Focus: The focus of this document is to provide steps and information for the Harvest Integration with PandaDoc.
What does this Integration do? This integration will allow you to import your contacts from Harvest to your PandaDoc account in order to send out documents. This will also continue to import contacts from Harvest to PandaDoc, every eight hours.
Please note: This integration will sync 4 “four” fields from Harvest to PandaDoc: First Name, Last Name, Email address and Company.
Step 1: Go to Settings > Integrations, Find Harvest and click on the icon.
Step 2: Confirm the connection setup, by clicking on the “Connect Harvest” button.
Step 3: Login into your Harvest account.
Click on “Sign in to a different account”
Step 4: Click on the “Approve” button to confirm the connection.
Step 5: You will be presented with a notification screen that the import has been started. Once this is done, you contacts will show up under “Contacts” on the left. You will also notice that any contacts that came through this integration will also be notated in the contact record, with a “Harvest” link. You can also click on the Harvest link to take you into Harvest for this contact.
Step 6: Disconnecting the integration. If you ever need to disconnect the Integration; Go to Settings > Integrations > Find Harvest and click on the “Disconnect” button.