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Harvest connection guide

Follow these steps to connect your Harvest data to Supermetrics and use your data in any of our data destinations — Google Sheets, Looker Studio, Excel, data warehouses, and Power BI, as well as the Supermetrics API. You can also connect to data sources from the Supermetrics Hub.


You can share your data source connection with your team and use the connection across all data destinations you use with Supermetrics. Learn more about shared connections.


Before you begin

The Harvest API mirrors your account permissions. For this reason, you'll need access to an Administrator account to access your data. Learn more in Harvest's documentation.


Query types

Each Harvest query type pulls time and billing data by the dimension in its name (for example, the Projects report pulls data by client or project).


Note that Project, Client, Task, and Team reports allow only reporting with monthly granularity.

  • Projects report
  • Clients report
  • Tasks report
  • Team report
  • Time entries (not available in Looker Studio)


Harvest's API allows a maximum of 100 requests every 15 minutes. If you find any of your Harvest queries timing out, wait 15 minutes and try again.


Instructions

Google Sheets

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open a new Google Sheets file.
  2. Navigate to ExtensionsSupermetricsLaunch to open the Supermetrics sidebar.
  3. Click Create query.
  4. Under Data source, select Harvest.
  5. Choose to make this connection shared or private.
  6. Click Start.
  7. Sign in with your Harvest account.
  8. Click Authorize application.
  9. Navigate to Report configuration.
  10. Select a query type to use in your report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Looker Studio
  1. Open the Supermetrics Looker Studio data source gallery.
  2. Navigate to Harvest and click Start free trial.
  3. You'll see two buttons that read Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
  4. Once that's done, or if you've done it before, click the right-hand Authorize button (under "Harvest requires authorization to connect to data").
  5. Select a team that has access to the account you want to connect.
  6. Choose to make this connection shared or private.
  7. Click Start.
  8. Sign in with your Harvest account.
  9. Click Authorize application.
  10. Select a query type to use in your report, and click Next.
  11. In the pane's top right, click Connect.
  12. Click Create report.
  13. Click Add to report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.

Excel

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open an Excel file.
  2. Click DataShow Supermetrics.
  3. Under Data source, select Harvest.
  4. Choose to make this connection shared or private.
  5. Click Start.
  6. Sign in with your Harvest account.
  7. Click Authorize application.
  8. Navigate to Report configuration.
  9. Select a query type to use in your report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Data warehouse

Follow these instructions to set up a transfer with Supermetrics for BigQuery (marketplace). See the instructions below for other data warehouse destinations.


Set up transfer for BigQuery (marketplace)

Make sure you've enrolled the data source before you connect.

  1. Log in to the Google Cloud Platform.
  2. Navigate to BigQueryData transfers.
  3. Click + Create transfer.
  4. Select the Harvest data source.
  5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
  6. Under Third-party connection, click Connect source.
  7. Accept the agreement.
  8. Click Authorize with Harvest.
  9. Click Start.
  10. Sign in with your Harvest account.
  11. Click Authorize application.
  12. Select the accounts you'd like to include in your reporting and define the transfer settings.
  13. Click Submit.
  14. Click Save.


Set up data warehouse transfer on the Supermetrics Hub

Make sure you've set up a data warehouse destination before you connect.

  1. Log in to the Supermetrics Hub.
  2. In the sidebar, go to StorageTransfers.
  3. Click New transfer. If you haven't created any transfers yet, click Schedule first transfer
  4. Select the Harvest data source, and click OK.
  5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
  6. In the Connections section, click Add new connection.
  7. Click Start.
  8. Sign in with your Harvest account.
  9. Click Authorize application.
  10. In the transfer setup view, select the accounts you'd like to include in your reporting.
  11. Click Create transfer.
Power BI
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, go to Destinations → Power BI.
  3. Click Create or edit queries.
  4. Click Select a data source.
  5. Select the Harvest data source.
  6. Click Start.
  7. Sign in with your Harvest account.
  8. Click Authorize application.
  9. Fill in the query details.
  10. Click Run query to test your query.
The Supermetrics API
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, click API.
  3. Select for Supermetrics API from the dropdown menu next to the page title.
  4. Click Select data source.
  5. Select the Harvest data source.
  6. Click Start.
  7. Sign in with your Harvest account.
  8. Click Authorize application.
  9. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
  10. Click Run to test your query.
Supermetrics Hub
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, click Data sources.
  3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
  4. Hover over the Harvest data source, and click Connect.
  5. Click Start.
  6. Sign in with your Harvest account.
  7. Click Authorize application.

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