Setup Guide
Follow these steps to connect Harvest to your Connect AI account:1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Harvest into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter your Harvest Account Id. To find it, log in to Harvest ID and open the Developers page. The Account ID is displayed alongside your personal access tokens and OAuth2 applications.
6
Select the Auth Scheme, then proceed to the relevant section and follow those instructions.
Authentication Methods
- OAuth
- APIKey
To use OAuth authentication, you must create an OAuth2 application in Harvest ID:In Connect AI:
1
Log in to Harvest ID with your Administrator credentials and open the Developers page.
2
Under OAuth2 Applications, click Create New OAuth2 Application.
3
Complete the required fields:
- Name–the name of your application.
- Redirect URL–set this to https://oauth.cdata.com/oauth/.
- Products–select Harvest.
4
Click Create Application.
5
On the application page, make note of the Client ID and Client Secret. The Client Secret is only shown once, so copy it immediately. In Connect AI, the Client ID is entered as the OAuth Client Id and the Client Secret as the OAuth Client Secret.
1
Enter the OAuth Client Id and OAuth Client Secret obtained from Harvest.
2
Click Sign in to connect securely through OAuth. This action opens the Harvest sign-in page in a new tab.
3
Log in to your Harvest account and provide the requested permissions (if applicable).
4
At the top of the Connect AI Add Harvest Connection page, click Save & Test.
- If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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