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:
Once you reach the Automation center, look for the Harvest integration banner and click on it:
Once you click on the Harvest integration banner, you will find the templates that the integration offers:
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:
Then you will be asked to log in to your Harvest account login credentials as shown below:
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.
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.
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.
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