How do I link people between Harvest and Forecast?
To get all the benefits of the Harvest + Forecast integration, you’ll need to make sure your teammates are linked between the two tools. The only way to do that is to import your team from Harvest into Forecast.
When you first set up the integration, you’ll have the opportunity to import your team from Harvest, which links them between Harvest and Forecast. If you skipped this step, or need to link other people, you can take these steps:
- Go to Manage > Team.
- Click the Import from Harvest button.
- Select the teammates you want to link or import.
- Importing teammates who are already in the Forecast account won’t create duplicates—instead, it will link their profiles as long as their email addresses match exactly.
- Click the green Import people button to save.
You should import everyone you plan to schedule or who needs access. Note that importing people will not invite them to access the Forecast account—you’ll need to invite them after importing.
If you’ve added people to Forecast and haven’t added them to Harvest yet, you’ll need to add them in Harvest separately before you can follow the above steps to link them.