Create new Harvest Project from Salesforce Account

This integration selects new Salesforce accounts and imports them to Harvest as projects.

Note: It does not import pre-existing Salesforce accounts to Harvest projects.

How to Set Up

1. Select or create connections: Salesforce connection for Source and Harvest connection for Target.
2. Provide the necessary information for the integration execution:
   1. Open the import task.
   2. In Mapping Definition of your import task, for the ClientId field, specify the name of your Harvest client instead of Enter your Client name....
   3. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

• To create Harvest projects from specific new Salesforce accounts, configure filters in the task editor.