Harvest Integration with Metric.ai
for Professional Services Analytics

Automatically import the time logs, clients, projects, roles, employees, and rates of your consulting firm from Harvest's
time tracking and forecasting
About Metric.ai
Metric.ai is a business intelligence software tailored for professional services. All crucial measurements of your business are taken from your current tools.

Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.
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About Harvest
Harvest is a web-based time tracking and invoicing application relied on by creative businesses in over 100 countries.
  • Time tracking your team will actually use
  • Easy and professional invoicing
  • Powerful reporting to keep you on top of project progress and profitability
  • Apps and integrations tailored to your workflow
  • Intuitive team scheduling through our sister application Forecast
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What does Harvest+Metric.ai integration do?

Metric.ai properly maps clients, projects, employees, roles, and rates from Harvest to augment analytics data. Harvest invoices are used to build cash flow. Expenses are pulled from Harvest to populate expenses in projects in Metric.ai. Multiple times per day Metric.ai imports hours from Harvest.
Data Flow Diagram of Harvest integration in Metric.ai

How to connect Harvest and Metric.ai

Metric.ai automatically syncs with Harvest multiple times per day after the initial connection. To connect Metric.ai to Harvest, perform the following procedure:

  1. Sign in to Metric.ai
  2. Select INTEGRATIONS from the left menu
  3. Click + ADD INTEGRATION button
  4. Select Harvest from the list of integrations
  5. Authorize Metric.ai app in Harvest account
  6. Wait for couple hours (depends on the number of records) for the data to appear in Metric.ai
  7. Validate that clients, projects, employees, roles, rates, and expenses have been synchronized correctly.
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