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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 and enter the Token and Account ID. The API key will be masked for security reasons.
Once connected, the integration will become enabled and the Account name will be displayed below.