Harvest integration - Connect and automate | CodeWords
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Overviews
How it works?
Create time entries from calendar events
Convert calendar meetings and work blocks into Harvest time entries with proper project and task codes. This reduces manual time entry by capturing scheduled work automatically while ensuring accurate client billing and project cost tracking.
Sync projects with management tools
Keep Harvest projects and tasks synchronized with project management platforms like Asana or Basecamp. When new projects launch or tasks are created, corresponding Harvest entries are generated for time tracking without duplicate setup.
Generate invoices from approved time
Create invoices in accounting systems when time entries are approved in Harvest. The automation compiles billable hours, applies correct rates, and generates properly formatted invoices ready for client delivery without manual data transfer.
Send timesheet reminders to team members
Notify team members through Slack or email when they have unsubmitted time entries or missing timesheets. These reminders ensure accurate payroll processing and client billing by prompting timely time entry completion.
Update project budgets from actuals
Transfer actual time and expense data from Harvest to project management tools, updating budget consumption and forecasts. Teams see real-time project health metrics based on actual resource utilization rather than estimates.
Export reports to financial systems
Push Harvest time and expense reports to accounting platforms for payroll processing, cost allocation, and financial analysis. This ensures labor costs are properly recorded in general ledgers and departmental budgets.
Alert managers to budget overruns
Send notifications when projects approach or exceed time budgets based on Harvest data. Project managers can take corrective action before budget issues impact profitability or require difficult client conversations.
Create reports from utilization data
Generate team capacity and utilization reports by pulling Harvest time data into spreadsheets or business intelligence tools. These reports inform hiring decisions, pricing strategies, and resource allocation planning.
Configure
Build
Comprehensive invoicing automation workflow
Build a complete invoicing system that collects approved time from Harvest, combines it with expenses from receipt tools, applies client-specific rates and terms from your CRM, generates invoices in your accounting platform, and sends them to clients with payment links. This workflow eliminates manual invoice preparation while ensuring accuracy.
Project profitability tracking system
Create an automation that pulls actual costs from Harvest, revenue data from your accounting system, and project scope from management tools to calculate real-time profitability metrics. The workflow generates dashboards showing margin by project, client, and service type for informed business decisions.
Resource forecasting workflow
Design an integration that analyzes historical Harvest data to predict future capacity needs based on pipeline opportunities in your CRM. The system forecasts utilization rates, identifies staffing gaps, and suggests hiring timelines to ensure you can deliver on upcoming commitments.
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