Harvest Integration

The Harvest integration connects EventWorks to Harvest, a time tracking and project management tool. You can create Harvest clients and projects directly from your events and accounts, so your team can start tracking time against events immediately.

Getting There

Go to Settings > Integrations and find the Harvest card. Click Connect to enter your API credentials.

Overview

Once connected, Harvest lets you:

Create clients — Turn EventWorks accounts into Harvest clients
Create projects — Turn events into Harvest projects linked to the correct client

Key Concepts

Personal Access Token Authentication

Harvest connects using a personal access token and your Harvest account ID. You generate these in your Harvest account settings.

Client and Project Matching

When you send an event to Harvest, EventWorks first checks if the account already exists as a Harvest client (matched by name). If not, a new client is created. Then it checks for an existing Harvest project (matched by event code or name) and creates one if needed.

How To...

Connect to Harvest

Go to Settings > Integrations.
Click the Harvest card.
Enter your Personal Access Token and Account ID.
Click Save.

Tip: You can find your personal access token in Harvest under Settings > Developers > Personal Access Tokens.

Create a Harvest Project from an Event

Navigate to the event you want to send to Harvest.
Click Send to Harvest on the event page.
EventWorks:

- Finds or creates a Harvest client from the event's account (matched by name) - Finds or creates a Harvest project from the event (matched by code, then by name)

The Harvest project is linked to the correct client automatically.

Note: If the account or event already has a linked Harvest record, the existing record is reused — no duplicates are created.

Disconnect Harvest

On the Harvest integration card, click Disconnect.

Settings & Configuration

All Harvest settings are configured in the connection modal at Settings > Integrations. You need the edit settings permission.

Setting	Description
Personal Access Token	Your Harvest API bearer token
Account ID	Your Harvest account identifier

Frequently Asked Questions

Q: What's used as the Harvest project name?

The event name is used as the Harvest project name. If the event has a code, it's also stored as the project code in Harvest.

Q: Can I track time in Harvest and see it in EventWorks?

The Harvest integration creates projects for time tracking, but does not currently pull logged hours back into EventWorks. You would view time data directly in Harvest.

Q: How are clients matched?

Harvest clients are matched by name against your EventWorks account name. If an exact match is found, the existing client is linked. If not, a new Harvest client is created with the account name and address.

Q: Can I send the same event to Harvest twice?

No. If the event already has a linked Harvest project, the existing project is returned instead of creating a duplicate.