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During initial data import you will be redirected to Harvest application and you will need to authorize flexauthorize flex.bi to import your Harvest account data. It is recommend to create a special admin user, who can generally access all API resources, that can be used to authenticate flex.bi. Further manual as well as regular scheduled data imports will use the same authorized access.
Imported data
flex.bi imports bi imports the following Harvest data (measures) and dimensions:
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If you have projects and invoices in multiple currencies then for reporting total amounts you need to convert them to one currency. flex flex.bi downloads current currency rates from the European Central Bank (from http://www.ecb.europa.eu/stats/eurofxref/eurofxref-daily.xml) and defines calculated measures that convert project or invoice amounts to EUR and USD. If you want to convert all amounts to different currency then define new calculated measures using USD calculated measures as example.
Please take into account that currency conversion is always done using current currency rates and not historical currency rates and therefore totals might not be the same as in your accounting. flex flex.bi reports totals in one currency are meant just to get approximate total amounts that should be good enough for management reporting.
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Harvest allows to select Time Rounding option in company preferences which will affect total hours in reports as well as in invoices. If you would like to round hours using the same method also in flexin flex.bi reports then during Harvest import you need to select the same time rounding option (round to nearest or round up to nearest 6, 15 or 30 minutes).
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If you would like to change time rounding option then before Harvest import go to Analyze tab and click on Empty button for Timesheets cube. It will clear all imported data and force reloading of all data from Harvest.
Link from flexfrom flex.bi reports to Harvest pages
If in flexin flex.bi reports you click on client, project, person or invoice dimension member then in action list you will see Go to source link - when clicking on it new Harvest application page will be opened with corresponding data. It can be very useful to see summary overview in flexin flex.bi and when necessary you can go to detailed Harvest page for selected item.