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.
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
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 |
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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.
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This dashboard will help you track all your tracked time, billable hours and billable amount split by projects.
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How to build a Databoard using Harvest data
If a pre-built Datablock isn't available for your use case, click on the Visualization Types icon under the Metric Library icon
Popular Harvest Metrics
| Hours Tracked | Billable Amounts by Tasks | Hours Tracked by Project |
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| Uninvoiced Amount | Billable & Non-Billable Hours | Billable Hours by Clients |
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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.