![]() In contrast with many software you can use for invoicing, Harvest doesn't try to do it all, it just keeps things simple. Creating an offer, turning it into an invoice, setting everything up. It just works and that is why I would recommend it to everyone looking for a simple solution. Drag and drop the table.Ĭlick Save to save the data source with a relevant name.We started using Harvest years ago with my previous company and it was our go-to solution with our new company. Now, the data design view page with selected table schema opens. Select required schema(s) from treeview to use in designer and click Connect. This dialog displays a list of schemas in treeview and its corresponding values in grid for preview. The schema represents the key fields of JSON data retrieved from Harvest Rest API request. For more information on the API endpoints available for this data source, refer to their official API Documentation Sample queriesĬlick Preview & Connect to connect with the configurations set. ![]() If you do not want to sync your new data, choose ‘Never’.įor instance, to get the expense_category details, query the /expense_categories endpoint.įrom the listed information, get the ID of the specific expense_category. This will automatically trigger a call for the API configured in the data source to keep the data up to date. Period of time before next refresh call is triggered. Once Personal Access Token was created, you could see Access Token, Account ID and Account name. Login to Harvest Developer page and create Personal Access Token. How do I get Personal Access Token and Account ID for connecting Harvest data source? or fetch the domain name from the website URL. Copy the web address and replace it in URL instead of. How do I get Domain name for connecting Harvest data source? User-Agent : JohnSmith ( User-Agent : DemoApp ( Refer Authentication for v1 APIs and v2 APIs. A link to your application or email address.Harvest requires to include User-Agent header in each request with below as values: Pass your access token and account ID in the query string as like below.Use Headers for authenticating your account for v2 APIs as like below: Set your Account ID for Harvest-Account-ID in Header. Set your Personal Access Token as value for Authorization in Header. Use Headers for authenticating your account of v2 APIs as like below: V2 APIs - Personal Access Token AuthenticationĪuthenticate your Harvest account in one of the below ways: Set Authentication type as Basic http Authentication.Authentication for Harvest v1 APIs - Basic Authentication (UserName & Password)Īuthenticate your Harvest account like below for v1 APIs: You can also edit the connection information set here using the Edit Connection option. To connect based on the chosen Authentication, refer Supported Authentication Types based on version APIs. Select JSON data type in Data Format combo box.Ĭhoose one of the Authentication Type from the dropdown. Replace your Access Token and Account Id in the headersĬhoose a time interval for Refresh Settings using the combo box, to trigger the Rest API request periodically to keep the data in sync with our dashboard. This value is used to fetch the data from harvest data source via pagination. ![]() In Max Rows, enter the maximum number of rows to be fetched from the harvest data source. Select GET method for the REST API in Method combo box. Refer the Harvest API documentation for more details. Follow the below steps to create Harvest data source.Įnter a name and description (optional) for the data source.Įnter a valid Harvest REST API endpoint in the URL textbox. Once you click the data source, the NEW DATA SOURCE configuration panel opens. NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page. Select the Harvest connection in the connection panel. To configure the Harvest data source, follow the below steps:Ĭlick the Data Sources button in the configuration panel to add a new data connection.Ĭlick CREATE NEW to launch a new connection from the connection panel. Connecting Bold BI to Harvest data sourceīold BI dashboard designer supports connecting Harvest web services through REST API.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |