monday.com logo
monday logo
Learning Resources by monday.com
Help Center
Tutorials and how-to guides for using monday.com
Academy
Interactive courses and webinars that will make you an expert
What’s new
Latest feature releases, improvements, and updates
Video Tutorials
Manage and collaborate on
team projects and tasks from
one place
API Documentation
Technical documentation that gives you the control
Get expert help
Hire a monday.com expert to optimize your workflows
Community
Become part of our community
Community forum
Learn with fellow monday.com enthusiasts
Local facebook communities
Join this community to find monday.com members near you
Global facebook communities
Join one of your most active social communities - the global monday group
Developer community
Share thoughts and questions with like-minded professionals who speak your language
Non Profit community
Give back to the community by working with a NGO or non-profit. Join our exclusive program
Support
Contact sales
Get started
What can we help you with?
  1. Support
  2. Connect & Automate
  3. Integrations
Harvest Integration
    Was this article helpful?

    Harvest Integration

    Screen_Shot_2020-03-11_at_16.11.07.png

     

    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: 
     
    add.png
     
    Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "Harvest":

    integrations.png

     

    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

    inter.png

    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 : 

    1_1.png

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

    2_1.png

    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. 

     Nov-05-2019_14-37-34.gif

     

    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. You can consult and hire their services directly through our professional services online store.

     

     

     

    If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

    Lindsay Mayrose - Quality check

    Comments