Overview

Harvest is a time tracking and invoicing platform that helps teams manage how work gets tracked and billed.

Persona’s Harvest integration lets you bring Harvest task management into Workflows—so you can look up existing tasks and create new tasks directly from Persona when key events occur (for example, when a Case is opened or an operational review starts).

Benefits

Centralized task catalog: Pull your Harvest task list into Persona so teams can reference the same set of standardized task names and defaults across workflows.

Reduced manual admin work: Create new Harvest tasks from Persona instead of switching tools to keep your task library up to date.

Cleaner billing defaults: Set billability and default hourly rates at creation time so tasks are ready to use in projects with consistent settings.

Integration Features

Persona’s Harvest integration helps teams manage Harvest tasks directly from Persona. Key capabilities include:

• List Tasks: Retrieve tasks from Harvest to power lookups, routing logic, and downstream workflow steps.
• Create Task: Create new tasks in Harvest and set defaults like billability, hourly rate, and whether a task is added to future projects.
• Filtering and pagination support: Filter task lists (for example, by active status or updated time) and paginate through results when needed.

Setting up the Harvest Integration

Prerequisites

To set up the Harvest integration, ensure you have:

• Admin access to your Harvest account
• Necessary API permissions to access Harvest credentials

Setting up the Harvest Credentials

1. In the Persona Dashboard, go to Integrations > Marketplace and select Harvest.
2. Click Add Credential.
3. Enter a credential nickname, then click Continue.
4. When prompted, sign in to Harvest and approve access.
5. Enter your Harvest Account ID if prompted (Harvest requires an account ID to make API requests).

Using the Harvest Integration in a Workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new Action step > Integrations.
3. Select the Harvest integration and choose your saved Harvest credentials.
4. Choose the operation (for example, List Tasks or Create Task) and map fields from Persona into the Harvest inputs.
5. Save and publish the workflow.

Harvest Operations Overview

In addition to syncing field values, Persona can list tasks and create new tasks using Harvest’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Harvest integration:

List Tasks Workflow Action Step

Use this action to retrieve a list of tasks from Harvest. Harvest returns tasks sorted by creation date, with the most recently created tasks appearing first, which is helpful when you want the newest tasks available for selection in downstream steps.

You can also narrow results to active or inactive tasks and fetch only tasks updated after a certain date/time, making it easier to keep Persona workflows aligned with the latest task configuration in Harvest.

Configuration Steps:

• Provide values for required fields:
  • Harvest Account ID
• Optionally add:
  • Is Active (return only active or only inactive tasks)
  • Updated Since (return tasks updated after a given timestamp)
  • Cursor (paginate through results)
  • Per Page (number of records per page)

Create Task Workflow Action Step

Use this action to create a new task in Harvest. At minimum, you’ll provide a task name; Persona will then create the task so it’s available for use in Harvest projects and time tracking workflows.

You can also configure defaults such as whether the task is billable by default, a default hourly rate, whether it should be automatically added to future projects, and whether it should be active. This is useful when you want tasks created from Persona to be ready for billing and operational use immediately.

Configuration Steps:

• Provide values for required fields:
  • Harvest Account ID
  • Name (task name)
• Optionally add:
  • Billable by Default
  • Default Hourly Rate
  • Is Default (automatically add to future projects)
  • Is Active

FAQs

What Harvest permissions are required for this integration?

To interact with Harvest tasks, Harvest requires you to be an Administrator or a Manager with permission to create and edit tasks. If the connected account doesn’t have sufficient permissions, Harvest may return a forbidden response.

Why does Persona ask for a Harvest Account ID?

Harvest requires an account ID to be included with API requests. If you use a personal access token in Harvest, Harvest notes that you can view your account IDs in the Developers section of Harvest ID.

What information is included in a Harvest task?

Harvest task records include fields like task ID and name, default billing settings (such as billable-by-default and default hourly rate), whether the task is a default task, whether it’s active, and timestamps for when it was created and last updated.