Harvest

The Harvest modules allow you to monitor, create, edit, or delete clients, contacts, projects, invoices, expenses, tasks, time entries and users in your Harvest account.

Prerequisites

  • A Harvest account

In order to use Harvest with Make, it is necessary to have a Harvest account. If you do not have one, you can create a Harvest account at www.getharvest.com/signup.

To connect your Harvest account to Make follow the general instructions for Connecting to services.

After you click the Continue button, Make will redirect you to the Harvest website where you will be prompted to grant Make access to your account.

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Confirm the dialog by clicking the Authorize App button.

Triggers when a new client is added.

Connection

Establish a connection to your Harvest account.

Watch

Select whether you want to watch all changes or newly added clients only.

Limit

Set the maximum number of clients Make will return during one execution cycle.

Returns a list of your clients. The clients are returned sorted by creation date, with the most recently created clients appearing first.

Connection

Establish a connection to your Harvest account.

Number of Clients to Return

Set the maximum number of clients Make will return during one execution cycle.

Active or Inactive

Select whether you want to return only active, only inactive, or both clients.

Updated Since

Returns only clients that have been updated since the entered date and time. The list of supported date and time formats.

Retrieves details about a desired client.

Connection

Establish a connection to your Harvest account.

Client ID

Map or select the Client ID of the client you want to retrieve information about.

Creates a new client.

Connection

Establish a connection to your Harvest account.

Name

Enter the name of the client.

Address

Enter the client’s physical address. May include new line characters.

Currency

ISO 4217 currency code. Example: USD. If not provided, the company’s currency will be used. List of supported currencies.

Active

Set whether the client is active or archived.

Updates the specific client by setting the provided values.

Connection

Establish a connection to your Harvest account.

Client ID

Select or map the Client ID of the client you want to update.

Name

Enter the new name of the client.

Address

Enter the client’s new physical address. May include new line characters.

Currency

ISO 4217 currency code. Example: USD. If not provided, the company’s currency will be used. List of supported currencies.

Active

Set whether the client is active or archived.

Deletes a selected client.

Connection

Establish a connection to your Harvest account.

Client ID

Select or map the Client ID of the client you want to delete.

Triggers when a new contact is created.

Connection

Establish a connection to your Harvest account.

Client ID

Appears when the Filter by Client option is enabled.

Allows you to return contacts that belong to the client with the provided Client ID.

Watch

Select whether you want to watch all changes or newly added contacts only.

Limit

Set the maximum number of contacts Make will return during one execution cycle.

Returns a list of your contacts. The contacts are returned sorted by creation date, with the most recently created contacts appearing first.

Connection

Establish a connection to your Harvest account.

Number of Contacts to Return

Set the maximum number of contacts Make will return during one execution cycle.

Client ID

Map or select the client ID to return contacts belonging to that client only.

Updated Since

Returns only contacts that have been updated since the entered date and time. The list of supported date and time formats.

Retrieves the details of a specified contact.

Connection

Establish a connection to your Harvest account.

Client ID

Map or select the Contact ID of the contact you want to retrieve information about.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Harvest account.

Client ID

Map or select the ID of the client associated with this contact.

First Name

Enter the client's first name.

Last Name

Enter the client's last name.

Title

Enter the title of the contact.

Email

Enter the contact’s email address.

Office Number

Enter the contact’s office phone number.

Mobile Number

Enter the contact’s mobile phone number.

Fax

Enter the contact’s fax number.

Updates a specified contact.

Connection

Establish a connection to your Harvest account.

Contact ID

Select or map the contact you want to update.

Client ID

Map or select the ID of the client associated with this contact.

First Name

Enter the client's first name.

Last Name

Enter the client's last name.

Title

Enter the title of the contact.

Email

Enter the contact’s email address.

Office Number

Enter the contact’s office phone number.

Mobile Number

Enter the contact’s mobile phone number.

Fax

Enter the contact’s fax number.

Deletes a specified contact.

Connection

Establish a connection to your Harvest account.

Contact ID

Map or select the contact you want to delete.

Triggers when a new project is created.

Connection

Establish a connection to your Harvest account.

Watch

Select whether you want to watch all changes or newly added projects only.

Limit

Set the maximum number of projects Make will return during one execution cycle.

Returns a list of projects in your Harvest account.

Connection

Establish a connection to your Harvest account.

Number of Projects to Return

Set the maximum number of projects Make will return during one execution cycle.

Active or inactive

Select whether you want to return only active, only inactive, or both project statuses.

Client ID

Map or select the client ID to return projects belonging to that client only.

Updated Since

Returns only projects that have been updated since the entered date and time. The list of supported date and time formats.

Retrieves details about a specified project.

Connection

Establish a connection to your Harvest account.

Project ID

Map or select the Project ID of the project you want to retrieve information about.

Creates a new project.

Connection

Establish a connection to your Harvest account.

Client ID

Select or map the ID of the client to associate this project with.

Name

Enter the name of the project.

Bill by

Enter the method by which the project is invoiced.

Budget by

Select the method by which the project is budgeted.

Notes

Enter notes for the project.

You can see notes when creating an invoice for Fixed Fee projects.

Code

Enter the project code.

The Project Code helps identify your project. You can use any combo of numbers or letters.

Active

Select whether the project is active or archived.

Connection

Establish a connection to your Harvest account.

Project ID

Select or map the ID of the project you want to update.

New name

Enter the name of the project.

Bill by

Enter the method by which the project is invoiced.

Budget by

Select the method by which the project is budgeted.

Notes

Enter notes for the project.

You can see notes when creating an invoice for Fixed Fee projects.

Client ID

Select or map the ID of the client to associate this project with.

Code

Enter the project code.

The Project Code helps identify your project. You can use any combo of numbers or letters.

Active

Select whether the project is active or archived.

Delete a Project

Deletes a project and any time entries or expenses tracked to it.

Note

Invoices associated with the project will not be deleted. If you don’t want the project’s time entries and expenses to be deleted, you should archive the project using the Edit a Project module.

Connection

Establish a connection to your Harvest account.

Project ID

Map or select the project you want to delete.

Returns a list of your task assignments. The task assignments are returned sorted by creation date, with the most recently created task assignments appearing first.

Connection

Establish a connection to your Harvest account.

Number of Task Assignments to Return

Set the maximum number of task assignments Make will return during one execution cycle.

Project ID

Map or select the project ID you want to filter results by.

Active or inactive

Select whether you want to return only active, only inactive, or both task assignment statuses.

Updated Since

Returns only task assignments that have been updated since the entered date and time. The list of supported date and time formats.

Retrieves details about a specified task assignment.

Connection

Establish a connection to your Harvest account.

Project ID

Enter or map the ID of the project associated with the task assignment you want to retrieve.

Task Assignment ID

Enter (map) the ID of the task assignment you want to retrieve information about.

Returns a list of your project's user assignments, active and archived.

Connection

Establish a connection to your Harvest account.

Number of User Assignments to Return

Set the maximum number of user assignments Make will return during one execution cycle.

Project ID

Map or select the project ID you want to filter results by.

User ID

Returns only user assignments belonging to the user with the entered ID.

Active or inactive

Select whether you want to return only active, only inactive, or both user assignment statuses.

Updated Since

Returns only user assignments that have been updated since the entered date and time. The list of supported date and time formats.

Triggers when a new invoice is created.

Connection

Establish a connection to your Harvest account.

Client ID

Appears when the Filter by Client option is enabled.

Allows you to return invoices that belong to the client with the provided Client ID.

Watch

Select whether you want to watch all changes or newly added invoices only.

Limit

Set the maximum number of invoices Make will return during one execution cycle.

Returns a list of your invoices. The invoices are returned sorted by issue date, with the most recently issued invoices appearing first.

Connection

Establish a connection to your Harvest account.

Number of Invoices to Return

Set the maximum number of invoices Make will return during one execution cycle.

Updated Since

Returns only invoices that have been updated since the entered date and time. The list of supported date and time formats.

Client ID

Returns only user assignments belonging to the client with the entered ID.

Project ID

Map or select the project ID you want to filter results by.

From

Enter the date in order to return invoices with an issue_date on or after the entered date. The list of supported date and time formats.

To

Enter the date in order to return invoices with an issue_date on or before the entered date.

State

Select the state of the invoices you want to return.

Retrieves details about a specified invoice.

Connection

Establish a connection to your Harvest account.

Invoice ID

Enter (map) or select the ID of the invoice you want to retrieve information about.

Creates a new invoice.

Connection

Establish a connection to your Harvest account.

Client ID

Select or map the ID of the client this invoice belongs to.

Number

Enter the invoice number. If no number is entered, the number will be automatically generated.

Purchase Order Number

Enter the purchase order number.

Tax

Enter the tax (percentage). This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%

Tax 2

Apply another tax. This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0%

Discount

Enter the discount (percentage). This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0%.

Subject

Enter the invoice subject.

Notes

Enter additional notes that will be included on the invoice.

Currency

Enter the currency used by the invoice. If not provided, the client’s currency will be used. See a list of supported currencies.

Issue Date

Enter the date when the invoice was issued. Default date = today's date. The list of supported date and time formats.

Due Date

Enter the invoice's due date. Defaults to the Issue date if no Payment Term is specified.

Payment Term

Select the timeframe in which the invoice should be paid. Defaults to custom. Options: upon receipt, net 15, net 30, net 45, or net 60. Net 15, for example, means that payment is due fifteen days after the invoice issue date.

Line Items

Add desired line items.

Project ID

Enter the ID of the project associated with this line item.

Kind

Enter the name of an invoice item category.

Description

Text description of the line item.

Quantity

The unit quantity of the item. Defaults to 1.

Unit Price

The individual price per unit.

Taxed

Select whether the invoice’s tax percentage applies to this line item. Defaults to No.

Taxed2

Select whether the invoice’s tax2 percentage applies to this line item. Defaults to No.

Retainer ID

Enter the retainer ID in order to create a retainer invoice.

Estimate ID

Enter the ID of the estimate associated with this invoice.

Deletes a specified invoice.

Connection

Establish a connection to your Harvest account.

Invoice ID

Enter (map) or select the ID of the invoice you want to delete.

Returns a list of payments associated with the selected invoice.

Connection

Establish a connection to your Harvest account.

Invoice ID

Select or map the ID of the invoice that the payments belongs to.

Number of Invoices to return

Set the maximum number of invoices Make will return during one execution cycle.

Updated Since

Enter the date to return invoice payments that have been updated since the date and time. The list of supported date and time formats.

Creates a new invoice payment.

Connection

Establish a connection to your Harvest account.

Invoice ID

Enter the invoice you want to create a payment for.

Amount

Enter the amount of the payment.

Payment date

Select whether to set time and date or the date only.

Date

Enter the payment date (and time). The list of supported date and time formats.

Returns a list of your expenses.

Connection

Establish a connection to your Harvest account.

Number of Expenses to Return

Set the maximum number of expenses Make will return during one execution cycle.

User ID

Returns only expenses belonging to the client with the entered ID.

Client ID

Returns only expenses belonging to the client with the entered ID.

Project ID

Map or select the project ID you want to filter expenses by.

Updates Since

Returns only expenses that have been updated since the entered date and time. The list of supported date and time formats.

From

Enter the date in order to return expenses with a Spent Date on or after the entered date. The list of supported date and time formats.

To

Enter the date in order to return expenses with a Spent date on or before the entered date.

Invoiced

Select whether to return expenses that were invoiced, not invoiced, or both.

Retrieves a specified expense.

Connection

Establish a connection to your Harvest account.

Expense ID

Enter (map) or select the ID of the expense you want to retrieve information about.

Creates a new expense.

Connection

Establish a connection to your Harvest account.

Spent date

Enter the date the expense occurred. The list of supported date and time formats.

Project ID

Select the ID of the project associated with this expense.

Category ID

Enter the ID of the expense category this expense is being tracked against.

Total Cost

Enter the total amount of the expense.

Notes

Enter the expense description.

Billable

Set whether this expense is billable or not.

Updates an existing expense.

Connection

Establish a connection to your Harvest account.

Expense ID

Select or map the ID of the expense ID you want to update.

Spent date

Enter the date the expense occurred. The list of supported date and time formats.

Project ID

Select the ID of the project associated with this expense.

Category ID

Enter the ID of the expense category this expense is being tracked against.

Units

The quantity of units to use in calculating the Total Cost of the expense.

Total Cost

Enter the total amount of the expense.

Notes

Enter the expense description.

Billable

Set whether this expense is billable or not.

Delete receipt

Define whether an attached expense receipt should be deleted or not. Select Yes to delete the expense receipt.

Delete an Expense

Deletes an expense.

Connection

Establish a connection to your Harvest account.

Expense ID

Enter (map) or select the ID of the expense you want to delete.

Triggers when a new task is created.

Connection

Establish a connection to your Harvest account.

Watch

Select whether you want to watch all changes or newly added tasks only.

Limit

Set the maximum number of tasks Make will return during one execution cycle.

List Tasks

Returns a list of your tasks.

Connection

Establish a connection to your Harvest account.

Number of Tasks to Return

Set the maximum number of tasks Make will return during one execution cycle.

Active or inactive

Select whether you want to return only active, only inactive, or both task statuses.

Updated Since

Returns only tasks that have been updated since the entered date and time. The list of supported date and time formats.

Retrieves information about a specific task.

Connection

Establish a connection to your Harvest account.

Task ID

Enter (map) or select the ID of the task you want to retrieve information about.

Creates a new task.

Connection

Establish a connection to your Harvest account.

Name

Enter the name for the task.

Default hourly rate

The default hourly rate to use for this task when it is added to a project. Defaults to 0.

Billable by default

Set whether default tasks should be marked billable when creating a new project.

Default

Set whether this task should be automatically added to future projects.

Updates an existing task.

Connection

Establish a connection to your Harvest account.

Task ID

Select the task you want to update.

New Name

Enter the new name for the task.

Default hourly rate

The default hourly rate to use for this task when it is added to a project. Defaults to 0.

Billable by default

Set whether default tasks should be marked billable when creating a new project.

Default

Set whether this task should be automatically added to future projects.

Deletes an existing task.

Connection

Establish a connection to your Harvest account.

Task ID

Enter (map) or select the ID of the task you want to delete.

Triggers when a new time entry is created.

Connection

Establish a connection to your Harvest account.

Name

Enter the name for the task.

Filter By

Select the user, client, or project you want to filter time entries by.

Watch

Select whether you want to watch all changes or newly added time entries only.

Limit

Set the maximum number of time entries Make will return during one execution cycle.

Returns a list of time entries based on the filter settings.

Connection

Establish a connection to your Harvest account.

Number of time entries to return

Set the maximum number of time entries Make will return during one execution cycle.

Invoiced or not invoiced

Select whether you want to return only invoiced, only not invoiced, or both time entry states.

Running or Non-running

Select whether you want to return only running, only non-running, or both time entry states.

User ID

Returns only time entries belonging to the user with the entered ID.

Client ID

Returns only time entries belonging to the client with the entered ID.

Project ID

Returns only time entries belonging to the project with the entered ID.

Updated Since

Returns only tasks that have been updated since the entered date and time. The list of supported date and time formats.

From

Returns only time entries with a spent date on or after the entered date. The list of supported date and time formats.

To

Returns only time entries with a spent date on or before the entered date.

Retrieves details about a time entry.

Connection

Establish a connection to your Harvest account.

Time entry ID

Enter (map) or select the ID of the time entry you want to retrieve information about.

Creates a new time entry.

Connection

Establish a connection to your Harvest account.

Project ID

Select the ID of the project to associate with the time entry.

Task ID

Select the ID of the task to associate with the time entry.

Spent at

Enter the date when the time entry was spent. The list of supported date and time formats.

Notes

Enter a description of the time entry.

Hours

The current amount of time tracked. If provided, the time entry will be created with the specified hours and is_running will be set to false. If not provided, hours will be set to 0.0 and is_running will be set to true.

Updates an existing time entry.

Connection

Establish a connection to your Harvest account.

Time entry ID

Enter (map) the time entry you want to update.

Project ID

Select the ID of the project to associate with the time entry.

Notes

Enter a description of the time entry.

Hours

The current amount of time tracked. If provided, the time entry will be created with the specified hours and is_running will be set to false. If not provided, hours will be set to 0.0 and is_running will be set to true.

Spent at

Enter the date when the time entry was spent. The list of supported date and time formats.

Deletes an existing time entry.

Connection

Establish a connection to your Harvest account.

Time Entry ID

Enter (map) or select the ID of the time entry you want to delete.

Triggers when a new user is created.

Connection

Establish a connection to your Harvest account.

Watch

Select whether you want to watch all changes or newly added users only.

Limit

Set the maximum number of users Make will return during one execution cycle.

Returns a list of users. The users are returned sorted by creation date, with the most recently created users appearing first.

Connection

Establish a connection to your Harvest account.

Number of users to return

Set the maximum number of users Make will return during one execution cycle.

Active or inactive

Select whether you want to return only active, only inactive, or both time entry states.

Updated Since

Returns only users that have been updated since the entered date and time. The list of supported date and time formats.

Retrieves details about a specified user.

Connection

Establish a connection to your Harvest account.

User ID

Enter (map) or select the ID of the user you want to retrieve information about.

Creates a new user.

Connection

Establish a connection to your Harvest account.

First name

Enter the new user's first name. Can’t be updated if the user is inactive.

Last name

Enter the new user's last name. Can’t be updated if the user is inactive.

Email address

Enter the new user's email address. Can’t be updated if the user is inactive.

Telephone

Enter the new user's phone number.

Timezone

The user’s timezone. Defaults to the company’s timezone. See a list of supported time zones.

Roles

Enter the role names assigned to this person.

Administrator

Select the Yes option to set the new user as the administrator with admin permissions.

Updates an existing user.

Connection

Establish a connection to your Harvest account.

User ID

Select or map the user ID of the user you want to update.

First name

Enter the new user's first name. Can’t be updated if the user is inactive.

Last name

Enter the new user's last name. Can’t be updated if the user is inactive.

Email address

Enter the new user's email address. Can’t be updated if the user is inactive.

Telephone

Enter the new user's phone number.

Timezone

The user’s timezone. Defaults to the company’s timezone. See a list of supported time zones.

Roles

Enter the role names assigned to this person.

Administrator

Select the Yes option to set the new user as the administrator with admin permissions.

Deletes an existing user.

Deleting a user is only possible if they have no time entries or expenses associated with them.

Connection

Establish a connection to your Harvest account.

User ID

Enter (map) or select the ID of the user you want to delete.

Allows you to perform a custom API call.

Connection

Establish a connection to your Harvest account.

URL

Enter a path relative to https://api.harvestapp.com/v2/. E.g. projects

For the list of available endpoints, refer to the Harvest API V2 documentation.

Method

Select the HTTP method you want to use:

GETto retrieve information for an entry.

POSTto create a new entry.

PUTto update/replace an existing entry.

PATCHto make a partial entry update.

DELETEto delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all users:

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Matches of the search can be found in the module's Output under Bundle > Body > users. In our example, 4 users were returned: