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.
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.Vtiger Integrations
Harvest + VtigerCreate Organization to Vtiger from New User Assignment in Harvest Read More...
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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 lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Creates a new timesheet entry for the current day.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Harvest is a web-based application that helps businesses manage their invoices and accounts receivables. Harvest’s main feature is the ability to upload each invoice in the form of a CSV file. In addition, it is possible to export data in a CSV format. The main features of Harvest are:
Advanced search options
Possibility to upload each invoice as a CSV file
Ability to export data in a CSV format
Ability to create invoices based on templates, or by entering data manually
Ability to send mail through an SMTP server directly from the application with an SMTP certificate
Ability to send invoices by email based on templates or manually entered data
Ability to track outstanding invoices, write-offs and mark invoices as paid
Billing for multiple people who share the same credit card
Ability to enter various expenses and assign them to a client or employee. Then, all expenses can be calculated at once.
Ability to create estimates based on templates, or by manually entering data. Estimates can be created in a batch, which lowers the risk of double entry error. These estimates will not appear in your accounting software until they have been converted into invoices. Before being converted, estimates act as notes for future reference. When converting estimates into invoices, there are various options available for customizing the invoice created. This includes the ability to add invoice lines and taxes if applicable. Harvest also displays statistics on estimates to see how many were converted into invoices, the total amount of estimated revenue, and an average conversion percentage.
The Harvest software works with the fplowing accounting software. FreshBooks, QuickBooks, Xero, Sage 50 and Microsoft Dynamics GP. It is also possible to integrate Harvest with Vtiger CRM. The integration between Harvest and Vtiger is performed via a plugin for both applications. This integration allows for the invoice data sent from Harvest to be automatically stored in Vtiger. Similarly, when receiving events from Vtiger, the information is automatically stored in Harvest.
Vtiger CRM is an open source customer relationship management system designed to manage contacts, leads, and clients. It works as an extension of an existing LAMP stack (Linux – Apache – MySQL – PHP. A LAMP stack is composed of different components that are used to develop dynamic websites and applications. A LAMP stack allows you to use PHP easily and quickly build a website that is easy to maintain. Using a LAMP stack also opens up many opportunities for integration with third-party applications such as WordPress, Magento, and Joomla. In addition, using a LAMP stack is not only useful for developing websites but also for developing custom applications such as a simple contact management system or advanced automated marketing software.
In terms of cost savings, a LAMP stack allows you to host your own servers instead of paying for hosting services offered by large companies like AWS. While using servers hosted by third parties may seem more convenient because customers do not need to purchase their own servers and perform server maintenance themselves, choosing self-hosting has its own advantages such as reduced cost due to fewer resources used per server and the option to scale up when needed. As well, self-hosting gives customers more contrp over their data and security systems than they would have otherwise had with third-party hosting providers. Self-hosted services are also easier to upgrade since the upgrades occur on your own servers rather than on someone else’s server. Another major advantage of self-hosting is the ability to access your data anytime anywhere since it is not stored on someone else’s hardware or cloud storage service. If something goes wrong with your site or service, you can fix it yourself instead of waiting for somebody else to help you out. However, if you are not familiar with setting up servers then it may be more convenient to work with a company that manages servers for you. The last point worth mentioning about self-hosting is that hosting your own servers will make it easier for you to integrate other applications with your software such as CRM or CMS systems. For example, you could use one server for storing your contact database, another for running WordPress blogs, and another for running other applications such as Slack or Salesforce.com. This way you do not need to purchase separate servers for each application and it will save you money in the long run.
The fplowing diagram shows how Vtiger integrates with Salesforce CRM:
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