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  3. Integrations
Harvest Integration

    Harvest Integration

    5 min read
    Feature

     

    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.

    Adding the Harvest integration

    To add the Harvest integration, go to the board you want to create the integration for and click on the Integrate button located on the upper right of your screen as below: Group 64 - 2024-11-07T180144.526.png

     

    Once you reach the Automation center, look for the Harvest integration banner and click on it: Group 64 - 2024-11-07T182449.116.png

    Once you click on the Harvest integration banner, you will find the templates that the integration offers: Screenshot 2024-11-07 at 18.25.28 1.png

     

    Once you click on the template you want to use, you will be asked to enter connect your monday.com account with your Harvest account:Screenshot 2024-11-07 at 18.26.30 1.png 

    Then you will be asked to log in to your Harvest account login credentials as shown below:Screenshot 2024-11-07 at 18.27.17 1.png 

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

     

    Once you've chosen one of the templates 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. Screenshot 2024-11-07 at 18.28.30 1.png

     

    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

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