In the Enterprise and Elite versions of Sell, you can use the Harvest integration to add new Harvest time tracking projects to the deals you've won.
You need admin rights to set up the Harvest integration in Sell. You also need to have already set up your Harvest account.
To set up the Harvest integration
- Click the Settings icon (), then select Integrations > Integrations.
- Locate the Harvest integration in the list of integrations, then click Enable.
- Enter your Harvest domain, email address, and password, then click Save.
In Sell, when you mark a deal as won, Harvest prompts you to create a new project.
When you save the new project, it is added to your Harvest account where you can begin time tracking the deal to its completion.