How do I connect Klipfolio and Harvest?

You can set up a connection between Klipfolio and your Harvest data data to display your time tracking metrics on a dashboard.

This article includes:

What options do I have for visualizing my Harvest data data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

Take advantage of our pre-built data sources to gather the data most meaningful to you.

  • Harvest data pre-built data sources: Data sources provide the foundation for Klip building, so we suggest you create a data source as a first step (before building Klips and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Harvest data data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

  • Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources in the Service Connectors page, accessible from this link or from your list of data sources.
  • Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Harvest data data in Klipfolio.

How do I connect to Harvest data in Klipfolio?

When you connect your Harvest data to Klipfolio, you will be prompted to connect your Harvest account by entering your username and password.

Doing so will create a token that enables Klipfolio to securely access your Harvest account. Your token looks like George@Harvest. You can use and reuse the same token every time you connect to Harvest.

Note: You manage your connections (tokens) to Harvest in Klipfolio under Connected Accounts in the Account section.

How do I add a Harvest pre-built data source?

To add a Harvest pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Harvest from the list.
  2. Select a pre-built data source from the left section of the Pick a Data Request page.
  3. If this is your first time connecting to Harvest:
    • Click Connect an Account. Enter your Harvest login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your Harvest data. Click Next Step.
  4. If you have connected with before:
    • Select an existing connection (token) from the drop-down list and click Next Step.
  5. On the Configure Data Source page, select your Harvest Account ID from the drop-down.
  6. Click Submit or, if you want to modify the pre-built data request, click Switch to Custom settings.
    Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.

If you clicked Switch to Custom settings:

  1. On the Configure Data Source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Pick a Data Request page.
  2. Click Submit.

Note: In addition to your unmodelled data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

How do I create a Harvest custom-built data source?

If you choose to create a custom Harvest data source, you may need to enter your Harvest Account ID into a specific spot in the query.

To find your Harvest Account ID:

  1. Navigate to the Service Connectors page in Klipfolio and choose Harvest from the list.
  2. On the Pick a Data Request page, select Create a custom Harvest data source.
  3. Ensure the Query URL reads https://id.getharvest.com/api/v2/accounts and click Submit.
  4. Copy your Account ID from the query results.

To create a Harvest custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Harvest from the list.
  2. On the Pick a Data Request page, click Create a custom Harvest data source.
  3. If this is your first time connecting to Harvest:
    • Click Connect an Account. Enter your Harvest login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your Harvest data. Click Next Step.
  4. If you have connected with Harvest before:
    • Select an existing connection (token) from the drop-down list and click Next Step.
  5. Edit the Query URL to return the data you need. Refer to the Harvest API documentation for details.
  6. Click Submit.

Note: In addition to your unmodelled data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

If you want to edit a data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

How do I create a Harvest data source from scratch?

You can choose to build a data source from scratch. Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

 Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Refer to the Harvest API documentation to discover more data requests.

When you are happy with your query, click Submit, and then save and name your new data source. You're now ready to use it to build a Harvest Klip.

See the reference table below for API related information and sample queries.

API Documentation Harvest API documentation

Authentication Method

OAuth Token Authentication
Response Format JSON

API Limits and Notes

Harvest uses an API throttle that blocks accounts emitting more than 100 requests per 15 seconds. The throttle is reset with each call, so API calls should resume after a delay of a few minutes.
Sample Queries

Get information on your Harvest account(s):

https://id.getharvest.com/api/v2/accounts

How do I create a Harvest custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

Related Links

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