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Migration guide

Move your data from Harvest

Your browser reads Harvest directly with a key you create there. The key stays in your browser; Calisto only receives your records, and you can stop and pick up again any day.

What moves

What comes across

  • Clients

    Lands in Calisto as Contacts · 5 fields

    Abathengisi, ababhalwe ngaphambi kokuba baphume

  • Client contacts

    Lands in Calisto as Contacts · 10 fields

    Abantu kumkhiqizo ngamunye

  • Team

    Lands in Calisto as Records · 7 fields

    Hlanganisiwe nabasebenzi bakho ngemeyili; abanye abangenayo besebenzisa ukusibiza

  • Projects

    Lands in Calisto as Records · 17 fields

    Izinhlelo zokusebenza nezinsizakalo zabo, ikodi, imali, ithemba, kanye nobudlelwano

  • Tasks

    Lands in Calisto as Records · 6 fields

    Imisebenzi yezindawo ngazinye, ezibhalwe ngokwemvelo kanye nesikhathi

  • Billable rates

    Lands in Calisto as Records · 9 fields

    Isikhathi esibhaliswe, kanye nomlando walo ngokunembe

  • Cost rates

    Lands in Calisto as Records · 6 fields

    Ukuthi yini ishintsho somzuzwano ngomzuzu ngamunye, kanye nesikhathi sakhe sokuqala ngokuya ngomhla

  • Expense categories

    Lands in Calisto as Records · 8 fields

    Izinhlobo; eyodwa ehlekisiwe ngomthamo iba yinhlobo yemayela

  • Invoices

    Lands in Calisto as Records · 17 fields

    Izibalo zokubhala nezindawo zazo

  • Payments

    Lands in Calisto as Records · 6 fields

    Amakhadi akhokhiwe, kanye nawo angapheli

  • Time

    Lands in Calisto as Records · 17 fields

    Noma yikuphi ukufakwa, okukhokhayo noma cha, okuxhumene nesibuko sayo

  • Approved weeks

    Lands in Calisto as Records · 5 fields

    Izinsuku eziyisikhathi esithile ezivumelekile noma ezibekelwe

  • Expenses

    Lands in Calisto as Records · 20 fields

    Izindleko nezinye izinto zazo kanye nemiphakathi

  • Estimates

    Lands in Calisto as Records · 9 fields

    Izibalo, njengamaphropayeli

  • Archived projects

    Lands in Calisto as Records · 2 fields

    Izinhlelo ezivuliwe zivalwa ngemuva kokuba izindaba zazo zifakiwe

Live pull

The key you will need

  • Personal access token

    In Harvest, open id.getharvest.com/developers, choose Create new personal access token, and copy the token.

  • Account ID

    Shown under the token on the same page (id.getharvest.com/developers).

If Harvest ever refuses your browser, the same source switches to its export file below.

Export file

Exporting from Harvest

  1. Indlela efushane yikhalithi yakho yezibalo: ku-Harvest, vula id.getharvest.com/developers, yakha ikhalithi, bese uyifaka nekhwalithi yakho ye-Account ID phezulu. Lokhu kubuka konke, kufaka phakathi nezibalo zokuhamba.
  2. Uma ufuna ukushintsha ngomfomula, susa uluhlu ngalunye olulandelayo njenge-CSV (noma i-Excel) ukusuka ku-Harvest, kuyo yisikhathi othanda ukubamba.
  3. Hlanganisa amafayela (i-ZIP yaleyo yenza kahle). Calisto ayiwafunda kwebhrawuza yakho futhi ibonise ukuthi yiziphi izinto ezizofakwa, kanye nezizohleleka ngoba, ngaphambi kokuthi yonke into igcinwe.

Abakhiqizi abagcinwe, imisebenzi, izibalo kanye nabantu abagcinwe bayafakwa lapho ukhethe ukubonisa izinto ezigcinwe ngaphambi kokuzixhuma. Ifayela le-JSON elishayelwe nge-API ye-Harvest lisebenza futhi.

Harvest’s own help page

Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms