Harvest to SFTP

Automatically Export & Sync Harvest Data to SFTP

Harvest
a black arrow pointing to the right
SFTP
Conjuntos de datos completos
No se necesitan instrucciones
Sin código
Sin diagramas de flujo complicados
Sin desencadenantes
Se configura en menos de 3 minutos
Flat pricing starting at $19 /month

Conjuntos de datos

Contacts-All
Contacts-Last X days
Date Rangable
Clients-All
Clients-Last X days
Date Rangable
Estimates-Alltime
Filterable
Estimates-Last X days
Date Rangable
Filterable
Expenses-Alltime
Filterable
Expenses-Last X days
Date Rangable
Filterable
Expenses-Billed Alltime
Filterable
Expenses-Billed Last X days
Date Rangable
Filterable
Invoices-Alltime
Filterable
Invoices-Last X days
Date Rangable
Filterable
Invoices+LineItems-Alltime
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Invoices+LineItems-Last X days
Date Rangable
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Invoices+Messages-Alltime
Filterable
Pre-blended combo set MESSAGES
Invoices+Messages-Last X days
Date Rangable
Filterable
Pre-blended combo set MESSAGES
Invoices+Payments-Alltime
Filterable
Pre-blended combo set PAYMENTS
Invoices+Payments-Last X days
Date Rangable
Filterable
Pre-blended combo set PAYMENTS
Invoice ItemCategories
Projects-All Alltime
Projects-All Last X days
Date Rangable
Projects-Active Alltime
Projects-Active Last X days
Date Rangable
Projects-All-Alltime+TimeEntries
Pre-blended combo set TIME-ENTRIES
Projects-All-Last X days+TimeEntries
Date Rangable
Pre-blended combo set TIME-ENTRIES
Projects-Active-Alltime+TimeEntries
Pre-blended combo set TIME-ENTRIES
Projects-Active-Last X days+TimeEntries
Date Rangable
Pre-blended combo set TIME-ENTRIES
Roles
Report-ExpensesClients Last X days
Date Rangable
Report-TimeClients Last365days
Date Rangable
Report-TimeClients Last X days
Date Rangable
Report-TimeProjects Last X days
Date Rangable
Report-TimeTasks Last X days
Date Rangable
Report-TimeTeam Last X days
Date Rangable
Report-Uninvoiced Last X days
Date Rangable
Tasks-All Alltime
Tasks-All Last X days
Date Rangable
Tasks-Active Alltime
Tasks-Active Last X days
Date Rangable
TaskAssignmentsAll Alltime
TaskAssignmentsAll Last X days
Date Rangable
TaskAssignmentsActive Alltime
TaskAssignmentsActive Last X days
Date Rangable
TaskAssignmentsAll Alltime by Project
Filterable
TaskAssignmentsAll Last X days by Project
Date Rangable
Filterable
TaskAssignmentsActive Alltime by Project
Filterable
TaskAssignmentsActive Last X days by Project
Date Rangable
Filterable
TimeEntries-Alltime
Filterable
TimeEntries-Last X days
Date Rangable
Filterable
TimeEntries-Billed Alltime
Filterable
TimeEntries-Billed Last X days
Date Rangable
Filterable
TimeEntries-Running Alltime
Filterable
TimeEntries-Running Last X days
Date Rangable
Filterable
TimeEntries-Unbilled Alltime
Filterable
TimeEntries-Unbilled Last X days
Date Rangable
Filterable
UsersAll+BillableRates
Pre-blended combo set BILLABLE-RATES
UsersActive+BillableRates
Pre-blended combo set BILLABLE-RATES
UsersAll+CostRates
Pre-blended combo set COST-RATES
UsersActive+CostRates
Pre-blended combo set COST-RATES
UserAssignmentsAll Alltime
UserAssignmentsAll Last X days
Date Rangable
UserAssignmentsActive Alltime
UserAssignmentsActive Last X days
Date Rangable
UserAssignmentsAll Alltime by Project
Filterable
UserAssignmentsAll Last X days by Project
Date Rangable
Filterable
UserAssignmentsActive Alltime by Project
Filterable
UserAssignmentsActive Last X days by Project
Date Rangable
Filterable

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Harvest.

If you only need to export your data one time, check the website of Harvest to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Harvest.
Harvest makes time tracking painless, so you get the timesheet data you need to keep up with your team, analyze your projects, and invoice clients.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

SSH File Transfer Protocol (also Secure File Transfer Protocol, or SFTP) is a network protocol that provides file access, file transfer, and file management over any reliable data stream.

Formatos de archivo

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Harvest from the Data Source dropdown and SFTP from the Data Destination dropdown.

Step 2

Authorize Harvest with your credentials using the flow.

Step 3

Authorize SFTP with your credentials using the flow.

Step 4

Select your Data Set from the 67 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Vídeo tutorial

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