If you're a freelancer, agency owner, or project manager, you know how crucial it is to track time accurately and efficiently. That's where Harvest integrations come in. By connecting Harvest with your favorite tools and apps, you can streamline your workflow, save time, and boost productivity.
Data transfer made easy! Harvest integrations simplify the process of moving data between platforms, eliminating the need for manual entry and reducing the risk of errors. This means you can use project management software, invoicing tools, and communication apps with confidence, knowing that your time tracking and billing are accurate and reliable.
Let's streamline your workflow and project management. Discover the crème de la crème of Harvest integrations that take time tracking to the next level. We're covering the big players like Asana and Trello, as well as a few unexpected players that will surprise and delight.
What Is Harvest and Why Integrate It With Other Tools?
Breathe new life into your workflow with Harvest, the trusted time tracking and invoicing app that's specifically designed for freelancers, agencies, and businesses. Harness its power to clock hours, track projects, and rest easier knowing your time is accurately accounted for.
Synergizing Harvest with other tools unlocks a world of efficiency. By streamlining your workflow, you can conquer your daily tasks and make data-driven decisions.
Benefits of Integrating Harvest
Integrating Harvest with other tools can help streamline workflows, boost productivity, and provide greater visibility into projects and tasks. By connecting Harvest with apps like Slack, Google Calendar, and Asana, teams can automatically log time spent on different tasks, receive notifications, and keep all project data in sync.
Popular Harvest Integrations
In harmony with their workflow, Harvest harmoniously connects with useful apps like Slack, Google Calendar, Asana, Trello, Todoist, Google Drive, and Dropbox, unlocking accurate time tracking, effortless task creation, and seamless data exchange.
How Harvest Integrations Work
When combined with other applications through APIs, Harvest's integrations streamlining the exchange of data between them. You can customize it to create a link between Harvest timers and tasks in Trello, so that each time you move a task to a new stage, the corresponding timer starts automatically, or you can set up Harvest to automatically schedule events in your Google Calendar.
Editor's Note: Are you tired of dealing with complex integrations and API's? Try pairing Harvest with Magical. Magical is a Chrome extension that boost your productivity by eliminating repetitive tasks. Tasks like CRM data entry, messaging, and auto filling forms. Magical also helps you avoid having to use Harvest integrations.
Just download Magical, open Harvest and choose the information you want to move, then open the app where you want to move your information to, open a new file and type "//". Plus Magical integrates with every app on this list and millions more including:
Top 10 Harvest Integrations to Streamline Your Workflow
- Slack - Trigger Slack messages when Harvest timers are started or stopped.
- Google Calendar - Automatically create calendar events when Harvest timers are started.
- Asana - Create Harvest tasks from Asana tasks and sync time tracking data.
- Trello - Track time in Harvest directly from Trello cards.
- Todoist - Automatically create Harvest tasks from Todoist tasks.
- Google Drive - Log Harvest time entries in Google Sheets for reporting.
- Dropbox - Create Dropbox folders when new Harvest projects are started.
- QuickBooks - Sync Harvest invoices and expenses with QuickBooks for accounting.
- Zapier - Connect Harvest with 1000+ apps via Zapier automations.
- IFTTT - Extend Harvest integrations and automations using IFTTT applets.
How to Set Up and Use Harvest Integrations
Now that you know about the best Harvest integrations (that you can pair with Magical), now you need to know how to set up and use the thing. Here's some steps to help you do that:
Step-by-Step Guide to Connecting Harvest with Other Tools
You're just a few clicks away from connecting your Harvest account to your other essential tools and services. Our integration process is simple and totally hassle-free.
- Log in to your Harvest account and navigate to the Integrations page.
- Select the tool you want to integrate with from the list of available integrations.
- Follow the prompts to authorize the connection and configure settings.
- Test the integration to ensure data is syncing properly between the tools.
- Start using the integration to automate workflows and streamline processes.
Detailed guides are available in the Harvest Help Center for each specific integration.
Tips for Optimizing Your Harvest Integration Setup
To get the most out of your Harvest integrations:
- Regularly review and update integration settings to ensure they align with current workflows.
- Take advantage of custom fields and mappings to sync the most relevant data between tools.
- Set up notifications and alerts to stay informed of key project updates and time tracking events.
- Use reporting and analytics features to gain insights into productivity and identify areas for improvement.
Troubleshooting Common Issues with Harvest Integrations
If you're having trouble with Harvest integrations, don't fret. Before calling in the reinforcements, take a closer look at these troubleshooting steps and see if you can pinpoint the issue.
- Check that all integration settings are properly configured in both Harvest and the connected tool.
- Ensure you have the necessary permissions and access rights in each tool.
- Review integration logs for error messages indicating sync failures or authentication issues.
- Reach out to Harvest support for further assistance with persistent integration problems.
Harvest Integration Features and Capabilities
Time Tracking and Invoicing
With Harvest integrations, time tracking just got a whole lot easier. By syncing timers and entries with connected tools, you can streamline your workflow and get accurate reports and invoices in no time. For instance, the QuickBooks integration allows you to automatically generate invoices in QuickBooks based on the time and expenses you've tracked in Harvest.
Project Management
Integrating Harvest with project management tools like Asana and Trello provides a centralized view of project tasks, timelines, and resources. Team members can easily track time against specific tasks, while managers can monitor progress and budget in real-time. Harvest's Forecast integration takes this a step further by enabling resource allocation and scheduling.
Expense Tracking
With Harvest integrations, expenses can be automatically synced from connected tools and associated with relevant projects and clients. For instance, the Expensify integration allows you to import expenses directly into Harvest, streamlining client billing and reimbursement processes.
Client and Contact Management
Harvest integrations with CRM tools like Salesforce and HubSpot enable seamless client and contact management. Client data can be synced between the tools, ensuring that project teams have access to up-to-date contact information. The PandaDoc integration takes this further by enabling you to automatically populate client contracts and invoices with data from Harvest.
Harvest Integrations for Specific Use Cases
Freelancers and Solopreneurs
Miracle Solver Alert. Harvest integrations rid freelancers and solopreneurs of administrative clutter and guarantee accurate billing – the sweet spot of entrepreneurship.
- Stripe and PayPal for online invoice payments.
- Google Calendar and Outlook for scheduling and time blocking.
- Zapier for connecting Harvest with a wide range of productivity apps.
From billable hours to billable rates, our integrations reduce administrative tasks and empower you to work at your highest level.
Small Teams and Agencies
A successful small team or agency relies on effective collaboration and client management. Integrations like [link to potential integration options] simplify these tasks, making it easier to get work done
- Slack for team communication and notifications.
- Asana or Trello for project management and task tracking.
- Dropbox or Google Drive for file sharing and document collaboration.
Now is the time to explore how seamlessly integrating your tools with Harvest can genuinely centralize project data, greatly reducing bureaucracy and saving hours each week
Enterprise-Level Organizations
A well-oiled machine is just what enterprises need to stay ahead. Harvest integrations help companies tame the chaos of resource management, financial reporting, and scalable processes. Investors will be thrilled to see metrics that rise above the competition.
- Salesforce for client relationship management.
- NetSuite or QuickBooks for financial management.
- Tableau or Power BI for data visualization and reporting.
With Harvest data on their side, companies can chart a course for sustainable growth and streamlined operations.
Advanced Harvest Integration Techniques and Best Practices
Automating Complex Workflows
Lucky for us, there are tools that make it possible to streamline complex workflows across multiple tools and departments. By setting up automations, you can create a new project in Trello, assign team members in Asana, and even start a timer in Harvest - all with just a few clicks. Applications like Zapier and Tray.io make it easy to create multi-step automations, taking away the headache of manually updating various tools and tools.
Customizing Harvest Integration Settings
Many Harvest integrations offer customizable settings to tailor the integration to your specific needs. Take advantage of these options to:
- Map custom fields between Harvest and connected tools.
- Set up custom alerts and notifications.
- Configure approval workflows and sync frequency.
- Customize branding and templates for invoices and reports.
Leveraging Zapier for Advanced Integrations
Beyond the scope of simple task automation, Zapier's omnipresent platform lets you integrate Harvest with 1,000 additional apps, fostering a streamlined environment where efficiency and productivity flourish.
- Creating Harvest projects from Typeform submissions.
- Sending Harvest invoices via Gmail when they are marked as sent.
- Logging Harvest time entries in Google Sheets for custom reporting.
- Posting Harvest project updates to Slack channels.
Zapier's intuitive interface and pre-built templates make it easy to set up these integrations without coding.
Ready To Boost Your Harvest Productivity?
Harvest integrations have revolutionized the way we track time and manage projects. By connecting Harvest with our favorite tools and apps, we can create a seamless workflow that saves time, reduces errors, and boosts productivity.
The modern worker's greatest ally is a slicked-up workflow. Harvest's integrations deliver this – marrying time tracking and invoicing into a single, accessible whole. This empowering tool gives you more time to dedicate to what drives your business forward. Especially when you pair Harvest with the free Magical Chrome extension, you save time and become more efficient.
Magical is used by more than 50,000 teams and 700,000 users to save 7 hours a week on average on their repetitive tasks. Try it for yourself or your team today!
