How to import data from Harvest to Productive
To import data from Harvest into Productive go to Settings - Data import:
Click on Import Data next to the Harvest icon:
Sign in to your Harvest or Forecast account and allow Productive to access your account by selecting Authorize app:
On the next screen, you will see which data will be imported into Productive as well explanations below each of them.
Click on Import Data to proceed with importing:
Users - we will import users as virtual users. Invite them to Productive in order to convert them to actual users
Projects - only projects that have been worked on and edited within the last 365 days will be imported
Tasks - tasks from Harvest are mapped into Services in Productive
Companies and Contacts
Expenses and Invoices are not available for import at the moment.
A notification will pop up saying your data is currently importing. Feel free to close it and let the import continue:
The status of your import will now show as Processing:
Once the processing has been completed, you will receive an email confirmation saying the Harvest import is complete and the status will update to Finished:
Congratulations, your data from Harvest has now been successfully imported into Productive 🎊
Revert an import
To revert an import click on the arrow right of the Status of the import. Revert is available for 14 days after the import.
Kindly note that there can only be one active import at the moment. If you wish to create a new one, revert the existing import first.
To learn how Harvest financials are mapped to Productive budgets check out this article:
Mapping Harvest Financials to Productive Budgets (BETA)