Forecast integrates with Harvest, our time tracking and invoicing app. Setting up the Harvest + Forecast integration involves connecting your Harvest and Forecast accounts and importing Harvest data into Forecast to link your projects, clients, and people. Before you can enjoy the full benefits of the Harvest + Forecast integration, you’ll first need to set it up correctly.

Connecting your Harvest and Forecast accounts

If you already have a Harvest account but not a Forecast account, there are two ways to open one and immediately connect the tools:

• Click the Try Forecast free button at the top right of the Forecast website and choose to sign up via Harvest.
• Start a new Forecast trial directly from your Harvest account. In your Harvest account, go to Settings > Integrations, click Learn more under Forecast, and then click Start Forecast trial.

If you already have both Harvest and Forecast but haven’t connected them, you can do that by going to your Settings in Forecast and clicking the Connect to Harvest button. Note: If your Harvest account is currently connected to a different Forecast account, you can request access from someone with View and Edit permissions in Forecast.

After you’ve started your Forecast trial and connected it to your Harvest account, you’ll have the option to import data from Harvest:

1. Select the clients and projects you’d like to import from Harvest, then click the green Import clients and projects button.
   • We recommend you only import projects that actively need staffing to prevent clutter in the Projects schedule in Forecast. You can always import additional projects later.
2. Choose the people you want to import from Harvest, then click the green Import people button. Importing your team from Harvest links their profiles so you can compare their estimates vs. actuals in Harvest.
   • Importing does not give people access to your Forecast account. You can choose who to invite later from the schedule or Manage > Team.

Some things to note:

• Importing people doesn’t invite them to use the account or assign them to projects. You should invite your team to Forecast and create assignments for them next.
• You can always link new or existing clients, projects, and team members between Harvest and Forecast by importing from Harvest again.
• If you currently have sample data enabled in your Harvest trial account, sample people and projects will be available for importing into your Forecast account. If you do import them, removing the sample data in Harvest won’t automatically remove it in Forecast—you’ll need to manually delete those items there, as well.

Disconnecting from Harvest

If you’d like to unlink your Harvest and Forecast accounts:

1. Head to Settings in Forecast.
2. Scroll to the Harvest integration section and click Disconnect.
3. Type DELETE to confirm, then click the red Disconnect button.

You won’t lose any data if you disconnect, but the link between your Harvest data and your Forecast data will be severed. You will need to import your clients, projects, and people again if you reconnect.

What happens if you close a connected account

If your Harvest and Forecast accounts are connected and you close one of them, the remaining account will remain active. If you close your Harvest account, any Harvest data you’ve imported into Forecast, such as clients, projects, and teammates, will stay in Forecast.