Guide: Harvest

IN THIS ARTICLE

1. How to connect Harvest to Databox

1
 Navigate to Data Manager and click on + New connection button:

add_user_popup@2x

2
 Search for Harvest and click on Connect:

3
 Login into your Harvest account or login via Google login.

If the user that connected Harvest to Databox does not have access to Invoices, Team, Expenses and Timesheet modules, then the connection will be showing an "Unauthorized" error.

2. How to build a Harvest Databoard

1
 Click  Templates in the top menu
2
 In the search bar, type "Harvest" or filter by used Data Source
3
 Hover over your desired template and click Use Template
4
 If you have multiple Harvest accounts connected, select the one you want to use to populate the Databoard in the drop down menu
Once the Template is pulled into your account, you have the ability to customize the Databoard using the  Databox Designer

Popular templates

Harvest: Time report Harvest: Projects Time Report
This dashboard will help you track all your tracked time, split by team, project, clients and tasks and choose from a variety of date ranges.
This dashboard will help you track all your tracked time, billable hours and billable amount split by projects.

Creating a custom Databoard

If you decide not to use a prebuilt Template, you have the ability to use the the Designer to create a Databoard from scratch.  Learn how here

3. Most popular Harvest metrics

Hours Tracked Billable Amount Hours Tracked by Tasks




Paid Invoices Hours Tracked by Clients All Invoiced Hours




You can view a full list of all available Harvest Metrics here.


4. Additional information

1. Receiving an error for "Expenses module disabled" or "Unauthorized"
When connecting Harvest to Databox, it's required to enable the following Modules within Harvest for the connection to work:
- Team
- Expenses
- Invoices
- Timesheet

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