This integration selects Trello boards and imports them into Harvest as projects.

How to Set Up

  1. Select or create connections: Trello connection for Source and Harvest connection for Target.
  2. Provide the necessary information for the integration execution:
    1. Open the import task.
    2. On the Source Definition of your import task, in filters, replace Enter your Workspace (Organization) name... with the name of the Trello Workspace to get boards from.
    3. In the Mapping Definition of your import task, for the ClientId field, replace Enter your Client name... with the name of your Harvest client.
    4. Save the task.
  3. Specify the schedule on which the integration will run automatically.

Tips

  • To create Harvest projects from specific Trello boards, configure filters in the task editor.