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Harvest

Metric Support
Updated

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Metric AI integrates projects and employees from Harvest to enhance analytics data. Time logs, tasks, expenses, and invoices are synced from Harvest multiple times daily.

Visualize your Harvest data by asking AI to generate custom dashboards with charts, tables, and KPIs.

Ask any question, and Metric AI will generate a custom dashboard with the answers, making it easy to extract insights and make informed decisions based on your data. This allows you to monitor various key metrics, such as:

  • Utilization. Compare billable, non-billable, and capacity hours to evaluate team productivity and optimize resource utilization.
  • Profit Margin. Shows profit margins by comparing revenue to costs, aiding in the assessment of financial performance.
  • Bench Cost. Monitors costs related to idle time, helping to reduce non-productive periods and enhance cost efficiency.
  • Many other metrics. Explore various other performance indicators to gain comprehensive insights into your operations.

 


How to Connect

  1. Sign in to Harvest.
  2. Sign in to Metric.ai.
  3. Select INTEGRATIONS from the left menu.
  4. Click the +NEW INTEGRATION button.
  5. Select Harvest from the list of integrations.
    Harvest_Selecting.gif
  6. Allow Metric.ai to access your data in Harvest.
    mceclip0.png

Configure Settings

  1. Go to the Configure section.
  2. Select Currency used in the Harvest account.
  3. Select the Harvest account to import data.
  4. Select the Harvest Forecast account to import data (optional).
  5. Enable Import Group Assignments setting to import Clients and Roles from Harvest (optional).
  6. Enable Import Projects Billing Settings and Employees Cost Rates setting to import project billing settings and employees' cost rates from Harvest (optional).
  7. Enable Import Invoices setting to import invoices from Harvest (optional).
  8. Save the configuration.
  9. Click Force Update to run import with the new configuration.
    Harvest_Configuration.gif

Set Mapping

Set 1:1 mapping between Harvest and Metric.ai for:

  • Employees
  • Projects
  • Clients
  • Roles
  1. Go to one of these sections.
  2. Set the mapping.
  3. Save.

Mapping.gif

Import Data from Harvest

Periodicity

Metric runs data import from Harvest every 4 hours.
You can manually run the import by clicking the Force Update button.
Force_Update_Button.gif
Import can take from a couple of minutes to about an hour, depending on the number of records.
Last Update displays date and time when the last import was finished. Refresh the page to see updated data in Metric.mceclip0.png

Imported Data

Metric imports data from Harvest for mapped projects.
Note: Data is not imported for Closed, Cancelled projects in Metric or Archived projects in Harvest.

  • Employees
    • Name
    • Email
    • Employees Cost Rates for mapped employees (if the Employees Cost Rates setting is enabled)
    • Roles (if the Import Group Assignments is enabled)
  • Projects
    • Code
    • Name
    • Budget/Billing settings (if the Import Projects Billing Settings setting is enabled)
    • Description
  • Tasks
    • Name
    • Status
    • Billing settings (if the Import Projects Billing Settings and Employees Cost Rates setting is enabled)
  • Time Logs
    • Employee
    • Project
    • Task
    • Date
    • Logged Time
    • Comment
  • Expenses
    • Project
    • Expense 
    • Date
    • Description
    • Amount
    • Billable
  • Invoices (if the Import Invoices setting is enabled)
    • Invoice Number
    • Issue Date
    • Due Date
    • Client (if mapped in Metric)
    • Project
    • Currency
    • Line Items (Description, Amount)
    • Total Amount
  • Planning (Imports Allocations from Harvest Forecast if set up)
    Note: Allocations 60 days ago and previously are not updated by the import
    • Project
    • Employee
    • Hours
    • Start/End Dates

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