Harvest Integration

This guide explains how to set up and use the Harvest integration with Recommand's Peppol e-invoicing platform. The integration automatically sends your Harvest invoices via Peppol to your customers.

Overview

The Harvest integration connects your Harvest invoicing system with Recommand's Peppol platform, allowing you to automatically send invoices created in Harvest to your customers via the Peppol network. This eliminates the need for manual invoice processing and ensures compliance with Peppol standards.

Prerequisites

Before setting up the integration, ensure you have:

• A Recommand account on a paid plan
• A registered company in your Recommand account
• A Harvest account with invoicing enabled

Harvest Setup & Configuration

Before configuring the integration in Recommand, you need to set up your Harvest account and configure your invoices and clients.

1. Harvest Personal Access Token & Account ID

You need a Harvest Personal Access Token and your Account ID to connect the integration.

1. Go to https://id.getharvest.com/developers
2. Click "Create New Personal Access Token", give it a name and click "Create personal access token"
3. Copy your Token and Account ID — you'll need both for the integration setup

2. Configure Invoice Settings

Set an IBAN number in the notes of your invoices. You can configure a default note that will appear on all invoices:

1. Go to your Harvest invoice configuration page: Invoices > Configure > Default values
2. Add your IBAN number in the default invoice notes

This IBAN will be included in the Peppol invoice for payment processing.

3. Configure Your Clients

For each client you want to send Peppol invoices to, add their VAT number or Peppol address in the address field. You can manage clients by navigating to Manage > Clients.

• VAT Number: Only Belgian (BE) VAT numbers are supported.
• Peppol Identifier: For other countries or if preferred, add their Peppol identifier instead.

Clients for which no VAT number or Peppol address is set will not be sent via Peppol.

Example client configuration:

4. Add Client Contacts (For Email Fallback)

To use the email fallback feature (sending invoices via email when Peppol delivery fails), add a contact to your client in Harvest.

Recommand Setup

Once you've configured your Harvest account, you can set up the integration in Recommand.

Adding the Integration

1. Log in to your Recommand dashboard
2. Navigate to your company settings
3. Go to the Integrations section
4. Click Add Integration and select Harvest

Configuring Authentication

The Harvest integration uses Bearer token authentication:

1. Enter your Personal Access Token from Harvest in the authentication field
2. The token will be used to authenticate API requests to Harvest

Configuration Fields

Configure the following fields for the integration:

Account ID (Required)

Your Harvest Account ID. This is the same Account ID you copied when creating your Personal Access Token.

Email Fallback (Optional)

Controls whether invoices should be sent via email when Peppol delivery fails.

• Default: true
• When true: If an invoice was not sent via email in Harvest (only marked as sent), the integration will add an email fallback to send the invoice via email to all client contacts when Peppol delivery fails
• When false: No email fallback is added

How It Works

The Harvest integration works as follows:

1. Periodic Sync: The integration periodically checks Harvest for new invoices that have been marked as sent
2. Invoice Processing: When a new invoice is found, the integration:
   • Retrieves the invoice details from Harvest
   • Extracts client information and identifiers (VAT number or Peppol ID)
   • Converts the invoice to a Peppol-compliant format (Peppol BIS Billing 3.0)
   • Sends the invoice via the Peppol network
3. Email Fallback: If Peppol delivery fails and email fallback is enabled, the invoice is sent via email to all client contacts
4. Status Updates: The integration tracks the status of each invoice transmission

Configuration Reference

Line Items Mapping

The integration maps Harvest line items to Peppol unit codes as follows:

• Items with the kind "Service" are mapped to Hours (HUR)
• All other items are mapped to Units (C62)

Tax Categories

Tax rates in Harvest are mapped to Peppol tax categories:

Configuration Fields

Troubleshooting

Integration Not Syncing

If the integration is not syncing invoices:

1. Check Authentication: Verify that your Personal Access Token is valid and has not expired
2. Verify Account ID: Ensure the Account ID matches the one associated with your Personal Access Token
3. Check Invoice Status: The integration only processes invoices that have been marked as "sent" in Harvest
4. Review Integration Logs: Check the integration task logs in the Recommand dashboard for error messages

Invoices Not Being Sent

If invoices are not being sent via Peppol:

1. Client Configuration: Verify that clients have either a Belgian VAT number or a Peppol identifier in their address field
2. Recipient Verification: Ensure the recipient is registered in the Peppol network
3. Check Integration Status: Verify the integration is active and running

Email Fallback Issues

If email fallback is not working:

1. Client Contacts: Ensure clients have contacts with First Name, Last Name, and Email fields set
2. Email Fallback Setting: Verify that emailFallback is set to true in the integration configuration
3. Invoice Status: The invoice must not have been sent via email in Harvest (only marked as sent)

Next Steps