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Harvest

Track time and view project details

J
Written by Johan Åkerman

Introduction

Connect Harvest to Sana to manage your time tracking directly from your workflow. Create time entries, start and stop timers, and review project details without leaving Sana. In summary, the connector has the following key characteristics:

  • Category: Project management

  • Connector type: Real-time

  • Auth type: OAuth

  • Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Track time entries

View projects

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Harvest. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Get projects

Start timer

Stop timer

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.

Set up instructions

Prerequisites:

  • Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.

Step 1: Go to the integrations page in Sana

In Sana, click on ... More in the sidebar, then select Integrations

Step 2: Find Harvest in the list of available integrations

Scroll to the Available integrations section and locate Harvest.

Step 3: Connect the integration

Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.

Step 4: Sign in to Harvest and approve the requested scopes

You'll be redirected to Harvest to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 5: Complete the set up

You've successfully connected your Harvest account. Click Continue to complete the setup and start using the connector.

Known limitations

  • Time entries: When creating a time entry, only starting a timer is supported — you cannot specify a duration for a past task. Existing or ongoing time entries cannot be listed; the connector only supports creating new ones.

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