# Harvest integrations

> Connect Harvest to your project management, CRM, and finance tools to eliminate manual data entry and keep billing accurate.

**Canonical page:** https://tray.ai/connectors/harvest-integrations/
**Categories:** Finance, Digital product design
**Documentation:** https://tray.ai/documentation/connectors/service/harvest

## Overview

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.

## Use cases

### 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.

- Eliminate manual re-entry of invoice data between Harvest and accounting tools
- Keep payment status in sync across finance and project management systems
- Cut month-end close time by automating reconciliation data flows

### 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.

- Notify project managers before budgets are exceeded
- Automatically escalate alerts to account owners when thresholds are breached
- Create Jira or Asana tasks to review scope when budget overruns occur

### 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.

- Capture billable hours from every source without requiring manual Harvest entry
- Keep project task completion and billable time in sync across platforms
- Reduce revenue loss from underreported time entries

### 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.

- Provision Harvest projects the moment a deal is won
- Apply billing rates and budgets from the CRM deal accurately
- Reduce project kickoff delays caused by manual Harvest setup

### 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.

- Automate weekly timesheet collection and manager approval routing
- Sync approved hours directly to payroll systems without CSV exports
- Maintain an audit trail of timesheet approvals across systems

### 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.

- Schedule automated extraction of Harvest data for client reporting
- Populate dashboards with current hours, spend, and invoice status
- Cut reporting prep time from hours to minutes

### 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.

- Automatically create Harvest user accounts for new contractors
- Assign correct billing rates and project access without manual setup
- Reduce contractor onboarding time and billing configuration errors

## Templates

### 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.

Connectors used: Harvest, QuickBooks

### 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.

Connectors used: Harvest, Slack

### 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.

Connectors used: Harvest, Salesforce, HubSpot

### 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.

Connectors used: Harvest, Google Sheets

### 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.

Connectors used: Harvest, Gusto

### 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.

Connectors used: Harvest, Xero

## Challenges Tray.ai solves

### 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 helps:** 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.

### 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 helps:** 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.

### 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 helps:** 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.

### 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 helps:** 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.

### 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 helps:** 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.

## Agent features

### Retrieve Time Entries (Data Source)

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.

### Fetch Project Details (Data Source)

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.

### Look Up Client Information (Data Source)

Retrieve client profiles including contact details, associated projects, and billing history from Harvest. Helps agents personalize outreach or prepare account summaries before client meetings.

### Query Invoice Status (Data Source)

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.

### Monitor Budget Utilization (Data Source)

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.

### List Team Members and Assignments (Data Source)

Retrieve the roster of users, their roles, and their current project assignments in Harvest. Useful for capacity planning or identifying availability across teams.

### Log Time Entry (Agent Tool)

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.

### Create or Update Project (Agent Tool)

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.

### Create Invoice (Agent Tool)

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.

### Update Invoice Status (Agent Tool)

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.

### Create or Update Client (Agent Tool)

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.

### Send Invoice Reminder (Agent Tool)

Trigger reminder messages for overdue invoices directly through Harvest. Agents can run automated follow-up sequences based on invoice age and client payment history.

## Learn more

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