Cobalt offers both Key Based and OAuth 2.0 integration for Harvest. In this guide, we will look at the OAuth App setup process. To setup your Harvest app in Cobalt for OAuth, you will need the following credentials from your Harvest Developer account:
  • Client ID
  • Client Secret

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Pre-requisites

  1. Harvest Developer account. You can create one here.
If you haven’t already created an app in Harvest, you’d need to create one.

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Creating an app in Harvest

To create a Harvest app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your Harvest Developer account.
  2. Click on the Developers icon in the top nav bar and click on Create new OAuth2 application button under OAuth2 Applications section.
Navigation for App setup
  1. Go to your Apps catalog in Cobalt > Search for Harvest > Settings > Use your credentials > Callback Url > Copy it.
  2. Provide an app Name > Paste the Callback Url under Redirect URL > Choose Access as I can work with multiple accounts > Click on Create Application.
  3. Copy the Client ID and Client Secret from the Parameters section.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Harvest actions and triggers. Following are the set of Harvest actions and triggers supported by Cobalt.