Ensure you have Admin privileges within your Harvest account.

If you’ve been directed to StackOne to integrate with Harvest, the following steps will help you understand the process and any necessary actions to configure successful integration.

This guidance assumes that you are an Administrator within Harvest.

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Get your Harvest API Key and Account ID

1

Log in to Harvest

Log in to Harvest and click Developers.

Harvest Developers
2

Create Personal Access Token

Under Personal access tokens, click the Create new personal access token button.

Create Token
3

Enter Token Details

Enter a Name for this new key, then click the Create personal access token button.

Token Details
4

Choose Account

Each connection with StackOne will be associated with one Harvest Account. Under Your personal access token, ensure that the intended Account for this connection is selected next to Choose account.

Choose Account
5

Copy API Token and Account ID

Copy your displayed API Token and Account ID and store them safely.

API Token and Account ID

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Connecting to StackOne

1

Enter Credentials

Upon reaching the Link Account page, enter your API Token and Account ID from the previous steps.

Link Account
2

Connect

Proceed by clicking the Connect button.


Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!