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:

  • Learn how to successfully set up the Harvest integration in your account.
  • Learn how your team members can connect their Harvest account to their Forecast account.

 

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


Connecting team members to Harvest

In order for a team member to be able to use the Harvest integration in Forecast, they will have to navigate to their own profile page. Once there, scroll down to the Harvest integration and enter your email. It is important that team members make sure that they use the same email address in Harvest that they use in Forecast.

Once this is done you can view on the People page (under the admin section) which users are connected to Harvest. When a user has successfully connected with Harvest, Harvest's logo will appear next to their name. 

 

harvest setup 1