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Connect Harvest to UpSheets

You can connect UpSheets directly to Harvest to import your data and upload it to Xero. This streamlines the process and removes the need to export and import CSV files.

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Enabling the Harvest integration

Harvest data can be accessed by creating a Personal Access Token. After creating it, you will be provided with a random token and a list of your account IDs. To enable this feature, complete the steps below.
1

Register and open Developers

Register for Harvest if you have not already done so. Select Create new personal access token from the Developers section of Harvest.
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Harvest token section in Developers

2

Create the token

Name the token and click Create personal access token.
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Naming the Harvest token

3

Copy token and account ID

The token will be displayed. Take note of both the Token AND Account ID (these are blurred for security reasons below).
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Harvest token and account ID

Keep your Token and Account ID secret just as you would a password.
4

Enter in UpSheets

Select Integrations from the menu in UpSheets, open the Harvest tab, enter the Token and Account ID, review Enabled (on by default for a new connection), then click Save. UpSheets validates new or changed credentials before saving. If validation fails, your previous connection stays in place and the form keeps what you typed.The API key is masked after a successful save. Once connected, the Account name is displayed below. Nothing is written until you click Save.
For a new connection, Enabled starts on; you can turn it off before saving. An existing connection that is disabled stays disabled until you turn Enabled on and click Save. Turning Enabled off and clicking Save keeps your saved connection; Disconnect removes saved credentials and connection settings, and you must connect again. Previous imports and uploaded data remain. Once connected, the Account name is displayed below.