#Harvest app entry archived how to
#Harvest app entry archived series

Where the Account ID comes in will be apparent further in this blog post. I only have one account myself, but it appears as if you can use the same token value for multiple accounts. If you have multiple accounts in Harvest, make sure you select the proper Account ID. The two pieces of information you require here are highlighted on the screenshot below: the value in the Your Token box and the Account ID. I’ve blurred out the values in my fields. The next window will show you if the token was created successfully. Step 4 - get the token value & account ID The name of the token itself is not used anywhere that I have noticed. Now click “ Create personal access token”. For this blog post, I created a new one and simply called it “Test Token”.

It can be your initials, the application or location where you are going to be using the token etc. In this window, simply type in a name for your token. This is where you would manage the token (revoke and/or copy the necessary values for authentication if you need to). If you have already set up a token, you will see it/them listed here too. In the next screen, click on the “ Create new personal access token” button. Step 2 - click on Create new personal access token Yes, it’s a little misleading IMHO, and would be better to be called “API Authorizations” or something a little more generic.

Click on the button that says “ View authorized OAuth2 API clients”. Go to the Settings menu, and scroll down to the Integrations section of the page. That being said, I haven’t tried it so I can’t comment on how that works! ) Step 1 - go the Integrations section in Settings For broader reporting and/or other uses other than “getting” data, I would recommended using OAuth2 to authenticate.

#Harvest app entry archived how to

This is how to authenticate if you’re just pulling data for yourself (which is my use-case). To get started, you’ll need to set or get your Personal Access Token first. The API documentation is your friend here as it will be the reference to what methods are available, what fields you get back, what data types they contain and what types of query parameters are available. Some of the concepts I will cover should be similar regardless of which endpoint(s) you wish to use (at least in the context of the Harvest API). Using “GET” method on the Time Entries endpoint from the API.Authenticating with that in Power Query (Power BI or Excel).Getting a Harvest’s API v2 Personal Access Token.In my limited experience, I’m finding significant differences in how to connect to them or how to paginate through them and I wanted to share my learning on this in case it helps others!įor this post, I will describe the following items:

#Harvest app entry archived series

This series is aimed at users who may have similar requirements to mine, which was pulling data out of different application APIs for analysis in Power BI and/or Excel. Today’s post is about Harvest, an app I use for time tracking and billing. Today’s post is the start of a “mini-series” where I’ll document how I’m working with some different APIs for custom reporting.