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Harvest Integration

Harvest allows users to track time and expenses, keep a pulse on managing a team's time, track expenses, and build time-based reports.  It takes the manual aspect out of tracking time and helps managers keep a pulse on the status of projects and ultimately get paid by sharing invoices for billable time directly with clients.

You can now integrate all of your data tracked in Harvest with your monday.com account to trigger actions between the two platforms and combine the management of projects with the capabilities of Harvest so you're sure you're not missing any details.

 

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below: 
 
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Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "Harvest":

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Step 2

Once you click on the Harvest integration banner, you will find the two recipes the integration offers: 

  • When a time entry is created, create an item
  • When an item is created, create a project for client

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Select the automation you wish to create. 

 

Step 3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your Harvest account : 

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Then you will be asked to log in to your Harvest account login credentials as shown below : 

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Now that you're connected to your Harvest account, you can set up the recipes to get started working with both accounts.  

 

Step 4

Once you've chosen one of the two recipes and connected the accounts, you will get to the integration window. This is where you will be able to set up your automation and choose the relevant field directly from your Harvest account. 

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Once that's set up, you can start tracking updates in monday.com directly on Harvest in order to view the information in both places and better track your time based on the items added to your monday.com boards.

 

Note: This integration does not currently function as two-way sync.  Therefore, items will appear on Harvest as they were created on monday.com, and any subsequent changes would need to be manually adjusted within Harvest.

 

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly! 

 

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at [email protected]