Float Integration

The Float integration connects EventWorks to Float, a resource management and scheduling tool. You can create Float projects directly from events, with event costs becoming project phases. You can also pull logged hours back into EventWorks to track time spent.

Getting There

Go to Settings > Integrations and find the Float card. Click Connect to enter your API token and configure the integration.

Overview

Once connected, Float provides:

Create / update projects — Turn events into Float projects with phases based on your cost sheet, or update an existing linked project
Auto-create projects — Optionally create a Float project automatically whenever a new event is created
Unlink projects — Remove the link between an event and its Float project without deleting it in Float
Track hours — Pull total logged hours from Float back into EventWorks

Key Concepts

API Token Authentication

Float connects using an API access token from your Float account.

Projects and Phases

When you send an event to Float, a project is created with the event code and name. Each cost on the event can become a phase within that project, giving your team a structured breakdown of the work.

Auto-Create Projects

With this option enabled, a Float project is automatically created every time you create a new event in EventWorks — no manual action needed.

How To...

Connect to Float

Go to Settings > Integrations.
Click the Float card.
Enter your Float Access Token.
Optionally check Auto-create projects to automatically create Float projects for new events.
Click Save.

Create or Update a Float Project from an Event

Navigate to the event's Costs page.
Click the Float dropdown in the page actions.

- If the event is not yet linked to a Float project, the dropdown shows Create Project. - If the event is already linked, the dropdown displays the Float ID and shows Update Project instead.

Click Create Project or Update Project.
A project is created (or the existing one is reused) in Float with:

- Project name: Your event code and name (e.g. "EV001 Summer Festival") - Phases: One phase per cost, using the cost description as the phase name

Note: If the event already has a linked Float project, the existing project is reused — a duplicate won't be created.

Unlink a Float Project

Navigate to the event's Costs page.
Click the Float dropdown in the page actions.
Click Unlink Project (only visible when the event is linked to a Float project).
Confirm in the dialog.

This removes the link between the event and the Float project. The project in Float is not deleted — only the reference in EventWorks is cleared.

Enable Auto-Create Projects

Go to Settings > Integrations and open the Float settings.
Check the Auto-create projects checkbox.
Click Save.

From now on, whenever you create a new event, a Float project is automatically created in the background.

Note: Auto-created projects include just the project itself (name and event code). Phases are not added automatically — use the manual Send to Float action to include cost-based phases.

Update Hours from Float

Navigate to the event whose hours you want to update.
Click Update Float hours.
EventWorks fetches all logged time entries for the event's Float project and totals them.
The total hours are stored on the event for reference.

If the event hasn't been linked to a Float project yet, EventWorks will search your Float projects for one whose name contains the event code and link it automatically.

Disconnect Float

On the Float integration card, click Disconnect.

Settings & Configuration

All Float settings are configured in the connection modal at Settings > Integrations. You need the edit settings permission.

Setting	Description
Float Access Token	Your Float API token
Auto-create projects	Automatically create a Float project when new events are created

Frequently Asked Questions

Q: What does the Float project name look like?

The project name follows the format "Event Code Event Name" — for example, "EV001 Summer Festival".

Q: Can I send the same event to Float twice?

No. If the event already has a linked Float project, the existing project is returned instead of creating a duplicate.

Q: What happens when I unlink a Float project?

Only the reference in EventWorks is removed (Float ID and logged hours). The project in Float itself is not deleted. You can re-link by creating a new project, or the hours update action will search Float for a matching project automatically.

Q: What data becomes phases?

Each cost on the event with a description becomes a project phase. The cost description is used as the phase name, and the cost notes are included as phase notes.

Q: Does Float sync back automatically?

No. Logged hours are pulled manually using the Update Float hours action on the event page. There is no automatic time sync.