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Set up a connection to Harvest

Harvest is web-based time tracking and management software with powerful reporting and streamlined online invoicing.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

OAuth 2.0 client *

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Harvest.

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit (pencil.svg) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

dataLoad.svg​​ How to retrieve the client ID and client secret

Account ID 

Enter your Harvest account ID.

Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s account ID safe. When editing this form later, you must enter this account ID again; it is stored only when the connection is saved and never displayed as text.

dataLoad.svg​​ How to retrieve the account ID 

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see the OAuth 2.0 auth universal connector documentation.

How to retrieve the account ID

  1. Sign in to your Harvest account.

  2. Navigate to Developers > Personal access tokens.

  3. Click Create new personal access token.

  4. Enter a Name.

  5. Click Create personal access token.

  6. Copy the Account ID.

    HarvestT.png

How to retrieve the client ID and client secret

  1. Sign in to your Harvest account.

  2. Navigate to Developers > Create new OAuth2.0 application.

  3. Enter a Name.

  4. Enter the Celigo integrator.io Redirect URL.

  5. Select the Access and Products.

  6. Click Create application.

  7. Copy the Client ID.

  8. Copy the Client secret.

    Harvest.png

Save and authorize

  1. Click Save and authorize to commit your changes and proceed to sign in with Harvest .

  2. After signing in, review the permissions for the integration and click Authorize application.

Harvest.png

Additional references