Connecting to Harvest

Randall Berg -

Using Harvest to track hours and projects in your company?  Awesome, so do we!  We have Harvest as a featured integration within our application so you can create dashboards and report.  Here's a quick document to help you get setup with BrightGauge and Harvest. 

 

Step 1 - Log in to your BrightGauge Account  

If you haven’t created an account yet, go here to get started.

 

Once logged in, to get started: 

  • New Accounts

On first login, from the account Overview page, click on the "Add a Datasource" button:

Or, from the first "Welcome to BrightGauge" dashboard page, click on the "Connect a Datasource":

 

  • Existing Accounts

From the account Overview page (to access click on the BrightGauge logo on the top left hand corner), click on the green "+" towards the bottom right of the page (next to the list of your exiting datasources):

 

Or, click on "Data" menu on the the top righthand corner of the screen, and select "Datasources" from the drop down menu:

 

Now click on “Add a New Datasource” and then click on the "Harvest" icon:

 

Whether a new account or an existing, clicking on the Harvest datasource logo will bring you to the page displayed below in Step 2.

 

 

 

 

Step 2 - Add Harvest credentials

You'll now need to fill in the appropriate information.

  1. Name - name the datasource.  This can be Zendesk or anything you want
  2. Subdomain - when you login to harvest, you'll go to *.harvestapp.com or you get redirected to that site.  This box is whatever is there instead of the asterisk
  3. Harvest Username - This should be the username you login as, usually your email address.  Make sure this is associated with an administrator, as agent level users can cause data discrepancies.
  4. Harvest Password - This is the password from the user account in step C. 

 

Step 3 - Test Connection

Make sure to test the connection.  If successful, save the connection. 

Once you’ve saved the connection then the datasets and gauges will be added to your account.  You are now set!  

 Signup for one of our weekly training sessions here to get more familiar with the product as well as check out our support forums at support.brightgauge.com

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