Harvest data source
Learn how to set up a Harvest data source and then move this data to one of the data destinations supported by Coupler.io
2 steps to complete the setup
1. Set up your data source
1.1. Select an application: Harvest
1.2. Connect a Harvest account
- Click "Connect".
- Log in to the selected Harvest account.
- Coupler.io will need full read and write access to view your Harvest account. Click "Authorize App" to grant access.
1.3. Select Harvest account which belongs to your source account
You may have several accounts under your Harvest credentials, please select the account you want to pull data from.
If there's only one account under your credentials, it will be selected by default.
1.4. Select a data entity
Select a data category to import: Clients, Estimates, Companies, Expenses, Projects, etc.
1.5. Specify the data entity's last modified date (optional)
Specify the date or time after which you want to pull the Harvest data. This field supports macro. To learn more about using macros in Coupler.io, refer to this article.
1.6. Set up advanced filters (optional)
Starting from the end of February 2023, in addition to the date filters, Coupler.io allows you to filter Harvest data by any property that is supported by API. You can review detailed instructions and available options for each data entity here: Harvest advanced filters.
E.g. you can filter invoices by the client and issue date:
2. Set up your data destination
Continue setting up the integration depending on the system you want to import data to. Select your tool from the list of supported data destinations and follow the relevant setup guide.