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Integrate Harvest with Plecto

  1. Go to Data management > Data sources+ New data source > Harvest.

  2. Click Next. You will have to log in to your Harvest account.

  3. Choose the data types you want to import to Plecto.

  4. (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  5. Click Next to finish and import your data.

Available data types

Plecto creates one data source for each data type you import. All data sources are listed under Data management > Data sources. These are the currently available data types you can import from Harvest:

  • Clients

  • Expenses

  • Invoices

  • Projects

  • Time Entries