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    Connecting Harvest account to Price&Cost

    First steps to connect your Harvest account to Price&Cost and import data

    When you connect your Harvest account to Price&Cost, we’ll initiate a first sync, consisting of:

    • import of all active projects from Harvest
    • import of all users from Harvest
    • sync of all timesheets for imported projects

    To connect your Harvest account follow the below steps:

    1
    Go to Settings -> Integrations and click “Connect your Harvest account”

    screenshot-at-dec-15-15-36-23
    2
    You will be redirected to Harvest log-in or authorisation screen. Allow Price&Cost to access your data.

    screenshot-at-dec-15-15-36-39
    3
    Once you authorized access, you will be taken back to Price&Cost, and if all went fine – we will show you a success message.
    4
    Price&Cost will now schedule the first sync. Depending on the number of active project you have in Harvest – it may take from 2 to 15 minutes.
    5
    Sit back, relax and wait for an email to arrive from us, notifying you the synchronisation is complete.
    6
    Once your initial integration is complete, the integration screen will list all the Harvest projects and Resources we’ve imported and synced.

    screen
    screenshot-at-dec-15-18-16-46

     

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