Harvest

Thousands of companies rely on Harvest timekeeping and forecasting to track utilization of resources and manage invoicing and expenses in order to run their businesses. That data is available to you so that your organization can synchronize it to a warehouse for enriching with other datasets or integrating it with other operational systems that allow you to see the full end to end view of your business. DLH.io is the best means to do that for your organization consistently and with confidence.

Setup Instructions

The Harvest account that you are using should be assigned the Administrator role and have access to all Modules. Steps to ensure the Harvest account has access to all Modules.

DLH.io securely connects to your Harvest account. Using the form in the DLH.io portal please complete the following steps:

Enter a Name or Alias for this connection, in the 'Name/Alias' field, that is unique from other connectors.
Enter in the 'Target Schema Prefix' field, a name that will be unique in your cloud warehouse destination database where you wish to replicate the data.
Click the Authorize Your Account button which will save the connection.

How to Instructions

Issue Handling

If any issues occur with the authorization simply return to the sources page in DLH.io, edit the source details and click the Save & Test or Authorize Your Account or Re-Authorize Account button to confirm connectivity. If any issues persist please contact our support team via the DLH.io Support Portal.

Replicated Entities

The following Harvest entities are replicated to your target destination. These are the table names you will see:

CLIENT
CLIENT_CONTACT
COMPANY
ESTIMATE
ESTIMATE_ITEM_CATEGORY
ESTIMATE_LINE_ITEM
ESTIMATE_MESSAGE
EXPENSE
EXPENSE_CATEGORY
INVOICE
INVOICE_ITEM_CATEGORY
INVOICE_LINE_ITEM
INVOICE_MESSAGE
INVOICE_PAYMENT
PROJECT
PROJECT_TASK_ASSIGNMENT
PROJECT_USER_ASSIGNMENT
ROLE
TASK
TIMESHEET
USER
USER_BILLABLE_RATES
USER_COST_RATES
USER_PROJECT_ASSIGNMENT

Common Errors

Not Authorized Error Message

When the following type of error is seen in the DLH.io Logs & Monitoring this is due to the Harvest account not having access to all the necessary Modules.

{ "action": "FAILED", "actionType": "RETRIEVE", "bridgeName": "Sync Harvest", "bridgeGuid": "37c927c5a0b042508cf077c09b54bedf", "data": { "entity_type": "HARVEST_ENTITY", "entity_name": "ESTIMATE_ITEM_CATEGORY", "entity_step_description": "{\"message\":\"Not authorized!\"}" }, "created_ts": { "seconds": 1681189398, "nanos": 0 }, "created_dts": "Tue, 11 Apr 2023 05:03:18 AM", "customMessage": "", "logLevel": "ERROR" }

Resolution: Adjust the Modules in Harvest to match the image below for the user you using to connect to Harvest and run the Sync Bridge.

Minimal Data is being replicated to my Target Connection

After you run a Sync Bridge you notice that not all of the desired Harvest data is in your Target connection.

Resolution: Run a Historical Re-sync for the Sync Bridge. This is only needed to be done once after the initial sync.