Table of Contents
Integration with Foresight - How It Works
Before starting - Important Info
Step-by-step Guide
Configure Harvest OAuth2.0 App
Configure Foresight
Syncing Time Entries from Harvest
Additional Questions
Can I sync multiple projects in Foresight?
Why don’t I see the project structure from Harvest?
What does "prevent new assignment creation" mean?
What does "trim assignments to work logs" mean?
What does "clear data" mean?
Do I need to sync new work logs manually? How often are work logs synchronized?
Integration with Foresight - How It Works
The integration allows you to sync work logs entered in Harvest with Foresight Connect. You can easily connect selected projects in Harvest with projects in Foresight and synchronize work logs based on the email addresses of your teammates as registered in Foresight.
Before starting - Important Info
To integrate Foresight with Harvest, you must have Administrator access on both platforms.
To sync a specific person's work logs, they must be added as a Manager or Employee in Foresight, using the same email address as in Harvest.
Step-by-step Guide
1. Log in to Foresight and navigate to the Integrations tab in Administrator mode.
2. Locate the Harvest logo and click the Install button on the right side of the screen.
Configure Harvest OAuth2.0 App
Go to https://id.getharvest.com/developers. After clicking the Install Button on the Harvest tile, you'll find the redirecting link in the integration installation pop-up window.
- If you are not signed in, log in to your Harvest account.
- Click the Create New OAuth2 Application button.
- Copy the Name and Redirect URLs provided by Foresight and paste them into the corresponding fields in Harvest.
- Click the Create Application button.
Configure Foresight
- Copy the Client ID and Client Secret from Harvest.
- Paste these into Foresight and click the Authorize button.
- Click the Authorize button again.
- Once completed, you should see confirmation that the integration has been successfully installed.
Syncing Time Entries from Harvest
To sync work logs from Harvest, link projects in Foresight with the corresponding projects in Harvest:
- Switch to the Manager role in Foresight.
- Add a new project or open an existing one.
- Locate Integration settings on the right side of the Project Page and click on it.
- Check the box next to the Harvest logo.
- In the Select Projects field, enter the name(s) of the project(s) you want to integrate.
- Choose the starting date for syncing work logs and click Reset and sync all work logs.
- Wait for synchronization to complete. If any team members are missing, Foresight will notify you. Add missing team members as Managers or Employees in Foresight and provide their email addresses.
Your integration is now fully enabled. Tracking work logs in Foresight is simple and efficient.
Additional Questions
Can I sync multiple projects in Foresight?
Yes, you can sync as many projects as you want into a single project in Foresight. Simply select multiple projects in the Select Projects field in Integration settings.
Why don’t I see the project structure from Harvest?
Foresight only syncs work logs. Tasks, phases, issues, and other project structures are not synchronized. If you need an advanced project structure, create it directly in Foresight.
What does "prevent new assignment creation" mean?
This feature ensures that Foresight only syncs work logs for people already added to a specific project.
Example:
If Bobby and Sam log work in Harvest for Project A, and you created Project A in Foresight but added only Bobby, enabling "prevent new assignment creation" will sync only Bobby's work logs. Sam's logs will not sync because he wasn’t added to Project A in Foresight.
What does "trim assignments to work logs" mean?
This feature adjusts assignment durations to match the dates of the first and last work logs synced from Harvest. Typically, Foresight creates assignments for the full duration of the project.
Example:
If Bobby works on Project A from February 1 to March 19, and Project A in Foresight runs from January 1 to September 22:
- Without "trim assignments to work logs," Bobby's assignment will span the full project duration.
- With "trim assignments to work logs," Bobby's assignment will be limited to February 1 through March 19.
Hint: If Bobby logs work only on February 1 and March 19, Foresight will create a single assignment spanning those dates, rather than two separate assignments.
What does "clear data" mean?
This deletes all previously synced work logs.
Do I need to sync new work logs manually? How often are work logs synchronized?
No, you don’t. Foresight automatically syncs work logs every 24 hours, ensuring your data is always current.