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Overview

Authorizing a Harvest Account

The first time you use a Harvest card in your FLO, you will need to authorize an account.

  1. Add an Account Nickname. This should be unique, so that in the case that your teammates authorize multiple accounts, you will be able to tell them apart.
  2. Enter in your domain.
  3. Click “Create” to launch another window to sign in to your account and save this configuration.

    Events

    • New Project

      Start FLO when a new project is created

    • New Time Entry

      Start FLO when a new time entry is created

    • Updated Project

      Start FLO when an existing project is updated

    Actions

    • Assign User to Project

      Assigns user to existing project in Harvest.

      Input Fields

      • Entry
        • User ID (text): Identification code of user subjected to being assigned to project.
        • Project ID (text): Project Identification code.

      Output Fields

      • There are no output fields.

      Click here for more information.

    • Create Project

      Allows you to create a project in Harvest.

      Input Fields

      • Project
        • Name (text): Name of new project.
        • Active (text):  Status of project’s client, whether active or archived (True or False)
        • Bill By (text): The method by which the project is invoiced. (Eg. Project, Tasks, People, or None)
        • Client ID (text): Identification of client (Name of client of current project)
        • Project Code (text): Brief code you create as an identifier for project. (Eg. MyProject123)
        • Notes (text): Brief summary/notes to add to project.
        • Budget (text):  Budget value of project.
        • Budget by (text): The method by which the project is budgeted. Options: Project (Hours Per Project), Project Cost (Total Project Fees), Task(Hours Per Task), Person (Hours Per Person), None (No Budget).
          • Learn more about budgeting from clicking here

      Output Fields

      • Project ID (text): Identification of Project.
    • Create Task

      Allows you to create a task in Harvest.

      Input Fields

      • Project
        • Project ID (text):  Identifier of project to attach task to.
      •  Task
        • Name (text): Name of new task.
        • Billable by default (text): True or false if task is billable by default
        • Flat Hourly Rate (text): The flat hourly rate for task bill.
        • Default Task (text): Task original task defaults to.

      Output Fields

      • No output fields
      • New task is added to project
    • Create Time Entry

      Creates new time entry in Harvest Application.

      Input Fields

      • Entry
        • Notes (text):  Brief summary/notes about entry.
        • Hours (text): Hours spent.
        • Spent at (text): Date for expense entry.

      Output Fields

      • Entry ID (text): Entry Identification code.

      Click here for more information.

    • Toggle Project Status

      De or Re-Activate an existing project.

      Input Fields

      • Project
        • Project ID (text):  Identification code of project

      Output Fields

      • there are no output fields

      Click here for more information.

    • Update Project

      Update an existing project using the project ID