Our new integration with Harvest brings passive timekeeping to an already simple and robust time tracking, expense tracking, and invoicing solution. Here's how to set it up.
First, Connect to Harvest
Go to Account - Integrations in Chrometa. Locate Harvest in the top row, and click the Connect button:
Next, tell Harvest that it's OK for Chrometa to access your Harvest account:
Next, Import Your Harvest Projects
You'll then be redirected to your Projects tab where you can import your Harvest project list into Chrometa. Click the Import From Harvest button in the top row to do this:
Then, Assign Time Entries to Your Projects
You'll now be able to assign time entries to your Harvest projects (which now exist as Chrometa projects, too). You can do this by using Rules as well as the Move To Project dropdown from the Time Summary screen.
Finally, Export Your Time Entries to Harvest
As you complete your Timesheet, you can move your time entries over to Harvest for a given day, or even a given week. Just use the Export dropdown from the Timesheet view to send your entries across the wire to Harvest:
They'll appear in Harvest as if they were created there in the first place!
You can use Chrometa to supplement your timekeeping within Harvest. In case you forgot to enter your time in as you worked on something, or you forgot to start the timer, you'll have a "safety net" of time entries that were passively captured for you - which can easily be sent over to Harvest by following these steps.
Team Timesheet Export to Harvest
If you a the Team Admin (or Team lead) can also export time for a project or multiple projects for the entire team. Just use the Export dropdown from the Team Timesheet view next to the project name
Or use the Export to Harvest link in the menu bar to export all Harvest projects (for the current view)
The description in Harvest will appear as:
[Team Member Full Name] - Description