How to link Harvest and kopilot?
kopilot is a powerful add-on to Harvest to generate sales KPI, reports and dashboard. Link your accounts in five easy steps.
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Linking kopilot to Harvest requires you to have the admin privilege on your Harvest account. More information on how to get the admin rights on your Harvest account.
Connect to kopilot.
- Name your company.
- Select your home currency.
- Define your fiscal Year
- Establish the connection.
kopilot requests you to connect to your Harvest account. Click on the "Connect" button to confirm the operation.
kopilot redirects you to the Harvest application. Harvest will ask you to authorize kopilot to import your Harvest account data.
Only Admin User may link Harvest with a third-party platform. Further scheduled data imports will use the same authorized access.
Harvest, in turn, requires your consent to establish a connection to kopilot and send your data to it.
Connection is made.
Immediately, data is flying to your kopilot account. Data is also processed and analyzed. This operation takes a maximum of three minutes. Then, everything's running.
Click on enter the app to access your data.
- More information about the added value in linking kopilot and Harvest.