Harvest Integration
Prerequisites
To authenticate against the Harvest API, you will need your Harvest Personal Access Token and Harvest Account ID.
Steps to Obtain Harvest Personal Access Token and Account ID
- Log in to your Harvest account.
- Navigate to the Developers section.
- Generate or use Personal Access Token
- Note down your Account ID from the account settings.
Setup Guide
- Enter your Harvest Personal Access Token.
- Enter your Harvest Account ID.
- Enter a Name for the connector.
- (Optional) Enter a Description for the connector.
- Select the Owner of the connector.
- (Optional) Verify that your Harvest account is successfully connected by clicking on Test Connection.
- Click Connect.
Supported Streams
This connector outputs the following streams:
| Stream Name | Endpoint | Sync Methods | API Reference |
|---|---|---|---|
| Clients | /v2/clients | Full Refresh, Incremental | Clients API |
| Users | /v2/users | Full Refresh, Incremental | Users API |
| Tasks | /v2/tasks | Full Refresh, Incremental | Tasks API |
| Projects | /v2/projects | Full Refresh, Incremental | Projects API |
| Invoices | /v2/invoices | Full Refresh, Incremental | Invoices API |
| Estimates | /v2/estimates | Full Refresh, Incremental | Estimates API |
| Estimates Messages | /v2/estimates/:estimate_id/messages | Full Refresh, Incremental | Estimates Messages API |