Harvest

Connect Harvest to sanda: what to prepare, the fields the connection form asks for, and how its data lands in your warehouse.

Connect Harvest

Open the catalogue. In the console, go to Data · Connections and press New connection.
Choose Harvest. It is listed under product and operations; you can also search for it by name.
Fill in the form. Enter the fields below. Credentials go straight to sanda’s sync engine and are never stored in sanda’s database.
Choose what to sync. Pick the streams you want, and a sync mode for each. See choose what to sync.
Run the first sync. sanda tests the connection, then lands each stream as a table in your warehouse.

What the connection form asks for. Required fields are marked; the rest are optional.

Field	Type	Required	Description
Authentication mechanism	one of 2 options	No	Choose how to authenticate to Harvest.
Account ID	string, secret	Yes	Harvest account ID. Required for all Harvest requests in pair with Personal Access Token.
Start Date	string	Yes	UTC date and time in the format 2017-01-25T00:00:00Z. Any data before this date will not be replicated.
Number of Concurrent Threads	integer	No	Number of concurrent threads for syncing. Higher values can speed up syncs but may increase API rate limit usage. Adjust based on your Harvest API plan. Default `4`.

Choose how to authenticate to Harvest.

Choose one of the following. Each asks for its own fields.

Authenticate via Harvest (OAuth)

Field	Type	Required	Description
Client ID	string	Yes	The Client ID of your Harvest developer application.
Client Secret	string, secret	Yes	The Client Secret of your Harvest developer application.
Refresh Token	string, secret	Yes	Refresh Token to renew the expired Access Token.

Authenticate with Personal Access Token

Field	Type	Required	Description
Personal Access Token	string, secret	Yes	Log into Harvest and then create new personal access token.

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