Launch Kopilot App

Harvest Integration

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.

Click the image to launch the video

Link Harvest app and kopilot in video

0. Pre-Requisites

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.

1. Log in To Kopilot

Connect to kopilot.

  • Name your company.
  • Select your home currency.
  • Define your fiscal Year
  • Establish the connection.

2. Connect To Harvest

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.

Make sure you have the unique admin user on your Harvest account.

3. Grant Access

Harvest, in turn, requires your consent to establish a connection to kopilot and send your data to it.

Connection is made.

4. Initial Sync

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.

5. Enter kopilot

Click on enter the app to access your data.

Easy, isn't?