Managing Clients

Add, edit, and archive clients and clients contacts from Manage > Clients.

Adding a Client

1. Go to Manage > Clients.
2. Click Create Client.
3. Enter the client name, and address and currency if you like, and click Save.

The address and currency are optional. The address will appear on your invoices, and your invoices will automatically bill in the selected currency.

Adding a Client Contact

Once you’ve added clients, you can add client contacts. No email is sent when adding a contact. The email address is captured for your own reference and for the convenience of sending invoices to the client directly from Harvest. To add a client contact:

1. Go to Manage > Clients.
2. Click Add Contact next to a client’s name, or the Add Contact button next to Create Client.
3. Fill out the form, and click Save.

Importing Clients and Client Contacts

You can import clients and contacts from a CSV as long as the file is formatted correctly. To get client and contact data into a CSV, organize your data into a spreadsheet (using Excel, Numbers, Google Spreadsheet, etc.), and export it as a CSV file.

Importing Clients

Organize the spreadsheet with the following 2 columns (in the same order):

• Client Name
• Address

You can also download a sample CSV file (right-click link).

Importing Client Contacts

Organize the spreadsheet with the following 8 columns (in the same order):

• Client
• First Name
• Last Name
• Title
• Email
• Office Phone
• Mobile Phone
• Fax

Here’s a sample CSV file (right-click link).

Editing, Archiving, and Deleting Clients

Editing

You can edit clients under Manage > Clients by clicking Edit next to their name.

Archiving

You can archive clients if they have no active projects in Harvest. To archive a client:

1. Go to Manage > Clients and click Edit next to the client name.
2. In their profile, you’ll see a link to archive that client.

Manage archived clients by going to Manage > Clients and clicking Manage Archived Clients.

Deleting

You can delete clients if you delete all projects associated with them (which requires deleting all time and expense entries). To delete a client:

1. Go to Manage > Clients and click Edit next to the client name.
2. In their profile, you will see a link to delete that client. You can not retrieve this information once it is deleted.