Capabilities
The connector syncs the people in your Harvest account as users. Each person’s
Harvest access roles (Administrator, Manager, or Member, plus any manager
sub-permissions) are recorded as an informational attribute on the user, along
with their time zone and whether they are a contractor. Harvest does not expose
access roles as a separately governable resource, so roles are not synced on
their own.
Gather Harvest credentials
1
Sign in to Harvest and open the developer tokens page at
https://id.getharvest.com/developers.2
Click Create New Personal Access Token. Give it a name and copy the
token value when it is shown.
3
On the same page, copy the Account ID shown alongside the token. Every
Harvest API request must be scoped to this account.
4
Copy two values: your personal access token and your Account ID.
Configure the Harvest connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by C1.Done. Your Harvest connector is now pulling access data into C1.
1
In C1, navigate to Integrations > Connectors and click Add connector.
2
Search for Harvest and click Add.
3
Choose how to set up the new Harvest connector.
4
Set the owner for this connector.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Enter the Harvest credentials:
- Harvest personal access token: the token you created.
- Harvest Account ID: your Harvest account ID.
8
Click Save.
9
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.