How to activate Harvest integration

Last updated About 1 month ago

NB You need to have a BI Book account to be able to connect your Harvest data to BI Book. If you do not have BI Book account check the instructions here: help.bibook.com/en/articles/how-to-activate-bi-book

Instructions on how to connect Harvest to BI Book

  • Log in to your BI Book account.

  • Go section "management" and inside management to section "integrations".

  • Find Harvest connector on the list

/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBa0FDIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--182b38471c4a59231402edb6589582eb43317099/Harvest%201.png

  • Press the dot on the right corner of the Harvest connector. After that you will be redirected to Harvest login page. Log in with your Harvest credentials.

/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBa0VDIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--2d1b8e69f923258f0eb2dafa05a5ab17d10e62a6/Harvest%202.png

  • After you have logged in, page might ask you to "give the access" to integration. Give access and you should be redirected back to your BI Book environment.

  • Integration should be now open between BI Book - Harvest.

If you get any questions or your not sure if the activation went through correctly, please contact us.