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Domo Knowledge Base

Harvest Connector

Version 9

 

What is happening?

At Domo, we take pride in providing the industry leading, best time to value solution with an eco-system of over 500 connectors. We regularly review our connector offerings and make enhancements to provide a more robust experience for our customers.

Harvest has announced that they will be deprecating their v1 API to provide a more robust experience via the new v2 API. To ensure that we provide the best experience for our customers, we will also be deprecating the current v1 Harvest connector and release a new Harvest v2 connector.

When is this change happening?

We will be retiring the v1 Harvest connector on December 31, 2018, at the end of the day.

How does this impact me?

You will have to power up the new Harvest v2 connector and re-create all of your DataSets by December 31, 2018, end of day.

What do I have to do?

Please re-create all of your DataSets in the new Harvest v2 connector by December 31, 2018, to avoid any interruption.

Intro

Harvest offers time tracking, invoicing, expense tracking, and time-based reporting. Use Domo's Harvest connector to retrieve data about expenses, invoices, projects and tasks, clients, and so on. 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 Harvest 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 OR a Google account. You must also know the name of your Harvest instance, as this is required for all reports. This is your company name as it appears in your Harvest URL. For example, if your URL was domo.harvestapp.com, the instance would be domo.

Connecting to Your Harvest Account

This section enumerates the options in the Credentials and Details panes in the Harvest 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 Harvest 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 Harvest 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 Harvest report you want to run. The following reports are available:

All Projects Time Entries Retrieve time entries for all projects in a specified time period.
All Projects Logged Expenses List all logged expenses for all projects in a specified time period.
All Users Logged Expenses List all expenses logged by users.
All Users Time Entries List all users' time entries.
Assignments List all task assignments for all projects in a specified time period.
Clients List all clients.
Contacts List all contacts.
Daily List all time entries.
Expense Categories List all expense categories.
Invoices List all invoices.
Invoice Messages List invoice messages.
Invoice Payments List invoice payments.
Invoice Item Categories List invoice item categories.
People List all users.
Projects List all projects.
Project Expenses List all projects' logged expenses.
Tasks List all tasks.
User Expenses List all user expenses.
Instance Enter your Harvest instance name. This is your company name as it appears in your Harvest URL. For example, if your URL was domo.harvestapp.com, the instance would be domo.

Duration 

Select whether you want to pull data for a specific date or a date range. 

Report Date 

Select whether the report data is for a specific date or for a relative number of days back from today. 

Report Updated Since Date Select whether the report data is for a specific date or for a relative number of days back from today.

Specific Date 

Select the date for the report. 

Days Back

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

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.  

Specific Start Date

Select the first date in your date range. 

Specific End Date

Select the second date in your date range. 

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Invoice Status Select the invoice status you want to filter your report by. If you select None, no status is applied.
Project ID Enter the ID(s) of the project(s) you want to pull data for. Separate multiple IDs using commas.
User ID Enter the ID(s) of the user(s) you want to pull data for. Separate multiple IDs using commas.

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.