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Connect Harvest to Salesforce like Magic

How to Use Magical to Transfer Data from Harvest to Salesforce
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Transfer Data from Harvest to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Harvest to Salesforce in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Harvest to Salesforce, helping you streamline your workflow and optimize your data management processes.

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What Harvest data can you transfer

Magical enables you to transfer a wide array of data from Harvest to Salesforce. Here are some examples of the information you can extract:

Project Name
Client Name
Hours Logged
Invoice Amount
And move more types of information by creating your own custom labels.

How to Transfer data from Harvest to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Harvest to Salesforce for more efficient data management. Follow these steps:

  1. Sign in to your Harvest account and open the project containing the data you want to transfer, such as project name, client name, hours logged, and task description.
  2. In Harvest, label the information you want to transfer with Magical, like Project Name, Client Name, Hours Logged, or Task Description.
  3. Sign in to your Salesforce account and open the record where you want to add the Harvest data.
  4. Type "//" in an empty field and select the information you want to transfer from Harvest such as Project Name, Client Name, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Harvest and Salesforce

Efficient data management is crucial to maintaining smooth operations. Harvest is a powerful time-tracking and project management platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your data management efforts. By leveraging Magical, you can easily move information from Harvest to Salesforce, allowing you to focus on managing your projects and improving your operations.

Other ways to connect Harvest and Salesforce

Using Zapier

Zapier provides a seamless connection between Harvest and Salesforce, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Harvest and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time project insights, fostering improved communication and a superior data management experience. To employ this method, refer to their respective API documentation.

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Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Harvest and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Harvest. Magical is free, easy to use, and it can save you a lot of time and effort.


To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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