Harvest connector
Automate Time Tracking and Invoicing with Harvest Integrations
Connect Harvest to your project management, CRM, and finance tools to eliminate manual data entry and keep billing accurate.
What can you do with the Harvest connector?
Harvest is a time tracking and invoicing platform used by agencies, consultancies, and professional services teams to log hours, manage budgets, and bill clients. Integrating Harvest with your broader tech stack means real automation — syncing time entries with project management tools, pushing invoice data to accounting software, and triggering alerts when budgets creep toward their limits. With tray.ai, you can build workflows that keep Harvest data accurate across every system your team depends on.
Automate & integrate Harvest
Automating Harvest business process or integrating Harvest data is made easy with tray.ai
Use case
Automated Invoice Sync to Accounting Software
When a Harvest invoice is created or marked paid, automatically push that data to QuickBooks, Xero, or your accounting platform of choice. This cuts the double-entry burden that hits finance teams at the end of every billing cycle and reduces the risk of invoices slipping through the cracks.
Use case
Project Budget Monitoring and Alerting
Monitor Harvest project budgets in real time and trigger automated alerts via Slack, email, or Microsoft Teams when a project hits 75%, 90%, or 100% of its allocated hours. Project managers get visibility before things go sideways, without having to manually check Harvest dashboards.
Use case
Time Entry Sync from Project Management Tools
Pull task completions or logged hours from Jira, Asana, or ClickUp and automatically create or update corresponding time entries in Harvest. Billable hours get captured even when team members forget to log time directly in Harvest.
Use case
New Client and Project Provisioning
When a deal closes in your CRM — Salesforce, HubSpot, or Pipedrive — automatically create the corresponding client and project in Harvest with the right billing rates, team assignments, and budget allocations. No more manual handoff between sales and delivery.
Use case
Timesheet Approval and Payroll Sync
Automate weekly timesheet collection by pulling Harvest time entries, routing them through an approval workflow, and syncing approved hours to payroll or HR systems like Gusto or BambooHR. This replaces error-prone manual exports and email chains.
Use case
Client Reporting and Dashboard Automation
Aggregate Harvest time entries, expenses, and invoice data on a schedule and push it to Looker Studio, Google Sheets, or a BI tool to build client-facing reports. Stop compiling the same report by hand every week or month.
Use case
Contractor and Freelancer Onboarding Automation
When a new contractor is added in your HRIS or via a form submission, automatically create their Harvest user account, assign them to the right projects, and set their billing rate. They're ready to track time from day one without IT or admin getting involved.
Build Harvest Agents
Give agents secure and governed access to Harvest through Agent Builder and Agent Gateway for MCP.
Data Source
Retrieve Time Entries
Pull detailed time tracking records for projects, tasks, or team members to analyze productivity, calculate billable hours, or generate summaries. Good for building reports or feeding billing workflows.
Data Source
Fetch Project Details
Look up project budgets, timelines, statuses, and assigned team members so an agent has full context on ongoing work. Useful for project monitoring and alerting when budgets or deadlines are at risk.
Data Source
Look Up Client Information
Retrieve client profiles including contact details, associated projects, and billing history from Harvest. Helps agents personalize outreach or prepare account summaries before client meetings.
Data Source
Query Invoice Status
Check whether invoices are draft, sent, paid, or overdue to support automated follow-up or cash flow reporting. Agents can surface outstanding invoices that need attention.
Data Source
Monitor Budget Utilization
Fetch budget vs. actual hour and cost data for projects to spot work nearing or exceeding its budget. Lets you alert project managers before overruns happen.
Data Source
List Team Members and Assignments
Retrieve the roster of users, their roles, and their current project assignments in Harvest. Useful for capacity planning or identifying availability across teams.
Agent Tool
Log Time Entry
Automatically create time entries in Harvest on behalf of users or systems, capturing hours, project, task, and notes. Cuts down on manual data entry by letting agents log time from connected tools like calendars or project management apps.
Agent Tool
Create or Update Project
Create new projects or update existing project details such as budget, billing method, and dates directly in Harvest. Agents can automate project setup when deals close in a CRM or contracts are signed.
Agent Tool
Create Invoice
Generate invoices in Harvest based on tracked time and expenses for a given project or billing period. Lets agents handle end-of-period billing without manual intervention.
Agent Tool
Update Invoice Status
Mark invoices as sent, paid, or void in Harvest to keep financial records accurate. Agents can sync payment confirmations from payment processors to automatically close out invoices.
Agent Tool
Create or Update Client
Add new clients or update existing client records in Harvest when changes occur in a CRM or onboarding system. Keeps Harvest client data in sync with the rest of your customer data.
Agent Tool
Send Invoice Reminder
Trigger reminder messages for overdue invoices directly through Harvest. Agents can run automated follow-up sequences based on invoice age and client payment history.
Get started with our Harvest connector today
If you would like to get started with the tray.ai Harvest connector today then speak to one of our team.
Harvest Challenges
What challenges are there when working with Harvest and how will using Tray.ai help?
Challenge
Keeping Harvest and Accounting Systems in Sync
Finance teams often manage invoices in both Harvest and an accounting platform like QuickBooks or Xero, which leads to duplicate data entry, reconciliation errors, and delayed payment tracking when the two systems drift apart.
How Tray.ai Can Help:
tray.ai listens for Harvest invoice events via webhooks and immediately mirrors changes to your accounting platform, using field mapping and conditional logic to handle edge cases like partial payments, write-offs, and credit notes — no manual intervention needed.
Challenge
Capturing All Billable Time Across Fragmented Tools
Teams working across Jira, Asana, GitHub, and other tools often fail to log billable time in Harvest consistently, causing revenue leakage and inaccurate project profitability reports.
How Tray.ai Can Help:
tray.ai connects Harvest to any project management or development tool and automatically creates time entries from task completions, pull request merges, or logged work. Billable hours don't get lost regardless of where the work actually happens.
Challenge
Manual Project Setup After Sales Handoffs
After a deal closes in the CRM, project or operations teams have to manually recreate client and project details in Harvest, introducing delays, data mismatches, and billing rate errors that can sour client relationships early.
How Tray.ai Can Help:
tray.ai automates the entire project provisioning process by triggering on CRM deal stage changes and mapping contract details directly into Harvest. Clients, projects, and billing configurations are created in seconds with no one touching it manually.
Challenge
Scalable Budget Oversight Without Manual Monitoring
As teams grow and juggle more projects at once, manually reviewing Harvest budget reports to catch overruns before they happen gets unsustainable. Scope creep often goes unnoticed until invoicing time.
How Tray.ai Can Help:
tray.ai runs scheduled workflows that poll Harvest budget data, apply threshold logic, and route alerts to the right people in Slack or email — giving project managers proactive oversight at any scale without anyone watching dashboards.
Challenge
Connecting Harvest to Custom or Legacy Internal Systems
Many organizations have internal ERP systems, custom billing platforms, or legacy databases with no native Harvest integration, leaving financial data siloed and dependent on manual exports and imports.
How Tray.ai Can Help:
tray.ai's flexible connector framework and HTTP client let teams bridge Harvest with any internal or legacy system using REST APIs, database connections, or file-based transfers — covering data flows that off-the-shelf integrations simply can't reach.
Talk to our team to learn how to connect Harvest with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Integrate Harvest With Your Stack
The Tray.ai connector library can help you integrate Harvest with the rest of your stack. See what Tray.ai can help you integrate Harvest with.
+QuickBooks & Harvest
Learn how to integrate QuickBooks and Harvest together
+Asana & Harvest
Learn how to integrate Asana and Harvest together
+Jira & Harvest
Learn how to integrate Jira and Harvest together
+Xero & Harvest
Learn how to integrate Xero and Harvest together
+HubSpot & Harvest
Learn how to integrate HubSpot and Harvest together
+Slack & Harvest
Learn how to integrate Slack and Harvest together
Start using our pre-built Harvest templates today
Start from scratch or use one of our pre-built Harvest templates to quickly solve your most common use cases.
Template
Harvest Invoice to QuickBooks Sync
Automatically creates or updates a QuickBooks invoice whenever a Harvest invoice is generated or its status changes, keeping finance records aligned without manual entry.
Steps:
- Trigger when a Harvest invoice is created or updated via webhook
- Map Harvest invoice fields — client, line items, amounts, due date — to QuickBooks schema
- Create or update the corresponding invoice in QuickBooks via API
- Log the sync result and notify the finance team on failure
Connectors Used: Harvest, QuickBooks
Template
Harvest Budget Alert to Slack
Polls Harvest project budgets on a schedule and sends a Slack message to the relevant project channel when a project hits a configurable budget threshold.
Steps:
- Run on a scheduled trigger (daily or hourly)
- Retrieve all active Harvest projects and their budget usage via API
- Filter for projects exceeding defined thresholds (e.g., 75%, 90%)
- Post a formatted Slack alert to the project channel with hours used and remaining
Connectors Used: Harvest, Slack
Template
Closed CRM Deal to Harvest Project
When a deal is marked Closed Won in Salesforce or HubSpot, automatically creates a matching client and project in Harvest with billing rates and budget pulled from the deal record.
Steps:
- Trigger on deal stage change to Closed Won in CRM
- Extract client name, contract value, billing rate, and budget from deal fields
- Create or find the client in Harvest via API
- Create a new Harvest project with the mapped budget and billing configuration
Connectors Used: Harvest, Salesforce, HubSpot
Template
Weekly Timesheet Report to Google Sheets
Every Monday, pulls the previous week's time entries from Harvest for all team members and appends them to a Google Sheet, organized by project and person for manager review.
Steps:
- Trigger on a weekly schedule every Monday morning
- Fetch all time entries from Harvest for the prior week using date range filters
- Transform entries into a structured format grouped by project and user
- Append rows to the designated Google Sheet tab for the current reporting period
Connectors Used: Harvest, Google Sheets
Template
Harvest Approved Hours to Gusto Payroll
Collects approved Harvest time entries at the end of each pay period and syncs contractor hours to Gusto for payroll processing, eliminating manual CSV exports.
Steps:
- Trigger on a bi-weekly schedule aligned to pay periods
- Pull approved time entries from Harvest filtered by contractor user type
- Map hours and user identifiers to Gusto contractor payment schema
- Submit hours to Gusto via API and notify HR of any sync errors
Connectors Used: Harvest, Gusto
Template
New Harvest Expense to Xero Bill
Monitors Harvest for newly submitted expenses and automatically creates a corresponding bill in Xero, so expense reimbursements are captured in your accounting system right away.
Steps:
- Trigger via Harvest webhook when a new expense is submitted
- Retrieve expense details including amount, category, and receipts
- Map expense data to the Xero bill format with appropriate account codes
- Create the bill in Xero and attach the receipt from Harvest
Connectors Used: Harvest, Xero