Harvest

Connect to Harvest

1. Go to the Resources page and click the button.

2. Select Harvest.

3. Enter your account credentials and click Connect.

• Access Token: Please visit here to generate the Access Token.

• Account Id

• Start Date: Retrieve data from a specific date and time. The date should be defined in UTC date and time, such as 2017-01-25T00:00:00Z.

4. Choose tables to import and click Finish Setup.

5. You will see a icon next to your resource. It may take a few minutes to several hours depending on the data size and the number of your tables. Once your data is ready, you will receive a notification email.

Supported tables

• Client Contacts (Incremental)

• Clients (Incremental)

• Company

• Invoice Messages (Incremental)

• Invoice Payments (Incremental)

• Invoices (Incremental)

• Invoice Item Categories (Incremental)

• Estimate Messages (Incremental)

• Estimates (Incremental)

• Estimate Item Categories (Incremental)

• Expenses (Incremental)

• Expense Categories (Incremental)

• Tasks (Incremental)

• Time Entries (Incremental)

• Project User Assignments (Incremental)

• Project Task Assignments (Incremental)

• Projects (Incremental)

• Roles (Incremental)

• User Billable Rates

• User Cost Rates

• User Project Assignments (Incremental)

• Expense Reports

• Uninvoiced Report

• Time Reports

• Project Budget Report