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      Guide: Using Harvest with Databox

      HOW TO

      How to connect Harvest to Databox

      IN THIS SECTION

      How to connect Harvest to Databox

      To connect a Harvest Account in Databox, go to Data Sources > + New connection. Type Harvest in the search bar and click on the green Connect button. 

      This will open the  Authorization window, which is where you will be prompted to authorize the Databox app. 

      In order to connect a Harvest Account to Databox, you must have "Team," "Invoices," "Expenses," and "Timesheet" modules enabled in Harvest. If these are not accessible, you will receive an "Unauthorized" error. 

      How much historical data is synced when you first connect Harvest to Databox?

      When you connect a new Harvest Data Source in Databox, 25 months worth of data is initially available.

      Certain Metrics may have more or less historical data available. For more information about the amount of historical data available for a specific Metric, please contact our Support Team at help@databox.com.

      What time zone does Harvest data sync in?

      Harvest data is synced in the time zone set in the Harvest Account. For example, if your Harvest Account time zone is set as EST, your Harvest data will sync with Databox in EST. 

      If you update the time zone or first day of the week in your Harvest Account, this could result in duplicate data in your Databox Account. 

      How to access pre-built Harvest Templates

       
      1. Navigate to Databoards > Public Templates
      2. In the Data Source drop-down list, select Harvest
      3. To view a preview of the Template populated with dummy data, click Preview
      4. To pull the Template into your Account and re-populate it with your own Harvest data, click Use Template
      5. Select the appropriate Harvest Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Harvest Account and can be found on the  Databoards page

      Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

      Popular Harvest 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.

      How to build a Databoard using Harvest data

       
      1. Navigate to  Databoards > + New Databoard > Start Blank
      2. Click on the  Metric Library icon on the left-hand side of the Designer
      3. Select the appropriate Harvest Account from the  Data Source drop-down list in the  Metric Library
      4. View the list of pre-built Harvest Datablocks in the  Metric Library. Drag and drop your selected Datablock onto your Databoard    
      5. If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Metric Library icon
      6. View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
      7. Click on the Datablock on the Databoard to open the corresponding  Datablock Editor on the right-hand side of the Designer
      8. Select the appropriate Harvest Data Source and Metric in the righthand Datablock Editor. This will update the Datablock, and it will populate the Datablock with the corresponding data
      9. Complete steps 4-8 until your Databoard is complete

      Popular Harvest Metrics

      Hours Tracked Billable Amounts by Tasks Hours Tracked by Project

           
      Uninvoiced Amount Billable & Non-Billable Hours Billable Hours by Clients

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

      Additional Information

      • In order to connect a Harvest Account to Databox, you must have access to "Team," "Invoices," "Expenses," and "Timesheet" modules in Harvest. If these are not accessible, you will receive an "Unauthorized" error.  
      • When updating entries in Harvest, data will be stored in Databox based on the date the entry was created, not the date set in Harvest.
      • If you have renamed a Project in your Harvest Account, you will see the old Project Name and the new Project Name in Databox until the old Project Name is outdated. For example, if you changed a Project Name from "Red" to "Blue" on June 15 and it is currently July, you will see "Red" and "Blue" Projects returned for "Last Month" (June), but only the new Project Name ("Blue") for "This Month" (July) in Databox.