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Harvest 

Harvest is a time tracking and management software with reporting and streamlined online invoicing.

Harvest integration replicates data using the Harvest REST API V2.

See the Schema section for a list of objects available for replication.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

Information noteMake sure that the account you use has read access to the tables you want to fetch.

To generate the client ID and client secret:

  1. Log into your Harvest Developers account.
  2. Select the OAuth app you want to use, or create a new one.
  3. Make sure Authorized Redirect URIs is set to https://connector.qlik.com/auth/oauth/v3.htm.
  4. Click Save.
  5. As the client ID and client secret are displayed only once, copy and paste them to a secured file.

Creating the connection

For more information, see Connecting to SaaS applications.

  1. Click Authenticate when you have filled in the required connection settings.

    You may be asked to log in to the source application.

    A window is displayed with an authentication code.

  2. Copy the code to the clipboard and return to the connection dialog.

  3. Paste the code in Complete authentication with the code provided by the source and click Verify.

    Tip noteYou may need to scroll down to see this field.

    When status is Verified, the authentication is verified.

  4. Provide a name for the connection in Connection name.

  5. Select Open connection metadata to define metadata for the connection when it has been created.

Connection settings
SettingDescription
Data gateway

Select a Data Movement gateway if required by your use case.

Information note

This field is not available with the Qlik Talend Cloud Starter subscription, as it does not support Data Movement gateway. If you have another subscription tier and do not want to use Data Movement gateway, select None.

For information on the benefits of Data Movement gateway and use cases that require it, see Qlik Data Gateway - Data Movement.

Start Date

Enter the date, in the format MM/DD/YYYY, from which the data must be replicated from your source to your target.

Account NameAccount name. For example: the account name of qlik.harvestapp.com would be qlik.
Client IDClient ID.
Client SecretClient secret.

Schema

Information note

Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.

The schema and info displayed below is for version 2.

Depending on your destination, table and column names may not appear as they are outlined below.

clients

The clients table contains info about the clients in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

contacts

The contacts table contains info about the client contacts in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

estimate_item_categories

The estimate_item_categories table contains info about the estimate item categories in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

estimate_line_items

The estimate_line_items table contains info about the line items contained in estimates.

Note: This table is updated based on new and updated estimates. This means that when an estimate is updated, this table will also be updated.

Replication Method

CDC

Primary Key

id

Useful links

Harvest documentation

Harvest API method

estimate_messages

The estimate_messages table contains info about the messages associated with estimates.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

estimates

The estimates table contains info about the estimates in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

expense_categories

The expense_categories table contains info about the expense categories in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

expenses

The expenses table contains info about the expenses recorded in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

invoice_item_categories

The invoice_item_categories table contains info about the various categories that can be applied to invoice line items.

Note: Harvest includes two non-removable categories by default for the hours and expenses you bill.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

invoice_line_items

The invoice_line_items table contains info about the line items contained in invoices.

Note: This table is updated based on new and updated invoices. This means that when an invoice is updated, this table will also be updated.

Replication Method

CDC

Primary Key

id

Useful links

Harvest documentation

Harvest API method

invoice_messages

The invoice_messages table contains info about invoice messages, or emails sent to clients about invoices.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest API method

invoice_payments

The invoice_payments table contains info about the payments applied to invoices in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

invoices

The invoices table contains info about the invoices in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

project_tasks

The project_tasks table contains info about the tasks assigned to projects.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

project_users

The project_users table contains info about the users assigned to projects.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest API method

projects

The projects table contains info about the projects in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

roles

The roles table contains info about the roles in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

tasks

The tasks table contains info about the tasks in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

time_entries

The time_entries table contains info about the time entries in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

time_entry_external_reference

The time_entry_external_reference table contains pairs of time entry IDs and external reference IDs. This data can be used to tie time entries tracked in external services (such as Trello) to your other Harvest data.

Note: This table is updated based on new and updated time_entries. This means that when a time entry is updated, this table will also be updated.

Replication Method

CDC

Primary Keys

time_entry_id

external_reference_id

Useful links

Harvest documentation

Harvest API method

user_project_tasks

The user_project_tasks table contains pairs of user IDs and project task IDs.

This data can be used to see lists of all the project tasks associated with a user, and join tables together to get a comprehensive look at the user’s projects.

Note: This table is updated based on new and updated users. This means that when a user is updated, this table will also be updated.

Replication Method

CDC

Primary Keys

user_id

project_task_id

Useful links

Harvest documentation

user_projects

The user_projects table contains info about the project assignments users are assigned to.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest API method

user_roles

The user_roles table contains a list of user ID and role ID pairs, enabling you to see the roles users are associated with.

Note: This table is updated based on new and updated users. This means that when a user is updated, this table will also be updated.

Replication Method

CDC

Primary Keys

user_id

role_id

Useful links

Harvest documentation

users

The users table contains info about the users in your Harvest account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest documentation

Harvest API method

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