Set up a connection to Harvest

Naga Sri Hari Gonaboyina

Updated March 20, 2024 08:06

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

Set up a connection

This video demonstrates creating a Harvest 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.
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. How to retrieve the account ID

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.

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.

Fetch data 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 OAuth 2.0 auth universal connector documentation.

How to retrieve the account ID

Sign in to your Harvest account.
Navigate to Developers > Personal access tokens.
Click Create new personal access token.
Enter a Name.
Click Create personal access token.
Copy the Account ID.

Save and authorize

Click Save and authorize to commit your changes and proceed to sign in with Harvest.
After signing in, review the permissions for the integration and click Authorize application.

Set up a connection to Harvest

Set up a connection

Additional references

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