Migrate from Harvest
Migrate from Harvest to Verbial
Move clients, projects, tasks and every time entry from Harvest into Verbial, with people matched by email and history intact.
Verbial connects to Harvest with your account id and token and imports clients, projects, tasks and time entries, or reads Harvest's CSV exports. Entries keep their dates, notes and billable flags, people match your team by email, and the dry run shows counts per entity before anything is written.
What comes across
From Harvest
- Clients and projects with budgets
- Tasks with billable flags
- Every time entry with date, duration, notes and person
- Rates where Harvest had them
How it works
Six steps, one afternoon
- 1Run the CRM import first if you have one, so clients already exist.
- 2Open Settings → Migrate, pick the tool, paste an API key or upload the export.
- 3Map clients, projects, tasks and entries; people match your team by email.
- 4Dry run: see exactly how many entries land, and which rows need attention.
- 5Import. Historical entries keep their dates, so utilisation and profitability history is intact.
- 6Point the team at Verbial's timer on Monday; the old tool stays read-only.
Frequently asked questions
- Can I keep syncing from Harvest during the transition?
- Yes. Verbial also has a live Harvest sync for agencies that move gradually; the migration hub is for the one-time move.
Leave Harvest without leaving your history.
Dry run first. Roll back with one click. Keep the old tool read-only for a cycle.