What are the must-have Harvest Integrations for 2020? Harvest is a powerful and popular time tracking platform. These days though, powerful isn’t enough. Businesses need their software to be able to integrate nicely with other tools. These Harvest integrations reduce the need for manual data entry and help feed the big data requirements of today’s highly-capable machine learning algorithms. Thankfully, Harvest integrates nicely with quite a few popular software packages. In this post, we’ll talk about some of the most beneficial Harvest integrations that digital/creative agencies can add to their time-tracking stack to improve operations and efficiency. We’ve broken our list into six categories and arranged everything in neutral alphabetical order.
Harvest Analytics and Reporting Integrations
Most of the software you use gathers tons of useful data that can provide you with actionable insights. It can be used to automate processes and help you make decisions. Time tracking is certainly a wealth of important data that can be used for that purpose, which is why several analytics and reporting products have built integrations for Harvest.
eazyBI is a business intelligence solution that integrates into almost any software your company may be using, including Harvest. Once integrated, it will become a centralized location for powerful and customizable business reporting dashboards. The software includes many calculations out of the box, but also comes with a complete MDX scripting interface so you can define your own complex calculations for adding to your dashboards.
After combining data from all its integrations, Kopilot acts as your own personal CFO. It will provide you with functionality such as sales monitoring and forecasting, cash management for tracking both outgoing and incoming invoices and payment, as well as automated reporting on a wealth of data points that will help keep your business running smoothly.
Not every software product has integrations that allow it to communicate with every other software product. Stitch aims to be a solution to that dilemma. By connecting to a large variety of data sources and pulling information from them, and then connecting to an equally impressive number of destinations and sending data to them, Stitch acts as a universal plugin that will allow you to make connections between Harvest and other applications in your stack even if those applications don’t have a Harvest integration of their own.
Harvest Accounting and Invoicing Integrations
One of the key purposes for time tracking is to aid in accounting or invoicing. It makes sense, then, that you would want to integrate Harvest with the tools that you use for those purposes. Harvest integrates nicely with a number of popular programs. Here are our top picks for 2020!
4. Harvest QuickBooks Online Integration
QuickBooks has been an accounting staple since the 1980s, long before the cloud could connect disparate software projects together. The technology was brought into the modern era with QuickBooks Online, a cloud based version of the tried and true accounting program. The online version has integrations with a wide range of software that will aid in keeping track of your company’s accounting, including Harvest. With Harvest integration, you’ll be able to automatically transfer invoices over to QuickBooks when they are sent to clients from Harvest. QuickBooks will also be updated when the client pays the invoice.
5. Harvest Stripe Integration
Along with PayPal, Stripe is a very popular online payment processor. When integrated with Harvest, you’ll be able to send your clients’ invoices from Harvest through Stripe, so they can pay you quickly and conveniently. Harvest will then automatically mark the invoice as paid to save you further time. You can even set up recurring payments this way.
6. Harvest Xero Integration
This is a cloud-based accounting platform similar to QuickBooks Online (which also integrates with Harvest) that will allow you to automate business tasks and manage your finances from anywhere in the world. When integrated with Harvest, you’ll be able to automatically send invoices to Xero at the same time they are sent out through PayPal, Stripe, or any other means. When Harvest gets the notification that those invoices have been paid, it’ll pass that information on to Xero as well.
Harvest Contracts and Proposals Integrations
An inevitable part of doing business, especially in the digital/creative world, is creating and sending proposals. It makes sense for this to be something that can integrate will with a tool like Harvest, and there are a number of tools that will allow you to do that. Here, we’ll discuss two tools that are invaluable for accurately estimating projects and then turning that estimate into a beautiful proposal that will wow your clients.
7. Harvest Parakeeto Integration
Preparing estimates isn’t always an exact science, and getting it wrong can cost you a lot of money. Parakeeto is designed to solve that problem. One of the newest integrations to land in Harvest’s directory – It gives your Harvest data superpowers by pulling in information about your past projects, and using it to automatically generate accurate budgets for new projects (even if the scope and budgets are completely different!) When you’re done creating your estimates, you can easily share them with colleagues or clients for feedback — even if they don’t have a Parakeeto or a Harvest account.
8. Harvest Proposify Integration
When it is time to create the proposal, you’ll want to use specialized software like Proposify to create the most compelling proposals possible. Of course, being able to track the life cycle of that proposal in Harvest would also be beneficial, which is why Proposify has fully featured Harvest integration. When combining the two, you’ll be able to create a Harvest project based on your proposal right from within Proposify. The integration will generate a Harvest invoice from your proposal after the client accepts it.
Harvest Productivity Integrations
Software integration is all about reducing manual labor and increasing productivity. It should come as no surprise then that there are a good deal of productivity related applications that have integration with Harvest. These applications have a wide-ranging set of goals and features, but they are all designed to make it easier for you to get your work done.
9. Harvest Formstack Documents Integration
Creating attractive documents was once a fair deal of hard work. For the most professional looking documents, you needed some sort of experience with typesetting software. At the very least, you needed to have a good working knowledge of how to use word processors. But now, thanks to tools like Formstack Documents, you can pull in data and populate template forms that will look beautiful all with the click of a button. Formstack Document’s Harvest integration allows you to create sophisticated document templates with a powerful scripting language for compete control over the final output. The software will then use data from Harvest to automatically create those documents for you.
10. Harvest Google Calendar Integration
Do you find yourself flipping back and fort between Harvest and a calendar? Referencing your calendar is a common part of filling out timesheets. With Harvest hooked into Google Calendar, you won’t have to flip back and forth any longer. All of the events from your Google Calendar will import into and stay synced with Harvest. By clicking on one of the events, you can instantly create a time-entry, removing the need for manually creating them or jumping from screen to screen.
Harvest Project Management Integrations
Time tracking is one piece of the bigger puzzle that is project management. Harvest’s integrations with project management tools will make it easy for you to make sure those puzzle pieces fit together seamlessly.
11. Harvest Asana Integration
Well known task and project management platform Asana integrates very nicely with Harvest. It allows your team to track their time inside of Asana, without the need to manually make connections between tasks in the two platforms. This gives you the power of Harvest without the need to bounce between two programs. Getting set up is easy as well, because the integration allows you to import people and projects from Asana into Harvest. Anyone added from Asana will receive an email invite to Harvest and be added automatically to the projects they’re a part of.
12. Harvest Apollo Integration
Combining project management and contact management, Apollo is a fantastic resource for keeping your teams on task and your productivity high. Apollo has a number of great features for those in creative fields. Among them is the ability to proof image, set milestones, and chat with team members or clients. With thier Harvest integration, you’ll be able to create Harvest invoices straight from the data in your Apollo account and keep the two databases in sync as the project makes its way through to completion.
13. Harvest Teambook Integration
Teambook is a resource planning tool specifically designed for IT and marketing agencies. It’s is a great choice for those who want to use skills as a way to match their team to tasks or projects. You can sort your team members by skill set so you can quickly see the schedule of someone who is qualified to handle the task you are looking to fill. Once you’ve assigned someone, they can use the Harvest integration to open up a popup that will allow them to control Harvest timers as well as look at their previous time entries. Any entry submitted to Harvest from Teambook will even include a link back to Teambook to make it easier to keep track of projects.