Help Center
Training
Knowledge Base
Community
Developers
Support

HarvestApp Connector

Domo University
  • Updated
Follow

Intro

Harvest provides time tracking and online invoicing tools and services for freelancers and small businesses. The Domo HarvestApp connector allows you to get your Harvest data into Domo and begin analyzing data to optimize hiring and invoicing decisions. To learn more about the Harvest API, visit their page (http://help.getharvest.com/api/).

You connect to your Harvest account in the Data Center. This topic discusses the fields and menus that are specific to the HarvestApp connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Harvest account and create a DataSet, you must have your Harvest username and password. Alternatively, you can use your Google account to login.

Connecting to Your Harvest Account

This section enumerates the options in the Credentials and Details panes in the HarvestApp Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

The Domo HarvestApp connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Harvest accounts in Domo) to open the Harvest OAuth screen where you can enter your Harvest username and password. (You can also enter Google credentials to authenticate.) Once you have entered valid credentials, you can use the same account any time you go to create a new HarvestApp DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Note: If you are already logged into Harvest when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Harvest.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the HarvestApp report you want to run. The following reports are available:

All Clients Retrieve a list of all clients. Using the date selector, you can retrieve all clients updated after the specified date.
All Contacts Retrieve a list of all contacts. Using the date selector, you can retrieve all contacts updated after the specified date.
All Expenses Retrieve a list of all expenses. Using the date selector, you can retrieve all expenses updated after the specified date.
All Projects Retrieve a list of all projects. Using the date selector, you can retrieve all projects updated after the specified date.
All Roles Retrieve a list of all roles.
All Tasks Retrieve a list of all tasks. Using the date selector, you can retrieve all tasks updated after the specified date.
All Task Assignments Retrieve a list of all task assignments. Using the date selector, you can retrieve all task assignments updated after the specified date.
All Time Entries Retrieve a list of all time entries. Using the date selector, you can retrieve all time entries updated after the specified date.
All User Assignments Retrieve a list of all user assignments. Using the date selector, you can retrieve all user assignments updated after the specified date.
All Users Retrieve a list of all all users. Using the date selector, you can retrieve all users updated after the specified date.
All Project Assignments Retrieve a list of all project assignments. Using the date selector, you can retrieve all project assignments updated after the specified date for all users.
Company Retrieve info about your current company.
Expense Categories Retrieve a list of expense categories. Using the date selector, you can retrieve all expense categories updated after the specified date.
Invoices Retrieve a list of invoices. Using the date selector, you can retrieve all invoices updated after the specified date.
Invoice Item Categories Retrieve a list of invoice item categories. Using the date selector, you can retrieve all invoice item categories updated after the specified date.
Invoice Messages Retrieve a list of invoice messages. Using the date selector, you can retrieve all invoice messages for each invoice updated after the provided date.
Invoice Payments Retrieve a list of invoice payments. Using the date selector, you can retrieve all invoice payments for each invoice updated after the provided date.
Harvest Account Select the Harvest account you would like to retrieve data from.

Duration 

Harvest allows you to select a single updated since date.
Report Updated Since Date Select the report date using relative or specific dates. Relative meaning number of days from today or a specific date using the date selector

Specific Date 

Select the date for the report. 

Days Back

Enter the number of past days that should appear in the report.  

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

FAQs

What version of the HarvestApp API does this connector use?

This connector uses version 2 of the HarvestApp API (https://api.harvestapp.com/v2/).

Which endpoint(s) does each report call in this connector?

Report Name Endpoint URL
All Clients /clients
All Contacts /contacts
All Expenses /expenses
All Projects /projects
All Roles /roles
All Tasks /tasks
All Task Assignments /projects/{projectId}/task_assignments
All Time Entries /time_entries
All User Assignments /projects/{projectId}/user_assignments
All Users /users
All Project Assignments /users/{userId}/project_assignments
Company /company
Expense Categories /expense_categories
Invoices /invoices
Invoice Item Categories /invoice_item_categories
Invoice Messages /invoices/{invoiceId}/messages
Invoice Payments /invoices/{invoiceId}/payments

What kind of credentials do I need to power up this connector?

You need your Harvest email id and password, or Google account credentials to power up this connector.

How do I know my login credentials are secure?

The login process uses the OAuth process, so your credentials are never seen or stored by Domo. This keeps your login secure. You can revoke Domo's access to your account at any time.

Can I use the same account multiple times to create datasets?

Yes

When I click 'Add Account', why am I getting automatically validated without needing to enter credentials?

If you are already logged into Harvest when you connect to Domo, you are authenticated automatically as you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Harvest.

How often can the data be updated?

As often as needed.

Are there any API limits that I need to be aware of?

Harvest limits 100 requests per 15 seconds.

Related articles

Comments

0 comments

Please sign in to leave a comment.