Some Projects in Harvest are not syncing

Some Projects in Harvest are not syncing

Some Projects in Harvest are not automatically syncing

Problem

Some projects sync to Salesforce, but not all projects.
 

Solution

1. Make sure the Project Code External Id field in Salesforce has a unique match in Harvest. The code has to be unique in BOTH salesforce.com and in Harvest. It IS possible in Harvest to have duplicate Project Codes. While it will warn you, it will allow it. If you have a duplicate in Harvest, Salesforce won't know which is correct and will pick one and may pick one with no time or the wrong one.

2. Projects in Salesforce that are marked as completed (by virtue of having a value in the "Date Completed" field on the Project record) will not automatically sync. If the "Date Completed" field is populated, the Project will not automatically sync, but you can manually sync them by clicking the "Sync Harvest Time Entries". To resume the automated sync for the Project, remove any date value in the "Date Completed" field.


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