Harvest
DLH.io documentation for 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
Follow the setup steps guide for configuring your Harvest connection to enable data to flow into your destination via DLH.
Supported Features
Here are key features supported for this connector.
| Sync Feature | Supported | Details |
|---|---|---|
| Custom Data and Development | ✓ | Ability to enhance connector upon request |
| Historical Re-Load/Load | ✓ | |
| Incremental/Delta Load | ✓ | Gets most recent records and changes |
| Column Selection | ✓ | |
| Column Hashing | ✓ | |
| Re-Sync Table/Entity | ✓ | Select at the table level to reload data history (on next Sync Bridge run) |
| Custom Queries | Utilizing SQL Data Query Connector | |
| Custom Data | ||
| Captures Deleted Rows | ✓ | On all supported tables |
| API Sync Bridge Initiation | ✓ | |
| Priority Scheduling | ✓ | |
| Private VPC/Link | ☂ | |
| DLH Data Model Available | - |
If you have any questions about these supported features please reach out to our Customer Support team.
Details on Sync Processing
For this connector, we believe the sync processing is straightforward. We've provided a number of details, steps, and other guidance here and in the setup steps guide. Be sure to also check the change log and notes page from time to time for any changes.
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.
Schema Details (ER Diagram)
This entity relationship diagram (ERD) provides you with information about what entities/tables DLH provides for you out-of-the-box and how they are related to one another.