Harvest

thousands of companies rely on harvest timekeeping and forecasting to track utilization of resources and manage invoicing and expenses in order to run their businesses that data is available to you so that your organization can synchronize it to a warehouse for enriching with other datasets or integrating it with other operational systems that allow you to see the full end to end view of your business datalakehouse io is the best means to do that for your organization consistently and with confidence setup instructions the harvest account that you are using should be assigned the administrator role and have access to all modules steps to ensure the harvest account has access to all modules datalakehouse io securely connects to your harvest account using the form in the datalakehouse io portal please complete the following steps enter a name or alias for this connection, in the ' name/alias ' field, that is unique from other connectors enter in the ' target schema prefix ' field, a name that will be unique in your cloud warehouse destination database where you wish to replicate the data click the authorize your account button which will save the connection how to instructions issue handling if any issues occur with the authorization simply return to the sources page in datalakehouse io, edit the source details and click the save & test or authorize your account or re authorize account button to confirm connectivity if any issues persist please contact our support team via the datalakehouse io support portal https //datalakehouse zendesk com replicated entities the following harvest entities are replicated to your target destination these are the table names you will see client client contact company estimate estimate item category estimate line item estimate message expense expense category invoice invoice item category invoice line item invoice message invoice payment project project task assignment project user assignment role task timesheet user user billable rates user cost rates user project assignment common errors not authorized error message when the following type of error is seen in the datalakehouse io logs & monitoring docid\ urla2eizptnb84trxdn7d this is due to the harvest account not having access to all the necessary modules { "action" "failed", "actiontype" "retrieve", "bridgename" "sync harvest", "bridgeguid" "37c927c5a0b042508cf077c09b54bedf", "data" { "entity type" "harvest entity", "entity name" "estimate item category", "entity step description" "{\\"message\\" \\" not authorized! \\"}" }, "created ts" { "seconds" 1681189398, "nanos" 0 }, "created dts" "tue, 11 apr 2023 05 03 18 am", "custommessage" "", "loglevel" "error" } resolution adjust the modules in harvest to match the image below for the user you using to connect to harvest and run the sync bridge minimal data is being replicated to my target connection after you run a sync bridge you notice that not all of the desired harvest data is in your target connection resolution run a historical re sync docid\ dteqsg5 ax5b axwo2o2y for the sync bridge this is only needed to be done once after the initial sync