Harvey Setup Guide

Prerequisites

• An active Harvey account.

Setup Guide

Step 1: Obtain API Access Token from Harvey

1. Sign in to your Harvey account.
2. Navigate to the "API Tokens" section in your organization's workspace settings.
3. Generate an API token from that page.
4. Copy the generated API token - you will need it to configure your connection.

Step 2: Complete Configuration in Matia

1. Enter the API token you just obtained from Harvey.
2. Enter an Asset Name.
3. (Optional) Enter a Description.
4. (Optional) Assign Tags.
5. Select an Owner.
6. Verify that your Harvey account is successfully connected by clicking on Test Connection.
7. Click Connect.