If you're using Harvest, you can track time for tasks, view invoices for a company, and/or copy projects, contacts and companies to Harvest.

To setup Harvest integration for time tracking only

  1. To begin, access your Organization Settings area by clicking on your avatar at the top right of the screen on the blue Top Bar.  
  2. Select Organization Settings.  
  3. Within the Organization Settings area, click the Integrations tab
  4. Under Harvest, check the Track time on project tasks with Harvest checkmark.

Settings Menu

To view invoices or copy projects, contacts or companies

  1. To begin, access your Organization Settings area by clicking on your avatar at the top right of the screen on the blue Top Bar. 
  2. Select Organization Settings.
  3. Within the Organization Settings area, click the Integrations tab
  4. Under Harvest, click the Setup button
  5. Enter your Harvest web address, username and password.  Harvest recommends creating a special admin user for this purpose.
  6. Click Connect button to make sure things are working.

Once you’ve setup Harvest, you can import your companies, contacts and projects.

Tracking Time

When activated through Organization Settings, you can easily track time for projects and tasks. All of your hours are automatically sent to Harvest.

Once activated, you will see a clock icon beside each task for a project. Simply, click the icon and you will be prompted to login with your Harvest account credentials. When logged in, you can select the desired project and enter your hours or turn on a timer.

Copying Contacts & Companies to Harvest

By copying/linking companies from Fuseboard to Harvest, you create a company in Harvest along with related contacts. In addition to copying, the company records will be linked between Fuseboard and Harvest. This is important when viewing Harvest invoices for a company.

To copy contacts and companies to Harvest, follow the steps below.

  1. Click on your avatar at the top right of the screen on the blue Top Bar.
  2. Click Organization Settings
  3. Click the gear button
  4. Select Copy to Harvest menu option

Copying Projects to Harvest

By copying projects from Fuseboard to Harvest, you create a project in Harvest. If the related company does not exist in Harvest, we add it along with related contacts. In addition to copying, the projects records will be linked between Fuseboard and Harvest.

To copy projects to Harvest, follow the steps below.

  1. ‍Browse to Projects area
  2. Click the gear button
  3. Select Copy to Harvest menu option
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