> ## Documentation Index
> Fetch the complete documentation index at: https://usepike.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Harvest

> How to import clients, projects, tasks, users, and time entries from Harvest into Pike, with optional daily sync and Harvest Forecast assignments.

The Harvest integration imports clients, projects, tasks, users, and time entries from Harvest into Pike, with optional nightly sync while your team switches over. Harvest Forecast assignments can come across as Pike allocations.

## Connect Harvest

1. Go to **Workspace settings** → **Integrations** → **Harvest**.
2. Click **Add integration**.
3. Authorize Pike in the Harvest popup.

Only workspace admins can connect or disconnect Harvest.

## Import data

On the integration page, click **Import data**. The stepper runs entities in dependency order, so clients import before the projects and time entries that reference them. It skips entities whose **Read** toggle is off, names them, and links to sync settings.

## What syncs

| Harvest | Pike | Notes |
| - | - | - |
| Clients | Customers | |
| Projects | Projects | Fixed fee or T\&M, budget, and hourly rates |
| Tasks | Tasks | |
| Users | Members | Matched by email |
| Time entries | Time entries | With notes, billable flag, and billed status |
| Invoices | Read-only invoice history | |
| Forecast assignments | Allocations | When **Import Forecast** is on |

### Daily sync during a transition

**Daily sync** is off by default. When on, Pike imports new Harvest time entries every night, so teams can switch over gradually.

## Sync settings

While Harvest is connected, the **What syncs with Harvest** card sits under the top button row on the integration page. Each entity has a **Read** toggle (Harvest to Pike). Toggles save immediately.

| Entity | Read | Send |
| - | - | - |
| Clients, projects, and tasks | Yes | Not available |
| Time entries | Yes | Not available |
| Forecast assignments | Yes, when **Import Forecast** is on | Not available |

New connections start with **Read** on for everything.

## Synced records

Every synced record shows the Harvest marker, "Last synced {time}" or "Not synced yet", and a **Refresh** action. **Refresh** shows only while **Read** is on for that entity.

### Sync issues

Records that fail to sync appear in the **Sync issues** list on the integration page, with the record, the reason, and a **Retry** action. The integration never deletes Pike data on its own. A record removed in Harvest is marked "Removed in Harvest" in Pike, never deleted.

## Disconnect

Disconnecting Harvest stops syncing and keeps all imported data. Linked records keep their history.

## Permissions

Synced data respects Pike roles and private projects. A private project's tasks never sync out to anyone who cannot see the project in Pike.

## Limits

* Invoices from Harvest import as read-only history.
* Pike does not write to Harvest.

## Related

* [Harvest integration overview](https://usepike.com/integrations/harvest): What imports, how agencies switch, and FAQs.
* [Toggl Track](https://usepike.com/docs/integrations/toggl.md): Import clients, projects, and time entries.
* [Clockify](https://usepike.com/docs/integrations/clockify.md): Import projects, tasks, and time entries.
* [Switch playbook](https://usepike.com/switch): Plan the pilot, migration, and go-live.


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