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. 

add_user_popup@2x

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 [email protected]

The day after the initial data sync, we sync 90 days worth of historical data. The next day, 20 days worth of historical data is synced. The following day, 15 days worth of historical data is synced. After that, all Harvest data syncs access 4 days worth of historical data. This means that if you update any entries in Harvest that have a date set to over 5 days ago, the changes won't be recognized by the Databox system.

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 > Template Library
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  Datablock Library icon on the lefthand side of the Designer
3
 Select the appropriate Harvest Account from the  Data Source drop-down list in the  Datablock Library
4
 View the list of pre-built Harvest Datablocks in the  Datablock 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 Datablock 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 Settings on the righthand side of the Designer
8
 Select the appropriate Harvest Data Source and Metric in the righthand Datablock Settings. 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.
  • The day after the initial data sync, we sync 90 days worth of historical data. The next day, 20 days worth of historical data is synced. The following day, 15 days worth of historical data is synced. After that, 4 days worth of historical data is synced and this is done for every future data sync. This means that if you update any entries in Harvest that have a date set to over 5 days ago, the changes won't be recognized by the Databox system.
  • 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. 
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us