Link Harvest to kopilot in 6 easy steps.
You must be an admin user to link your Harvest to kopilot.
Linking Harvest to kopilot
- In Harvest, click on Settings (upper right corner).Only administrators can view and change Account Settings.
- Scroll down to Integrations and click on Connect to kopilot. You will be taken to kopilot.
- Once signed in (or up), click on Settings, then Company.
- Click on Harvest icon, then Connect to Harvest.
- You will be redirected back to Harvest for linking validation. This is a pop-up. It happens that Ad-blocker, or other similar tools prevents the pop up from opening.
- Click Validate.
Immediately, data is flying to your kopilot account. Data is also processed and analysed. This operation takes approximately around 1 minute. Then, everything's running.
Easy, isn't it ?