Harvest
Agencies and consultancies log billable work in Harvest as time entries against projects and clients, then turn it into invoices and expense claims. Profit per client is hard to see from there. Landing Harvest in a Lake with payroll, CRM deals and the general ledger lets you compare hours sold with hours spent, and effective hourly rate with what each person costs.
- Category
- HR & People
- Type
- Time tracking
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, Access token
- Docs
- Harvest API docs
02Data
What you can sync.
- Time entries
- Projects
- Clients
- Invoices
- Expenses
Join Harvest time entries with finance and operations for headcount, cost and capacity views in one place.
Need more? Name any other Harvest data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- An access token
Harvest uses OAuth 2.0 (client ID, client secret, refresh token) or an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Harvest if you need help.
04Questions
Questions you can answer.
Once Harvest data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- Which projects are over budget on hours, and how early did the overrun start?
- What is the effective billable rate per client once non-billable hours are counted?
- What share of each team member's logged time is billable, month over month?
- How many days pass between time being logged and the invoice being paid?
- Which clients have unbilled expenses older than 30 days?
05How it works
How it works in DataMind.
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Pick Harvest.
Open Lake, pick Harvest in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Harvest API docs.
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Answer a few questions.
The AI reads the Harvest documentation, then asks which credentials you will use, which data to sync (for example time entries and projects), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Harvest data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with Harvest.
Sources teams join with Harvest in the Warehouse, each one connected the same way.
