Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.
Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.Airtable Integrations
Harvest + AirtableUpdate Record in Airtable when New User Assignment is created in Harvest Read More...
Harvest + AirtableUpdate Record in Airtable when New Project is created in Harvest Read More...
It's easy to connect Harvest + Airtable without coding knowledge. Start creating your own business flow.
Triggers when you add a new client.
Triggers when you add a new contact.
Triggers when you add a new invoice (with line item support).
Triggers when you add a new invoice.
Triggers when you add a new person.
Triggers when you add a new project.
Triggers when you add a new task.
Triggers when a new timesheet entry is created for today.
Triggers when a person is assigned to a project.
Triggers when a new record is available.
Triggers when a new record is available.
Creates a new timesheet entry for the current day.
Creates a new record with auto-populating fields.
Update the values of specific cells in an Airtable record.
Harvest is a powerful project management software that helps companies and organizations keep track of their projects. Airtable is a cloud-based platform that offers a simple way to create databases, lists, and spreadsheets. The two platforms are designed to work hand-in-hand.
Harvest’s features include project management, time tracking, invoicing, expense tracking, and billing. That means that it is easy to track your work hours and to generate invoices and expense reports from your smartphone or computer.
Airtable’s features include database management, list management, and spreadsheet management. The three main types of Airtable accounts are tables, views, and sheets. A table is the basic database unit; a view lets you see data in different ways; and a sheet lets you make changes to a table’s records. Each sheet can have multiple views, each of which allows you to see the same data in a different way. By default, each view shows only the records that match the view’s filters.
The integration of Harvest and Airtable makes it possible to use Airtable as an alternative to Harvest’s project management features. For example, instead of creating tasks in Harvest, you could create tasks in Airtable. You could then integrate Harvest with Airtable so that Harvest automatically adds the task created in Airtable to your Harvest projects. This would help ensure that you do not forget about any of your assignments.
Integration between Harvest and Airtable is fairly straightforward. The fplowing steps will show you how to connect Harvest to Airtable:
Step 1. First log in to both Harvest and Airtable. If you have never used either program, or if you want to start over, sign up for an account on both platforms.
Step 2. Go to the Accounts tab on the left side of Harvest and click on Integrations.
Step 3. Click on the Add Integration button at the bottom of the screen.
Step 4. In the pop-up box that appears, select Integrations from the drop-down menu. Then click the Google Sheets option from the list of integrations.
Step 5. Click on Authorize in the pop-up window that appears after clicking on Google Sheets.
Step 6. On the next screen, click on Authorize again.
Step 7. On the next screen, click the Create New Fpder button at the bottom of the screen.
Step 8. Click Create New Fpder again in the pop-up window that appears.
Step 9. Click Create New Fpder one more time. On this screen, name your new fpder something like “Airtable - Harvest Integration” so that you do not get confused later.
Step 10. Click Save Changes at the bottom of the screen.
Step 11. Click on Setup in the pop-up window that appears after clicking on Google Sheets again.
Step 12. Select Account Settings in the pop-up box that appears after clicking on Setup again.
Step 13. Click on Connected Apps in the left menu pane in Account Settings.
Step 14. Click on Webhooks Integration under App Integrations in the left menu pane in Account Settings again.
Step 15. Click Enable Webhooks Integration in the pop-up box that appears after clicking on Webhooks Integration again.
Step 16. Copy your API Key and Secret Key from Harvest’s Settings tab and paste them into their respective fields in Airtable’s webhook settings page.
Step 17. Copy your Access Token from Harvest’s Settings tab and paste it into its respective field in Airtable’s webhook settings page.
Step 18. Click Save Changes at the bottom of the screen once again.
After completing these steps, you should be able to test out your integration by creating a task in Airtable and seeing that task appear in Harvest. After saving some changes to an existing task, you should see those changes reflected in Airtable as well as Harvest. If the integration does not work properly, contact [email protected] for assistance with troubleshooting your connection between Harvest and Airtable .
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