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Harvest is a web-based time tracking software designed for businesses and individuals who need to track their time and manage projects. Harvest offers a range of features, including the ability to track time through multiple devices and platforms like HappyFox help desk.
The integration between Harvest and the Agent portal enabled seamless time tracking and management between both the systems. Agents can now log time in Harvest app from within the ticket details page. This aids in efficient time management without the need to switch between platforms and enhances accuracy.
Also available on all unlimited agents pricing plans!
HappyFox Help Desk integration with Harvest allows your agents to:
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Add a harvest timer in the Ticket Details page through which the agent can log time directly.
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Log time against the appropriate client, project, agent, and task in Harvest.
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Log their work hours through a timer or manual entry.
Integrating Harvest with HappyFox requires the following steps
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Login to the Agent portal and navigate to the Apps module.
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Either search for Harvest or navigate to the Time Management category to find the Harvest app.
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Click on the Harvest tile and choose Install.
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From the Manage screen, select the ticket categories for which the Harvest integration should be enabled in the Categories field and click Save.
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Voila! The HappyFox - Harvest Integration is complete🎉. Read on to know how to log time in Harvest from within HappyFox.
Signing in to the Harvest account from Help desk
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Navigate to the Tickets module and open any ticket.
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The Harvest app will be displayed in the right pane of Ticket Details.
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Click Sign in to login to the respective Harvest account against which the time needs to be logged.
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You will be redirected to the Harvest site, sign in using any of the allowable methods to the Harvest account.
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Note: If the user has already signed it to Harvest, they would be authenticated automatically.
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Click Authorize Application so that the time entries captured in agent portal can be added to Harvest.
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Post successful authorisation, the user will be redirected to the ticket details screen.The Harvest client, project and task information associated with the respective account will be displayed within the ticket in the ticket details screen.
Time can be logged in Harvest from HappyFox in the following ways:
2. Enter the time duration manually.
Log Time using the Timer option
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Select the Client, Project and Task details from the dropdown options listed under each of these fields.Click Start Timer.
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The timer will start capturing the time spent on the particular task automatically. Once the task is completed, click Stop Timer and Submit. This action adds a time log entry in Harvest with the time captured against the particular task.
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The tracked time is added in Harvest, and both the ticket ID and description is appended in the Notes field for the corresponding task.
Directly log time using time entry field
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Select the Client, Project and Task details from the dropdown options listed under each of these fields.
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Add the time spent in the HH:MM format in the Time Spent field.Click Save & Submit Time Entry.
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The tracked time is added in Harvest, and both the ticket ID and description is appended in the Notes field for the corresponding task.
Time logged from agent portal is added as a private note in the ticket:
Frequently Asked Questions:
Q: I don't see the Harvest app listing in my HappyFox app marketplace.
A: Harvest integration is available on Enterprise and above pricing plans of HappyFox. Please check with your help desk administrator that your agent role has the Manage apps settings permission.
Q: Do I need to be the administrator in Harvest to configure the integration?
A: Yes.
Q: Should I have a Harvest ID to log time in help desk?
A: Yes. Harvest credentials are required in help desk to connect to the respective account and log time.
Q: How to log time from a different harvest id other than the one currently signed in?
A: Use the Logout option available next to the current account and sign in again with the desired credentials.
