Before You Import From Harvest

A few minutes of setup saves a lot of fixing later. Do these before you open the import wizard.

1. Set Your Currency and Regional Formats

The wizard reads dates and amounts using your workspace’s formats. Set them first in Settings › Workspace Details › Currency and Regional Formats. See Currency and Regional Formats.

2. Add Your Team Members (Team Plans)

The wizard matches the people in your Harvest files to people in your workspace. Anyone who isn’t in hrglass yet can’t be matched, so their hours and expenses go to the workspace owner.

Invite everyone first and wait for them to join. See Inviting Team Members.

3. Set Billing Rates (Team Plans)

Imported hours carry each person’s hourly value. Check everyone’s rate in Settings › Billing Rates before you start.

4. Export Your Files From Harvest

Export fresh CSV files from Harvest for each part you want to bring over. For reports, set the date range to cover all your history.

File	Needed for	Where to find it in Harvest
Clients	Always	Manage › Clients, then Export
Contacts	Always	Manage › Clients › Contacts, then Export
Projects	Projects & tasks	Projects › Export, or run the Projects report and export it
Time report	Projects & tasks, Time entries	Reports › Time › Detailed, then export as CSV
Expenses	Expenses	Reports › Expenses › Detailed, then export as CSV
Invoices	Invoices	Reports › Invoicing › Invoiced, then Export › CSV
Invoice line items	Invoices (optional)	Reports › Invoicing, then Export › Invoice line items (CSV)

File Size Limits

Each CSV can be up to 15 MB, and there’s a limit on how many rows one file can have. If a file is too big, hrglass tells you. Export it again from Harvest with a shorter date range so it fits.

Ready?

Head to Running the Import.