents into Worksorted.** Send generated documents to Worksorted as a client note with the file attached.
  * Meeting summaries set Worksorted's "last contacted" date to the meeting date.
  * Advice documents set Worksorted's "last advice" date to the date you push.
* **Map note categories per type.** Owners can map each Paradino meeting type and document type to a specific Worksorted note category and subcategory, so notes file correctly without extra work.
* **Multi-company support.** If your Worksorted login has access to more than one company, your Owner chooses which company Paradino pushes to.
* **Secure OAuth sign-in.** Connect using your Worksorted login — no API key needed.

## Before you start

A few things worth knowing before you connect:

* **Your Owner needs to set it up first.** Worksorted requires an Owner to configure the integration before the rest of the team can connect. Until that's done, non-Owners will see a "Contact your Owner" message.
* **Only one CRM at a time.** If another CRM is already connected, you'll need to disconnect it before connecting Worksorted.
* **Your Worksorted user needs access to the clients, and permission to list them.** These are two separate things in Worksorted, so both are worth checking before you start — see [I can't find any clients when linking](https://docs.paradino.ai/connect-to-worksorted#i-cant-find-any-clients-when-linking).
* **Auto-sync isn't supported.** Worksorted only supports manual pushes — you'll need to click **Sync** on each document. Even if you have "Auto-sync documents" enabled for other integrations, it doesn't apply to Worksorted.

> Each push creates a **new** client note in Worksorted. Pushing the same document twice creates two separate notes — Paradino doesn't update or replace an earlier push. If you re-push after editing in Paradino, expect a new note alongside the previous one.

## How to connect

### First-time setup (Owners)

1. Go to **Connectors** and find the Worksorted card.
2. Click **Connect**. You'll be redirected to Worksorted to authorise Paradino.
3. After authorising, you're taken back to Paradino and the **Worksorted setup dialog opens automatically**.
4. Choose a **Company** (required). If your Worksorted login only has one company, it's selected for you.
5. (Optional) Configure **note category mappings** for meeting summaries and/or advice documents. See [Settings](https://docs.paradino.ai/connect-to-worksorted#settings) below.
6. Click **Save changes**.

Once saved, the rest of your org can connect and start using the integration.

### Connecting (everyone else)

1. Go to **Connectors** and find the Worksorted card.
2. Click **Connect** and complete the Worksorted authorisation.
3. That's it — there's nothing to configure. The settings the Owner saved apply to the whole org.

> If your Owner hasn't set up the integration yet, you'll see a prompt to contact them instead of the connect flow.

## Using the connector

Once connected, you'll see Worksorted actions in the places you'd expect:

* **Linking a client.** From the CRM client list, click the Cable icon to link a new client. For existing clients, link from Workspace.
* **Pushing a document.** Click **Sync** on a generated meeting summary or advice document. Each click creates a new client note in Worksorted with the file attached.

> Worksorted doesn't support auto-sync, so every push has to be done manually. Make sure you click **Sync** when you're ready for the document to appear in the CRM.

## Settings

Settings are managed by Owners from the Worksorted card on the Connectors page, and they apply to the whole org.

### Company

The Worksorted company Paradino pushes notes to. Client searches, lookups, and note creation all happen inside this company.

* Required.
* Switching to a different company resets the mapping selections in the dialog. If you save after switching, the previous company's mappings are replaced.

### Note category mappings

Worksorted notes can be filed under a **category** and (optionally) a **subcategory**. Paradino lets Owners map Paradino types to specific category and subcategory combinations so each note lands in the right place automatically.

There are two independent mapping groups:

| Group             | Applies to                             | Paradino types you can map                                                                                                                                                                                                                        |
| ----------------- | -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Meeting summaries | Meeting summaries pushed to Worksorted | Initial Discovery, Fact Find, Review, SOA Presentation, Review Fact Find, Team Meeting, Board Meeting, Strategy Paper, Engagement Letter, Phone Call, Service Agreement, Advice Summary, Fees Invoice, Implementation Checklist, Accounting & Tax |
| Advice documents  | Advice documents pushed to Worksorted  | All Paradino strategy types: Strategy Paper, Advice Request, Record of Advice, and Statement of Advice                                                                                                                                            |

For each group:

1. Pick a **category** from the dropdown at the top of the section. The list comes from Worksorted's note categories for the selected company.
2. For each Paradino type, pick a **subcategory** (or leave it as "No subcategory").
3. Repeat for the other group, or leave it unmapped.

> If the category you picked has no subcategories in Worksorted, all notes for that group are filed under the bare category — no per-type rows appear. Subcategories belong to a category, so changing or clearing the category clears all subcategory selections in that group.

Both groups are optional. You can map one, both, or neither — anything you don't map gets pushed without a category, and Worksorted's default filing behaviour applies.

### How mappings are applied

When you push a document:

* **Meeting summaries** use the meeting-summary mappings, matched on the meeting type.
* **Advice documents** use the advice-document mappings, matched on the document type.

The rules are:

* If a category and a matching subcategory are both set, the note is filed under both.
* If only a category is set (no subcategory for that specific type), the note is filed under the category alone.
* If nothing is mapped for that group, the note is filed without a category and Worksorted's defaults apply.

## Managing your connection

### Editing settings later

Owners can change Worksorted settings at any time. On the Worksorted card, click the **Settings** button (visible once connected) to reopen the dialog. Non-Owners don't see this button — they always use whatever the Owner has saved.

### Disconnecting

Click **Disconnect** on the Worksorted card. This signs your user out of Worksorted but keeps the org's settings (company and category mappings) so reconnecting later doesn't require setting them up again.

## Troubleshooting

### I can't see the Connect button

Worksorted needs to be enabled for your organisation. If the card is missing or greyed out, check with your Paradino Owner.

### I see a "Contact your Owner" message

Your Owner hasn't completed the first-time setup yet. Once they connect and save the company (and any category mappings), you'll be able to connect too.

### I can't find any clients when linking

There are two things to check, in this order.

**1. Confirm you can see the client in Worksorted.** Open Worksorted and search for the client there. If the record isn't visible to your login, Paradino can't see it either — ask a Worksorted administrator to give your user access to that client, then search again in Paradino.

**2. Check the client list permission.** If you can open the client in Worksorted but Paradino still finds nothing — no matter which name you type — your Worksorted user is missing the permission Paradino needs to read the client list. Worksorted grants this separately from access to the clients themselves, which is why both checks matter: you can have full access to every client in Worksorted and still see no results in Paradino.

Ask a Worksorted administrator to enable it for your user:

**Admin → Settings → Current Group →** select your user **→ Export clients list = Yes**

Then reopen the link dialog in Paradino and search again.

> Worksorted names this permission "Export clients list", but you don't need to export anything — Paradino uses it only to read the client list for search and linking.

### I want to switch CRMs

Only one CRM can be connected at a time. Disconnect the existing CRM first, then come back to the Worksorted card to connect.

### My document didn't appear in Worksorted

Worksorted doesn't auto-sync. Open the meeting summary or advice document in Paradino and click **Sync** to push it across.

### My note ended up in the wrong category

Check the **note category mappings** in Worksorted settings. The category and subcategory the note was filed under come from the mapping for that meeting type or document type.