# Harvest Migration Guide

This guide walks through migrating your client data from Harvest to Tillage. The import process is quick and preserves your existing client relationships.

## What Gets Imported

### Client Records

- Company names
- Client status (active/archived)
- Notes and metadata

### Contacts

- Contact names and titles
- Email addresses
- Phone numbers (office and mobile)
- Primary contact designation

### Automatic Detection

Tillage also analyzes your Harvest data to detect:
- Recurring billing patterns
- Suggested retainer setups
- Client billing frequency

## Before You Start

### Prepare Your Harvest Data

1. **Review client list** - Archive clients you don't need
2. **Update contacts** - Ensure email addresses are current
3. **Check for duplicates** - Clean up any duplicate clients

### Have Your Harvest Credentials Ready

You'll need:
- Harvest account access
- Permission to connect third-party apps

## Step-by-Step Import

### Step 1: Connect Harvest

1. Go to Settings > Integrations
2. Find Harvest in the list
3. Click "Connect"
4. Log into Harvest
5. Authorize Tillage to access your data

### Step 2: Start Import

1. Once connected, click "Import Clients"
2. Choose import options:
   - **Active clients only** - Skip archived clients
   - **All clients** - Import everything
3. Click "Begin Import"

### Step 3: Review Import

Tillage shows you:
- Clients found in Harvest
- Contacts per client
- Potential duplicates detected

Review the list and confirm.

### Step 4: Handle Duplicates

If duplicates are detected:
- Review each potential match
- Choose to merge or keep separate
- Duplicates detected by company name match

### Step 5: Complete Import

1. Click "Complete Import"
2. Import runs in background
3. Notification when complete
4. View imported clients in Clients section

## What Happens During Import

### Client Matching

Tillage checks if clients already exist:
- Match by source ID (if previously imported)
- Match by company name
- Creates new record if no match

### Contact Handling

For each client:
- All contacts imported
- Primary contact designated
- Email, phone, and title preserved

### Data Preservation

Your Harvest data remains intact:
- Import is one-way (read only)
- Original records unchanged
- Can re-import later for updates

## After Import

### Verify Data

1. Spot check imported clients
2. Verify contact information
3. Check primary contact designations

### Add Missing Information

Harvest may not have:
- Client industry
- Company size
- Full addresses

Add these in Tillage for better AI suggestions.

### Set Up Retainers

If Tillage detected recurring patterns:
1. Review suggested retainers
2. Create quotes for ongoing services
3. Set up contracts with recurring billing

## Re-Importing / Syncing

### Updating Existing Clients

Run import again to:
- Update contact information
- Import new clients added since last import
- Sync changes from Harvest

### How Updates Work

- Existing clients updated (not duplicated)
- New contacts added
- Changed data reflected

### Best Practice

- Periodic re-sync (monthly)
- Or after significant Harvest updates
- Keep both systems aligned

## Troubleshooting

### Connection Issues

**"Unable to connect to Harvest"**
- Check your Harvest credentials
- Ensure you have admin access
- Try disconnecting and reconnecting

**"Authorization expired"**
- Tokens expire periodically
- Reconnect Harvest in Settings
- Re-authorize access

### Import Issues

**"Client not found"**
- May be archived in Harvest
- Check "All clients" import option
- Verify client exists in Harvest

**"Duplicate detected incorrectly"**
- Can skip merge during review
- Import as separate record
- Merge manually later if needed

### Missing Data

**"Contacts not imported"**
- Verify contacts exist in Harvest
- Check contact has email address
- Required: at least first name

## What Doesn't Import

### Not Transferred

- Time entries (Tillage doesn't track time)
- Existing invoices (create new in Tillage)
- Expense records
- Project data

### Why?

Tillage handles the quote-to-cash workflow differently than Harvest. You'll create new quotes and invoices in Tillage going forward.

## Migration Strategy

### Recommended Approach

1. **Import all clients** to Tillage
2. **Continue using Harvest** for active projects
3. **Start new projects** in Tillage
4. **Gradual transition** as projects complete
5. **Full migration** when ready

### Running Both Systems

During transition:
- Harvest for time tracking (if needed)
- Tillage for quotes, contracts, invoices
- Client data synced between both

### Complete Migration

When fully on Tillage:
- All new work through Tillage
- Reference Harvest for historical data
- Cancel Harvest subscription when ready

## Benefits of Migration

### After Moving to Tillage

- **AI quote generation** - Faster proposals
- **Variance buffers** - Profitability protection
- **Integrated contracts** - No separate tool needed
- **Better payment collection** - One-click payments
- **Unified workflow** - Quote to cash in one place

### What You'll Gain

- Hours saved on quoting
- Better profit margins
- Faster payment collection
- Professional client experience

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*Related: [Harvest Integration](/llms/integrations/harvest.txt) | [Getting Started](/llms/getting-started.txt) | [Clients](/llms/features/clients.txt)*