Prerequisites

• An active Harvest account from which data is to be ingested exists.

• The account ID and access token are available to authenticate Hevo on your Harvest account.

• You are logged in as an Admin user to obtain the access token. Else, you can obtain the access token from your administrator. Read User Types to know about the different types of user accounts and permissions related to them in Harvest.

• You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.

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Obtaining the Account ID and Access Token

Hevo uses an access token to authenticate itself on your Harvest account.

Note: You must log in as an Admin user to perform these steps.

Perform the following steps to create the access token:

1. Log in to your Harvest account.

2. On the Overview page, click Settings at the top right corner.

   

3. In the left navigation pane, click Integrations.

   

4. On the Integrations page, scroll down to the bottom and click View all OAuth2 API clients.

   

5. On the Developers page, do one of the following:

   • Create an access token:

     1. Click Create new personal access token to create a new access token.

        

     2. On the New personal access token page, specify a unique name for this access token and click Create personal access token.

        

     3. From the Your personal access token section, copy Your token and Account ID and save them securely like any other password.

        

   • Use an existing access token:

     1. In the Personal access tokens section, click on the existing access token name to reveal the access token.

        

     2. Copy Your token and Account ID and save them securely like any other password.

You can use these credentials while configuring your Hevo Pipeline.

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Configuring Harvest as a Source

Perform the following steps to configure Harvest as the Source in your Pipeline:

1. Click PIPELINES in the Navigation Bar.

2. Click + CREATE PIPELINE in the Pipelines List View.

3. On the Select Source Type page, select Harvest.

4. On the Configure your Harvest Source page, specify the following:

   

   • Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.

   • Access Token: The access token that you copied from your Harvest account.

   • Account ID: The ID of the account from which data is to be ingested.

5. Click TEST & CONTINUE.

6. Proceed to configuring the data ingestion and setting up the Destination.

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