Integrations

Switch from Harvest to Millstone

Bring everything across.

What comes across

From Harvest's own export, matched to Millstone's records.

Companies

  • Name
  • Address

People

  • First name
  • Last name
  • Email
  • Phone
  • Company
  • Job title

Projects

  • Name
  • Client
  • Notes

Getting it out of Harvest

Companies

  1. 1In Harvest, go to Manage, then Clients.
  2. 2Click Export, then choose CSV.

People

  1. 1In Harvest, go to Manage, then Clients.
  2. 2Click Export, then choose Client contacts as CSV.

Projects

  1. 1In Harvest, go to Projects.
  2. 2Choose Active or Archived at the top (export each if you want both).
  3. 3Click Export, then choose CSV.

Then import the file in Millstone. It recognises a Harvest export and shows you every row before anything goes in.

What stays behind

Harvest's own lists rarely match a studio's, so they are left out unless yours do.

  • Budgets, hours and dates stay behind: a project's fee and dates come from its stages here.
  • Currency
  • Client Currency
  • Fax
  • Budget
  • Budget By
  • Start Date
  • End Date
  • Is Billable
  • Bill By

Or let your assistant move it

With Claude or ChatGPT connected over MCP.

“I am moving my studio from Harvest. Walk me through bringing it into Millstone.”

It asks what you use, tells you how to export it, then stages, maps and previews the file. Nothing goes in until you say yes. Importing needs a Full access key.

Connect an assistant

More integrations

Lighten the load

Early access opens a few studios at a time, each onboarded personally. Put yours forward and put some of the weight down.