Expensify-Harvest

Upload Expensify.com's CSV Exports to Harvest

##Purpose: Expensify has a nice interface for managing receipts, auto-pulls from various banks, and can create eReciepts for some expenses under $75. Hugly useful. It does not, however, have any integrations with Harvest ( at least at the time of this writing ).

Status: POC

##Expensify Method:

Usage

• Manage expenses with Expensify as the system of record for your expenses.
• Add "Tags" to expenses that reference Harvest project IDs (i.e. "Acme Client - 1234567")
• Add a custom CSV Export format that include Expensify's ID
• Upload pdf/image attachments to Expensify as the system of record

Import to Harvest

• Export expenses to CSV
• Run expensify.rb ./<location_of_csv>
• Profit

##Install

]$ brew install ruby (maybe optional)
]$ gem install bundler
]$ sudo xcode-select --install
]$ brew install phantomjs
]$ bundler

##Configure

harvest_cfg.json

• an example harvest_cfg.json (harvest_csv.json.example) is in the repo, fill it out with your info.

Scripts

expensify.rb <csv_file>

• Imports CSV file from Expensify to Harvest

list_categories.rb

• Lists available categories for your convenience

list_projects.rb

• Lists available projects for your convenience

delete_expense.rb

• Deletes expenses in local transaction record, and Harvest, in case a change/update needs to be made to an Expensify expense.

##CSV Only Method

Scripts

expensify.rb

• Gets/Puts/Deletes expenses from/to Harvest using CSV files.
• NOTE: Doesn't currently upload/attach receipts.

Method (example use)

• Use ./harvest.rb --get --file this_week_expenses.csv to download expenses
• Modify csv file in excel ( save as MS-DOS csv )
• Use ./harvest.rb --put --file this_week_expenses-fixed.csv to update expenses

Uploading new expenses

• Use ./harvest.rb --put --file new_expenses.csv to upload new expenses

Downloading Expenses to CSV

• harvest.rb uses --after and --before as date ranges if defined.
• With a --date option, harvest.rb selects the expenses from the week that date is in. It uses the last monday as --after, and the next sunday as --before, from the perspective of the specified date.
• With no options specified, harvest.rb uses "now" as --date

Updating Expenses

• Use ./harvest.rb --put --file updates_for_harvest.csv to update expenses.

Deleteing expenses

• Use ./harvest.rb --delete --file csv_with_ids.csv to delete.

harvest.rb Usage

Usage: ./harvest.rb get|put|delete [options] --file <csv file>
    -g, --get            Get expenses from Harvest, by week (of given date), or date range (with after/before)
    -p, --put            Put expenses to Harvest from CSV File
    -x, --delete         Delete expenses from Harvest using CSV File
    -u, --user           Harvest Username
    -w, --password       Harvest Password
    -s, --subdomain      Harvest Subdomain
    -f, --file           CSV file to use (required)
    -c, --config         Config File (default: ./harvest_cfg.json)
    -d, --date           Get expenses from the week of this day (default: today)
    -a, --after          Get expenses after this day
    -b, --before         Get expenses before this day
    -h, --help           Display this help message.