HarvestSync™ for Salesforce

Intended for companies and professional services organizations that track time entry related data for internal or clients projects, the HarvestSync connector effortlessly integrates time entry data from the Harvest time and expense tracking web-based application with Salesforce CRM.

Features of HarvestSync™ v3.x

Time Card Integration: Automatically bring in all of your Harvest time entry data into Salesforce each hour.
Archive/unarchive projects in Harvest by clicking a button from Salesforce.
Use Salesforce generated or pre-existing project IDs.
Includes initial set-up via web conference if requested.
Utilize robust Salesforce CRM reporting and analytics to understand your projects.
Lightning ready.
Pricing: $750/organization/year (unlimited users in the same org)

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Frequently Asked Questions

What items are sync'd between Harvest and Salesforce?

The HarvestSync application syncs the following information:

Time Entries are synced one-way from Harvest to Salesforce
The Toggle Project button in Salesforce will archive or unarchive a project in Harvest

The Account and Project objects are not synced with Harvest and must be created manually. Additionally, task types, invoices and expenses in Harvest are not synced to Salesforce. For most clients, you don't create that many projects in a given week or month. It is the time entries that are critical. The fields for budget, etc on the Project object in Salesforce are informational and can be modified or removed, but do not sync with the Project record in Harvest.

How do I install and configure HarvestSync™?

To install and configure the HarvestSync™ application, see our installation instructions.

We already have a "Project" custom object in Salesforce. Can we use this one instead?

We already use a custom object called 'Projects'. When installing the Harvest connector it appears as if we have to use the Project object which was installed with the connector, also called Projects. Is there a way to add the relevant fields, etc. to our already customized Projects object?

Answer

When you install the HarvestSync (automated sync) or Harvest2Salesforce (manual sync) application, it will create a new custom object called Project. The code in our application that syncs time entries from Harvest to salesforce is specifically designed to sync these records to the Project object included in our package. There is no configuration or option to allow you to sync time cards to other objects including a Project object you may have already set up.

Recommendation:

Make the new Project object your primary project and update your reports and custom fields onto this object.

Can we try HarvestSync before we purchase it?

Yes! When you click the "Get it now" link and install, you will have a fully functioning 60-day trial. The trial may be installed in your production or any number of sandboxes.

After you have purchased your license, we will convert your trial to an active license. The license includes UNLIMITED users for one production Salesforce instance as well as unlimited sandboxes. You may cancel your subscription at any time; however, amounts already paid are non-refundable.

How much does HarvestSync™ cost?

HarvestSync™ is $750/company per year (unlimited users).

HarvestSync System Requirements

You must have an active Salesforce^® account of Enterprise, Unlimited, Platform, or Developer edition.
Salesforce^® Essentials and Professional Edition are NOT supported.
You must have an active HarvestApp account (get free trial).

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