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docs(greenhouse): switch IAM guide to Harvest V3 OAuth credentials - #398

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docs(greenhouse): switch IAM guide to Harvest V3 OAuth credentials#398
jerann wants to merge 4 commits into
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int-8685/iam-greenhouse-harvest3-guide

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@jerann

@jerannjerann commented Aug 12, 2026

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Greenhouse is retiring the Harvest v1 and v2 API keys on August 31, 2026, so the IAM guide now walks customers through Harvest V3 OAuth credentials instead of a single API key.

What changed

The old guide sent people to Dev Center to create a Harvest API key, pick the Custom partner type, and enable the User Roles and Users permissions. None of that applies on Harvest V3. The new flow is:

  • Create Harvest V3 (OAuth) credentials in Dev Center and copy the Client ID and Client Secret, which Greenhouse shows only once.
  • Enable harvest:users:list and harvest:user_roles:list under Manage Scopes, covering the Users and Roles resources listed in Available data.
  • Optionally supply a User ID so calls are made on behalf of a specific Greenhouse user. Left blank, the connection uses the service account attached to the credentials.

Every step, field label, and menu name matches the greenhouse connector's own config guide and configFields in greenhouseharvest3.connector.s1.yaml, so the Hub form and this page say the same thing.

The connect section is written to cover both a first connection and a reconnection, since the fields are identical either way.

Also in this PR

  • API Reference card now points at harvestdocs.greenhouse.io/docs/authentication. The old developers.greenhouse.io/harvest.html link documents the retiring API.
  • Screenshots converted from bare markdown images to the <img className='rounded-md' ...> form used by the rest of the guides.
  • Admin prerequisite in the top warning now names the "Can manage ALL organization's API Credentials" permission.

Before you merge

  • Steps 2 to 4 and the connect form have no screenshots. The old ones show the v1/v2 API key flow and would be wrong, so I dropped them rather than leave stale images. Happy to add fresh captures if someone has portal access.
  • images/greenhouse/image6.png and image7.png are now unreferenced. Left in place in case anything outside this repo links to them.
  • The ATS Greenhouse guide still documents the v1/v2 API key flow. Out of scope here, worth a follow-up before the August 31 cutoff.

Testing

mintlify broken-links passes with no broken links. All three external links in the page return 200.

…and reconnection
Greenhouse is retiring Harvest v1/v2 API keys, so the connection guide now
walks through creating Harvest V3 OAuth credentials (Client ID/Secret),
configuring scopes, and reconnecting an existing account instead of
recreating it. Drops screenshots that show the old single-API-key flow
(image2, image3, image6, image7); keeps the two that are still accurate
(image1 nav path, the user-ID-in-URL screenshot). New Dev Center and
Hub-reconnect screenshots are a follow-up capture, not included here.
Renames the Dev Center menu item to API Credential Management, adds the
Configure > Users path and Export to Excel tip for finding a User ID,
adds the harvest:user_roles:list scope needed for the Roles resource,
folds the scope step into the Steps block, and bolds UI labels in line
with the other connection guides.
CopilotAI lite review requested due to automatic review settings August 12, 2026 20:19
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Pull request overview

Updates the Greenhouse IAM connection guide to reflect Greenhouse’s migration away from Harvest v1/v2 API keys by documenting the Harvest V3 OAuth (Client ID/Client Secret) credential flow, and adds clear reconnection instructions for existing StackOne accounts.

Changes:

  • Replaces the Harvest API key instructions with steps for creating Harvest V3 (OAuth) credentials and enabling the required scopes.
  • Adds guidance for optionally providing a Greenhouse User ID, including constraints around Site Admin permissions.
  • Adds a dedicated “Reconnect your existing account” section and updates the API reference link to the Harvest docs authentication page.

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Comment threadconnection-guides/iam/greenhouse.mdx Outdated
Comment on lines +11 to +13
Greenhouse is retiring the Harvest v1 and v2 API keys. The StackOne integration now connects using Harvest V3 OAuth credentials, a Client ID and Client Secret you generate in the Greenhouse Dev Center, instead of a single API key.

## Generating Harvest API Key
If you already have a Greenhouse account connected to StackOne, you don't need to disconnect and set up a new one. Reconnect that same account with your new Harvest V3 credentials. Your account ID and everything you've already configured stay exactly as they are, and your existing syncs keep running once you've reconnected.
…ction section
Adds the August 31, 2026 retirement date for Harvest v1 and v2 keys,
renames the navigation icon to Settings, and removes the reconnection
guidance in favour of one connect section that covers both cases.
@jerannjerann changed the title docs(greenhouse): switch IAM guide to Harvest V3 OAuth and add reconnection stepsdocs(greenhouse): switch IAM guide to Harvest V3 OAuth credentialsAug 12, 2026
jerann pushed a commit that referenced this pull request Aug 12, 2026
)
Exact-copy (single commit) of #398.
Co-authored-by: Claude <noreply@anthropic.com>
@jerannjerann closed this Aug 12, 2026
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@jerann