Managing the Harvest + Forecast connection

This article is for Administrators. Learn more about permissions.
If you’re a Regular User, check out our Regular User resources.

To connect your Harvest and Forecast accounts, sign in to your Forecast account, head to your Settings, and click the Connect to Harvest button. You can read more about it in the Forecast Help Center here.

Note: Only Administrators can connect accounts. A single Harvest account can only be connected to a single Forecast account, and vice versa.

Disconnecting Harvest + Forecast

You can disconnect Harvest + Forecast at any time, from either application.

In Harvest:

  1. Click on Settings (upper right corner).

    • Only Administrators can view and change Account Settings.
  2. Scroll down to the Integrations section.

  3. By the Forecast integration, click Disconnect.

Closing just one of the accounts

If your Harvest and Forecast accounts are still connected and you close one of them, the remaining account will no longer benefit from the integration features but won't otherwise be affected. It will remain active, and you and your team will continue to have access to it.

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