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.
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 |
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Report |
Select the HarvestApp report you want to run. The following reports are available:
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Harvest Account | Select the Harvest account you would like to retrieve data from. | ||||||||||||||||||||||||||||||||||
Duration |
Harvest allows you to select a single updated since date. |
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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. |
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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 |
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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.
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