Migrate from Harvest to Invoice Ninja

Take it out

1. 1

   Step 1

   Export time while the account still opens

   In Harvest, an administrator can use Settings, then Import/Export, then Export all time. Harvest's help says that downloads a CSV of company time, or emails a link when the file is large. Also export the time report or the detailed time report to CSV from Reports. Save the files on a disk you control before you cancel. That export is the rollback.

2. 2

   Step 2

   Export the invoices

   Export all invoices from the same Import/Export screen. Harvest's help says that is a ZIP of PDFs, and Harvest emails you when it is ready. For a spreadsheet, run an invoice report and choose Export invoices to CSV or Export line items to CSV. The help articles name both Invoices, then Report, and Reports, then Invoicing. Use the labels you see in the account.

3. 3

   Step 3

   Keep a small sample aside

   Copy ten time rows and two invoices into a second file. You will import that sample first. Leave the full files untouched.

Put it in

1. 1

   Step 1

   Map Harvest's columns onto Invoice Ninja's fields

   Invoice Ninja's import docs say you upload a CSV and map each column. Task fields include a start date, a start time, an end date, an end time, a duration, a project name, and a client name. Client rows match on email first, then on the exact name. Harvest's headings are different, so rename them on the copy. Import the sample. Stop if the hours or the client names are wrong.

2. 2

   Step 2

   Then bring in the rest

   If the sample matches, import the remaining time rows, then clients and invoice lines you still need inside the app. The PDF ZIP is the readable archive when a line-item mapping is not worth it. Self-host is the free copy this guide aims at. The hosted free plan stops at 5 clients and one user.

What you lose

• What does not come with you

  Card-payment links, timesheet approvals, the activity log, and each person's login stay behind. People need new accounts. A Harvest detailed-time CSV is not a one-click Invoice Ninja file.

• The bill you were paying

  Cancelling stops the Harvest subscription. It does not move a legacy rate, a Flex usage charge, or an Unlimited fee. The $133.98 figure is one customer's reported bill, not a balance Invoice Ninja can collect.