Enter a Name for your Personal Access Token.Select Create New Personal Access Token.To connect your Harvest account to Upsales, complete the following steps: Obtaining Your Harvest API key and account ID Note that the pricing for the product is defined by the Project pricing you set in Harvest. Time tracked in Harvest will be applied to one product in the opportunity created in Upsales. The user you define as the Default user will also be used by your connected invoicing service. Using the default Sales board layout? We recommend using Verbal Agreement as the default stage for your Harvest-created opportunities. When you move opportunities to 100%/completed order, the project is marked as invoiced in Harvest and you will no longer be able to track time against that Harvest project. You can move automatically created opportunities from tracked time to another stage on the Sales board. The stage options vary, depending on how you have configured your Sales board. Opportunities created from tracked time are shown on the Sales board, along with other opportunities. This simplifies viewing reports for opportunities from tracked time.
One option is to create a new Upsales user for opportunities created from tracked time. All opportunities created from tracked time are assigned to the same user in Upsales. When you track time in Harvest, it connects in Upsales as an opportunity. You’ll also need to get your Harvest API key and Account ID: These settings connect Harvest to your Upsales account and define the defaults for the information connected through the integration. Once you activate the app, the Harvest App Settings are displayed. You need the role of Administrator to access the app directory and activate apps for your team. Obtaining Your Harvest API key and account ID.Requires invoicing to be activated in your Harvest account If you’ve also connected a billing app through Upsales, the order will then be synced to that service. Once you finish the project, set the opportunity stage to 100% in Upsales and the Harvest project will be automatically marked as invoiced. The Harvest-Upsales integration means you can automatically track time in Harvest against opportunities in Upsales.
0 kommentar(er)
