After you’ve integrated your accounts and linked your clients, projects, and people, some changes to your data will sync automatically, while others will require you to make changes in both accounts.

Data that automatically syncs

Linked projects

• Edits to project name, code, and client
• The archived or active status of a project
• The remaining hourly budgets of your Harvest projects
  • Learn more about remaining budgeted hours.

Linked clients

• Edits to client name
• The archived or active status of a client

Linked people

• Edits made by a person to their own name or email address, if that person has permission to sign into Forecast
• Edits made to a person’s name by another teammate, if the edited person has permission to sign into Forecast
• Edits to a person’s capacity
• Edits to a person’s roles

Capacity

• Edits to your company’s default capacity or an individual person’s capacity

Roles

• The creation, deletion, or editing of any roles

Data that doesn’t automatically sync

Linked projects

• New projects added to either Harvest or Forecast
  • If you create a new project in either account, you’ll need to either manually import it from Harvest to Forecast or push the project from one app to the other. You can read more about these options in our article on integrating with Harvest.
• Deleted projects in Harvest or Forecast
  • If you delete a linked project in either account, it will not be deleted in the other account.

Linked clients

• New clients added to Harvest
  • If you create a new client in Harvest, you’ll need to manually import it from Harvest to Forecast or sync it to Forecast by pushing a project that belongs to the client from Harvest to Forecast.
• New clients added to Forecast
  • If you create a new client in Forecast, it can only be synced to Harvest if you push a project that belongs to the client from Forecast to Harvest.
• Deleted clients in Harvest or Forecast
  • If you delete a linked client in either account, it will not be deleted in the other account.

Linked people

• Edits made to the status of a person: whether they are active, archived, or deleted
• Edits made to a person’s email address by another teammate
• Edits made to a person’s name by another teammate, if the edited person doesn’t have permission to sign into Forecast
• Edits made by a person to their name or email address in Harvest, if that person doesn’t have permission to sign into Forecast
• People added to either Harvest or Forecast after you set up the integration
  • If you add new people in Harvest, you must choose to import them into Forecast.
  • People added in Forecast can’t be synced or imported into Harvest. We recommend adding new teammates in Harvest first. If you’ve already added them in Forecast, though, you can add them in Harvest and then use Forecast’s import functionality to link the profiles. Just make sure the person’s email address matches exactly in both tools.