This integration selects new Podio items and imports them into Harvest as projects.

Note: It does not import pre-existing Podio items into Harvest projects.

How to Set Up

  1. Select or create connections: Podio 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 Space name... with the name of the Podio Space to get items from.
    3. In 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 new Podio items, configure filters in the task editor.