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Harvest#

Use the Harvest node to automate work in Harvest, and integrate Harvest with other applications. Ensemble has built-in support for a wide range of Harvest features, including creating, updating, deleting, and getting clients, contacts, invoices, tasks, expenses, users, and projects.

On this page, you'll find a list of operations the Harvest node supports and links to more resources.

Credentials

Refer to Harvest credentials for guidance on setting up authentication.

Basic Operations#

  • Client
    • Create a client
    • Delete a client
    • Get data of a client
    • Get data of all clients
    • Update a client
  • Company
    • Retrieves the company for the currently authenticated user
  • Contact
    • Create a contact
    • Delete a contact
    • Get data of a contact
    • Get data of all contacts
    • Update a contact
  • Estimate
    • Create an estimate
    • Delete an estimate
    • Get data of an estimate
    • Get data of all estimates
    • Update an estimate
  • Expense
    • Get data of an expense
    • Get data of all expenses
    • Create an expense
    • Update an expense
    • Delete an expense
  • Invoice
    • Get data of an invoice
    • Get data of all invoices
    • Create an invoice
    • Update an invoice
    • Delete an invoice
  • Project
    • Create a project
    • Delete a project
    • Get data of a project
    • Get data of all projects
    • Update a project
  • Task
    • Create a task
    • Delete a task
    • Get data of a task
    • Get data of all tasks
    • Update a task
  • Time Entries
    • Create a time entry via duration
    • Create a time entry via start and end time
    • Delete a time entry
    • Delete a time entry's external reference.
    • Get data of a time entry
    • Get data of all time entries
    • Restart a time entry
    • Stop a time entry
    • Update a time entry
  • User
    • Create a user
    • Delete a user
    • Get data of a user
    • Get data of all users
    • Get data of authenticated user
    • Update a user

Example Usage#

This Pathway allows you to create a client in Harvest. This example usage Pathway would use the following two nodes. - Start - Harvest

1. Start node#

The start node exists by default when you create a new workflow.

2. Harvest node#

  1. First of all, you'll have to enter credentials for the Harvest node. You can find out how to do that here.
  2. Select the 'Client' option from the Resource dropdown list.
  3. Select the 'Create' option from the Operation dropdown list.
  4. Enter the name of the client in the Name field.
  5. Click on Execute Node to run the workflow.