# 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 Field | Tillage Field |
|---------------|---------------|
| Client name | Company name |
| Address | Address |
| Currency | (Noted in records) |
| Active status | Status (active/archived) |

### Contact Data

| Harvest Field | Tillage Field |
|---------------|---------------|
| First name | First name |
| Last name | Last name |
| Title | Title |
| Email | Email |
| 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

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*Related: [Harvest Migration Guide](/llms/guides/harvest-migration.txt) | [Clients](/llms/features/clients.txt) | [Recurring Retainers](/llms/guides/recurring-retainers.txt)*