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Authorization

Follow this guide to create a new Harvest credential that will allow Nexla to authenticate to and exchange data with your Harvest account.
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Harvest

Prerequisites​

Before creating a Harvest credential, you need to obtain a Personal Access Token and Account ID from your Harvest account. The Personal Access Token and Account ID are required to authenticate with the Harvest API.

To obtain your Personal Access Token and Account ID, you need to have a Harvest account. Once you have access to your account, you can create a Personal Access Token from your Developer dashboard. The Account ID can also be found in your Developer dashboard. The Personal Access Token is sent in the Authorization header with the Bearer prefix, and the Account ID is sent in the Harvest-Account-ID header for all API requests to the Harvest API. For detailed information about Personal Access Token setup and authentication, refer to the Harvest API authentication documentation.

Create a Harvest Credential​

  • To create a new Harvest credential, after selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

New Credential Overlay – Harvest

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Credential Name & Description​

  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

    Resource descriptions are recommended but are not required. They should be used provide information about the resource purpose, data freshness, etc. that can help the owner and other users efficiently understand and utilize the resource.

Personal Access Token Authentication​

Harvest uses Personal Access Token authentication, where the Personal Access Token is sent in the Authorization header with the Bearer prefix, and the Account ID is sent in the Harvest-Account-ID header for all API requests.

  1. Enter your Harvest Account ID in the Harvest Account ID field. This is the Account ID you obtained from your Harvest Developer dashboard. The Account ID is sent in the Harvest-Account-ID header for all API requests to the Harvest API.

    Your Harvest Account ID can be found in your Developer dashboard. The Account ID identifies your Harvest account and is required for all API requests. The Account ID is sent in the Harvest-Account-ID header for all API requests to the Harvest API. For detailed information about finding your Account ID, see the Harvest API authentication documentation.

  2. Enter your Harvest Personal Access Token in the Harvest Personal Access Token field. This is the Personal Access Token you created from your Harvest Developer dashboard. The Personal Access Token is sent in the Authorization header with the Bearer prefix for all API requests to the Harvest API.

    Keep your Personal Access Token secure and do not share it publicly. The Personal Access Token provides access to your Harvest account data and should be treated as sensitive information. You can create and manage Personal Access Tokens from your Harvest Developer dashboard. The Personal Access Token is sent in the Authorization header with the Bearer prefix for all API requests to the Harvest API. For detailed information about creating and managing Personal Access Tokens, see the Harvest API authentication documentation.

Save the Credential​

  1. Once all of the relevant steps in the above sections have been completed, click the Save button at the bottom of the overlay to save the configured credential.

  2. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.