This process presumes you have registered for Tugger and have signed in.


Note: Cash users may be better served by referring to the following:  1b. Installing Tugger for CASH (when required);


Please note that although we refer to Harvest in this tutorial, the same steps apply to any target Tug, unless otherwise stated.


After the signup process, navigate to My Tuggers if you do not see the following; My Tuggers will display all available options, until you have added those you require - failing that, select: Tuggers.


Select the Tugger you wish to add, in this case: Harvest - Add This Tug.


At the next screen, you will need to enter information so Tugger knows what to call your Tug, as well as how much data (the date you wish to Tug data from) and how often it will be pulled (Tugged).



Once you are happy with your entries, Authorise Access to Harvest.


NOTE for CASH Users: If you are authorising access to CASH, then the log in process is handled by the Tugger App, so the following steps can be ignored by CASH users; you will still need to Authorise Access, which is displayed in the above image.


If you are not signed into Harvest, you will be required to enter the log indetails.


Note: Admin rights are required on your Harvest account.



If you were already signed in then the above step is bypassed.



After signing in to Harvest as above, you should see an authorisation request, which (to continue) you will need to accept:  Authorise App.


CASH Users may want to look at 1b. Installing Tugger for CASH (when required); note that the instructions include CASH specific actions that this tutorial does not cover.


After authorisation, the Summary page is displayed. Whilst Tugger does its stuff, it might be time to go and grab a coffee.


Note: As the first sync of data can take anything from minutes to hours, depending on the size of your data-set, it is fine if you need to close the tab.



Once the data from your Harvest account has been synced over, the Tug Successful: will show Yes; in addition, the Tug Status will also update. The


Note: You will not be able to continue until this has completed.



You will notice that the time to next sync is 38 minutes, which is dependent on what you selected earlier. If you wish to change how often the syncing occurs, select the Settings highlighted above.


Once the above Tug has completed, you are now able to import the data into Power BI and Tableau.


To continue with setup into 2a. Importing into Power Bi Desktop and Publishing to PBI Online.


Alternatively:


To continue with setup into Tableau, click here.