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Integrations

Harvest Integration

Tillage integrates with Harvest for client import and recurring billing detection. This guide covers connecting Harvest and migrating your data.

What the Integration Does

Client Import

  • Import all Harvest clients
  • Bring over contacts with details
  • Preserve client relationships

Contact Sync

  • Names, titles, roles
  • Email addresses
  • Phone numbers
  • Primary contact designation

Recurring Detection

Analyzes your Harvest invoicing patterns:

  • Identifies recurring clients
  • Suggests retainer setups
  • Detects billing frequency

Connecting Harvest

Step 1: Navigate to Integrations

  1. Go to Settings
  2. Click "Integrations" tab
  3. Find Harvest

Step 2: Connect

  1. Click "Connect Harvest"
  2. Log into your Harvest account
  3. Authorize Tillage to access your data
  4. Return to Tillage

Step 3: Verify Connection

  • Status shows "Connected"
  • Your Harvest account name displayed
  • Ready to import

Importing Clients

Start Import

  1. With Harvest connected, click "Import Clients"
  2. Choose options:
    • Active only - Skip archived clients
    • All clients - Import everything
  3. Click "Begin Import"

During Import

Tillage:

  • Fetches all clients from Harvest
  • Retrieves contacts for each client
  • Checks for existing matches
  • Detects duplicates

Review Results

Import summary shows:

  • Total clients found
  • New clients created
  • Existing clients updated
  • Duplicates detected

What Gets Imported

Client Data

Harvest FieldTillage Field
Client nameCompany name
AddressAddress
Currency(Noted in records)
Active statusStatus (active/archived)

Contact Data

Harvest FieldTillage Field
First nameFirst name
Last nameLast name
TitleTitle
EmailEmail
Phone (office)Phone (office)
Phone (mobile)Phone (mobile)

Handling Duplicates

Detection

Tillage identifies potential duplicates by:

  • Matching company names
  • Matching by previous import source ID
  • Fuzzy name matching

Resolution Options

Merge:
  • Combine into single record
  • Keep most complete data
  • Preserve history from both
Keep Separate:
  • Import as new record
  • May need manual review later
  • Useful if truly different clients
Skip:
  • Don't import this client
  • Existing record unchanged

Recurring Pattern Detection

What It Detects

Analyzes your Harvest invoice history for:

  • Clients billed monthly
  • Clients billed quarterly
  • Clients billed annually
  • Consistent amounts

What You See

For detected patterns:

  • Client name
  • Suggested frequency (monthly, etc.)
  • Typical amount
  • Recommendation to set up retainer

Setting Up Retainers

When pattern detected:

  1. Review suggestion
  2. Create quote for retainer amount
  3. Create contract with Ongoing Services
  4. Set up recurring billing

Re-Syncing Data

When to Re-Sync

  • New clients added in Harvest
  • Contact information updated
  • Periodic refresh (monthly)

How to Re-Sync

  1. Go to Settings > Integrations
  2. Find connected Harvest
  3. Click "Sync Clients"
  4. Review changes
  5. Confirm

What Happens

  • New clients imported
  • Existing clients updated
  • Contacts refreshed
  • No duplicates created

Disconnecting Harvest

How to Disconnect

  1. Settings > Integrations
  2. Find Harvest
  3. Click "Disconnect"
  4. Confirm

What Happens

  • Connection removed
  • Imported data remains in Tillage
  • Can reconnect later

Why Disconnect?

  • No longer using Harvest
  • Security policy requirements
  • Troubleshooting connection issues

What Doesn't Sync

Not Imported

  • Time entries
  • Projects
  • Existing invoices
  • Expenses
  • Tasks

Why?

Tillage handles billing differently:

  • Create new quotes in Tillage
  • Generate invoices from contracts
  • Time tracking not included

Migration Strategy

Gradual Transition

  1. Import clients to Tillage
  2. Keep using Harvest for current projects
  3. Start new projects in Tillage
  4. Migrate as projects complete

Full Migration

When ready:

  1. Import all clients
  2. Create retainers in Tillage
  3. Move all billing to Tillage
  4. Reference Harvest for history only

Troubleshooting

"Connection failed"

  • Check Harvest credentials
  • Ensure you have account access
  • Try disconnecting and reconnecting

"Import stuck"

  • Large client lists take time
  • Refresh page after a few minutes
  • Check notification for completion

"Clients missing"

  • Check if clients are archived in Harvest
  • Use "All clients" import option
  • Verify clients exist in Harvest

"Contacts not imported"

  • Contact needs at least first name
  • Email helps with matching
  • Check contact exists in Harvest

Best Practices

  1. Clean Harvest data first - Remove duplicates, update contacts
  2. Start with active clients - Import what you need
  3. Review duplicates carefully - Avoid merging incorrectly
  4. Set up retainers - Use recurring detection insights
  5. Sync periodically - Keep data current
Related: Harvest Migration Guide | Clients | Recurring Retainers
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