Harvest Integration Setup

Set up the integration to sync your tracked time between Harvest and Forecast

Time to read: 5 minutes

 

If you are looking to learn about using the Harvest integration, see this article


Main Takeaways:

  • The integration with Harvest connects your project & resource management tool directly with your Harvest account
  • Integrating Harvest and Forecast makes your workflow a little bit easier 
  • You no longer need to continuously switch between different applications to manage tasks, time registrations and invoicing

 

Setup

Step 1: Go to your Admin Settings, and click Integrations

Screen Shot 2019-07-03 at 9.37.36 AM

Step 2: Find the Harvest integration, or click here.

forecast_harvest-appcatalog

Step 3: Enter the Harvest account name, username, and password.

forecast_harvest-integration-activate-1


Step 4:
Click Activate