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Set up Basecamp

Connect Basecamp to make your projects searchable — message-board posts, to-dos and written documents each become a document with their comment threads, tied to the project and the people on it. Read-only.

Before you start

  1. Documents → Basecamp: paste the Client ID (integration), Client secret and Refresh token from your integration.
  2. Optionally set Account ID — the number in your Basecamp URL — if that authorisation reaches more than one account, and list project names under "Only these projects" (both Advanced).
  3. Choose the access groups that may read what it brings in, press Test, then Sync.

About the tokens

Basecamp keeps a refresh token stable, so a source set up this way keeps working without anyone revisiting it — it exchanges the token for short-lived access on every sync, and stores a replacement silently if Basecamp ever issues one. An Access token can be pasted instead to prove the connection quickly, but it expires in about two weeks and the source stops syncing when it does. Use the refresh token for anything you intend to leave running.

What comes in

Account IDOptional (Advanced) — the number in your Basecamp URL. Blank uses the first Basecamp 4 account the connected sign-in can see.
Only these projectsOptional project names or ids, one per line (Advanced). Blank syncs every project the connected account can see.

Access

Each project mirrors its own people list — only the people Basecamp lists on that project see its documents here, re-checked on every sync. An administrator can also turn this off and use one fixed list of access groups for every project, from the source's Permissions tab. A project whose roster can't be read keeps the source's access groups. Access stays allow-only either way.

Messages, to-dos and documents are each capped at 500 per project; document folders nested more than one level deep are not synced. Once past a cap, existing documents stay searchable rather than disappearing.

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Last updated 20 Sep 2026