Skip to content

Latest commit

 

History

History
140 lines (104 loc) · 4.84 KB

README.md

File metadata and controls

140 lines (104 loc) · 4.84 KB

harvest-sync

Syncs timesheets between two Harvest accounts.

General

Syncs are only done one way: from the source to the destination. Timesheets will never be copied from the destination to the source.

Syncs are performed by providing a Client / Project / Task on the source account, and a corresponding Client / Project / Task on the destination account. If any Client / Project / Task timesheets are found on the source that are not found in the corresponding Client / Project / Task on the destination, then those timesheets will be sent to the destination.

When the timesheets are copied to the destination, they will have the destination Client / Project / Task. However, the hours, notes, and date will be the same as on the source.

So, for example:

Source Destination
Client Source Client Name Dest Client Name
Project Source Project Name Dest Project Name
Task Source Task Name Dest Task Name
Date 2015-10-18 2015-10-18
Hours 3:15 3:15
Notes A simple note. A simple note.

Install

$ npm install -g harvest-sync

Usage

  1. Create a config file (see "Config" section).

  2. Run the harvest-sync command:

$ harvest-sync path/to/config-file.json

NOTE: harvest-sync will show you what it plans to do and ask you to confirm before actually doing anything, so you can run it without making any changes to your Harvest time-sheets.

Listing Clients, Project, and Tasks

There's a sub-command that allows you to list details about a Harvest account. Just provide the config .json file as normal, and also pass the --list parameter. This parameter is of the form: (source|dest).(clients|projects|tasks).

For example:

$ harvest-sync --list dest.clients path/to/config-file.json
$ harvest-sync --list source.tasks path/to/config-file.json

Generate a Config File

There's a sub-command that allows you to generate a config file by answering some questions:

$ harvest-sync config

Config

Configuration is done using a .json file that is passed to the harvest-sync command. This allows you to perform different syncs, using different .config files.

Parameters

  • source (object) Credentials for the source account.
    • subdomain (string) Your account' subdomain. Don't include the https:// portion, nor a trailing /.
    • email (string) The email address used to log into your account.
    • password (string) The password used to log into your account.
  • dest (object) Credentials for the destination account.
    • subdomain (string)
    • email (string)
    • password (string)
  • start (string) The date to start searching your Harvest account. This is here because the program doesn't know how far back to look for times. The further back this date, the longer the command will take (since it will have to compare timesheets for more days).
  • sync (object) You can define multiple syncs values. Each item in this object is a key/value pair. They are all in the format: "Client Name / Project Name / Task Name". If any of those names includes a "/", you can escape it as "//". So, for example: "Client // Name / Project Name / Task Name".
    • key Each key is the source client, project, and task
    • value Each value is the destination client, project, and task that corresponds to those of the source.

Example

{
  "source": {
    "subdomain": "mysubdomain",
    "email": "me@example.com",
    "password": "asdf"
  },
  "dest": {
    "subdomain": "anothersubdomain",
    "email": "company@example.com",
    "password": "qwer"
  },
  "start": "2015-09-01",
  "sync": {
    "Source Client Name 1 / Source Project Name 1 / Source Task Name 1": "Dest Client Name 1 / Dest Project Name 1 / Dest Task Name 1",
    "Source Client Name 2 / Source Project Name 2 / Source Task Name 2": "Dest Client Name 2 / Dest Project Name 2 / Dest Task Name 2"
  }
}

NOTE: Do not include the '.harvestapp.com' portion of the subdomain.

This would do the following, for each sync defined:

  1. Find all timesheets on the source with Source Client Name 1 / Source Project Name 1 / Source Task Name 1

  2. Compare them to all timesheets on the destination with Dest Client Name 1 / Dest Project Name 1 / Dest Task Name 1

  3. Timesheets will be considered equal if they have corresponding client, project, and task values, and their dates and hours are the same.

  4. If any are found on the source account, but not on the destination, they will be copied from the source to the destination, under Dest Client Name 1 / Dest Project Name 1 / Dest Task Name 1, but with the same date, hours, and notes.

License

MIT © Cully Larson