Harvest Integration

The Harvest Integration connects Blueprint Studio to your Harvest account for seamless time tracking and billing synchronization. It allows you to import time entries, map projects and clients, and create invoices for billable hours directly in Blueprint Studio.

Tip: This integration ensures all time logged by your team in Harvest automatically appears in the correct Blueprint projects.

---

Connecting to Harvest

1

Connect your Harvest account

• Navigate to Settings → Integrations → Harvest.

• Click Connect to Harvest.

• Sign in with your Harvest credentials.

• Authorize Blueprint Studio to access your account.

• Once authorized, the connection status will show as Active.

Only administrators can establish or remove the Harvest connection. All other users benefit from the data sync automatically.

---

Client & Project Mapping

Blueprint Studio uses a mapping system to ensure that Harvest and Blueprint stay aligned.

When importing data from Harvest, you have three options for each entity:

Entity Type	Options	Description
Client	🔗 Link Existing, ➕ Auto-Create, 🚫 Opt Out	Choose to link to an existing Blueprint client, automatically create one, or skip import.
Project	🔗 Link Existing, ➕ Auto-Create, 🚫 Opt Out	Match Harvest projects to Blueprint projects or create new ones automatically.

Setting up Mappings

1

Open mappings

• Go to Settings → Integrations → Harvest Mappings.

2

Review Harvest entities

• Review the list of Harvest Clients and Projects.

3

Link or create

• Use dropdowns to link them to existing Blueprint records or create new ones.

4

Save

• Click Save Mappings.

Tip: Once mappings are set, future imports use them automatically.

---

Automatic Task Creation

When importing time entries, Blueprint Studio checks for matching task names.

• If a matching Activity exists in Blueprint, it’s linked automatically.

• If not, a new Activity is created in Blueprint with the same name as the Harvest Task.

This ensures your activity list always reflects real-time task usage from Harvest.

Tip: You can later rename or reorganize activities without breaking their link to Harvest tasks.

---

Importing Time Entries

1

Open time entries

• Go to Projects → Select a Project → Time Entries.

2

Start import

• Click Import from Harvest.

3

Choose range & preview

• Select the desired Date Range.

• Preview the list of entries before importing.

4

Import

• Click Import.

After import, time entries are visible in the project’s Time Billing and Time Entries sections.

Tip: You can schedule automatic imports or run them manually as needed.

---

Time Billing Overview

Imported time entries are aggregated into Time Billing views to simplify client invoicing.

• Time Billing View: Displays total billable hours per project or phase.

• Time Entries View: Displays individual time logs with date, user, task, and duration.

Designers can choose to bill at a project rate, task rate, or user rate depending on how rates are configured in Harvest.

Tip: You can override billing rates for individual time entries if necessary before creating invoices.

---

Creating Invoices for Time Entries

1

Open time billing

• Go to Financials → Time Billing.

2

Select projects

• Select one or more projects with billable time.

3

Create invoice

• Click Create Invoice.

4

Review & save

• Review hours, rates, and totals.

• Click Save — the invoice is now ready to send or sync to QuickBooks.

Invoices for time entries behave like standard Blueprint invoices and include all relevant details for client billing.

Tip: Time-based invoices can include summary or detailed line items depending on your layout settings.

---

Overriding Time Entries

If imported time entries need correction, you can override them before billing.

1

Open entries

• Open Projects → Time Entries.

2

Edit entry

• Click the entry to edit.

3

Adjust & save

• Adjust hours, rate, or description.

• Click Save.

Blueprint keeps the original Harvest reference ID, so re-importing won’t duplicate entries.

Overridden entries do not sync back to Harvest — they only affect Blueprint’s internal billing records.

---

Disconnecting Harvest

1

Start disconnect

• Go to Settings → Integrations → Harvest.

2

Disconnect

• Click Disconnect.

3

Confirm

• Confirm the disconnection when prompted.

All imported data remains in Blueprint, but no new syncs will occur until reconnected.

---

Best Practices

• Maintain consistent client and project naming across both systems.

• Use the Link Existing option whenever possible to avoid duplicates.

• Run imports regularly to keep time billing up to date.

• Review the Time Billing page before creating invoices to ensure accuracy.

• Use QuickBooks integration in tandem to push time billing invoices directly into accounting.

---

Next Steps

Once Harvest is connected and time tracking is running smoothly, your team can seamlessly convert logged hours into client invoices and sync them with QuickBooks for accounting — giving you a full end-to-end billing workflow.