Connections Overview

• Introduction
• Connection Types
  • Harvest
  • Forecast
  • MySql
  • Postgres
  • Local Drive
  • SFTP Drive

Introduction

Foreflow allows users to configure connections to other databases and services. An internal foreflow database connection is already configured and available for use.

Connection Types

All connection types allow you to specify a Name and a Description for the connection.

Harvest

Note: To connect to a Harvest account, you'll need to set up a Personal Access Token in your Harvest account. Visit the Harvest Developer Tools page to set one up.

This Personal Access Token will need to be created by a user with Administrative privileges on your Harvest account.

Once creating the connection, a few Tasks and Tables are created automatically.

The following Tables are created for the Harvest connection:

• Client Contacts — author_harvest_client_contacts
• Clients — author_harvest_clients
• Projects — author_harvest_projects
• Tasks — author_harvest_tasks
• Time Entries — author_harvest_time_entries
• Users — author_harvest_users

The following Tasks are created for the Harvest connection:

• Load Harvest Client Contacts
• Load Harvest Clients
• Load Harvest Projects
• Load Harvest Tasks
• Load Harvest Time Entries
• Load Harvest Users

Forecast

Note: To connect to a Forecast account, you'll need to set up a Personal Access Token in your Forecast account. Visit the Harvest Developer Tools page to set one up. Be sure to select your Forecast account when copying the Access Token and Account ID.

This Personal Access Token will need to be created by a user with Administrative privileges on your Forecast account.

Once creating the connection, a few Tasks and Tables are created automatically.

The following Tables are created for the Harvest connection:

• Assignments — author_forecast_assignments
• Clients — author_forecast_clients
• People — author_forecast_people
• Projects — author_forecast_projects

The following Tasks are created for the Harvest connection:

• Load Forecast Assignments
• Load Forecast Clients
• Load Forecast People
• Load Forecast Projects

MySql

Creating a MySql connection requires entering the following fields:

• Host — The IP Address of the server you want to connect to
• Port — The port to use for the connection
• Database — The name of the database to connect to
• Username — The username to use for the connection
• Password — The password to use for the connection

Postgres

Creating a Postgres connection requires entering the following fields:

• Host — The IP Address of the server you want to connect to
• Port — The port to use for the connection
• Database — The name of the database to connect to
• Username — The username to use for the connection
• Password — The password to use for the connection

Local Drive

Creating a local connection requires entering the following fields:

• Directory — The path on the foreflow server

SFTP Drive

Creating a SFTP connection requires entering the following fields:

• Host — The IP Address of the server you want to connect to
• Username — The username to use for the connection
• Password — The password to use for the connection
• Port — The port to use for the connection
• Directory — The path on the foreflow server