Guide to Integrating Harvest

OneSaas can integrate Harvest and synchronize Contacts, Invoices and Payments in and out of Harvest for integrations with accounting, CRM Contacts Management.

Connecting OneSaas to Harvest

  1. If you plan to integrate Harvest with an accounting system please make sure you connect your accounting system before you connect your Harvest account to OneSaas.
  2. On the OneSaas Dashboard select “New Connection” and select Harvest from the popup
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  3. Enter the URL to your Harvest account in the Domain Url and your Email and Password that you use when logging into Harvest.
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  4. Click Apply
  5. Select the type of data you want integrated and the direction of the integration 
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  6. Review and modify the remaining part of the configuration.
  7. Click Apply