Integrate Harvest with Xero
Appy Pie Connect allows you to automate multiple workflows between Harvest and Xero
- No code
- No Credit Card
- Lightning Fast Setup
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.
About Xero
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Xero IntegrationsBest ways to Integrate Harvest + Xero
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When this happens...
New User Assignment
Then do this...
Create Sales Invoice
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When this happens...
New User Assignment
Then do this...
Create Bill
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When this happens...
New User Assignment
Then do this...
Create Purchase Order
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When this happens...
New User Assignment
Then do this...
Create/Update Contact
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When this happens...
New User Assignment
Then do this...
Create Payment
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Harvest + Xero without coding knowledge. Start creating your own business flow.
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New Client
Triggers when you add a new client.
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New Contact
Triggers when you add a new contact.
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New Invoice
Triggers when you add a new invoice (with line item support).
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New Invoice
Triggers when you add a new invoice.
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New Person
Triggers when you add a new person.
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New Project
Triggers when you add a new project.
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New Task
Triggers when you add a new task.
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New Timesheet Entry
Triggers when a new timesheet entry is created for today.
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New User Assignment
Triggers when a person is assigned to a project.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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Creates Timesheet Entry
Creates a new timesheet entry for the current day.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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How Harvest & Xero Integrations Work
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Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Harvest to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Harvest and Xero
Harvest
Harvest is a modern cloud accounting software that makes it easy for you to track and manage your business on the go. With its simple and straightforward interface, you can easily manage your accounts, create invoices, track expenses and more. It’s an ideal spution for any small business.
Xero
Xero is a cloud accounting software that provides all the necessary tops for running your business. It gives you real-time access to all your financial information, so you can quickly make informed business decisions. Its powerful tops allow you to manage multiple aspects of your business from anywhere in the world. It allows you to connect with your clients and suppliers in a single space. You can also use its mobile app while on the move.
Integration of Harvest and Xero
Harvest integrates seamlessly with Xero, allowing you to synchronize your data between the two softwares. This integration saves time and money, as you don’t need to manually enter information into both of these softwares. Once this integration is set up, you can create an invoice in Harvest, which will automatically post to Xero. If you pay the invoice using Xero, this transaction will be reflected in both systems. You can also export data from Harvest to Xero via CSV files and download reports from Xero into Harvest to analyze trends in your financial data.
Benefits of Integration of Harvest and Xero
One of the major benefits of integrating Harvest with Xero is that it enables you to use both softwares together effectively. Since you already have access to some of the data from Xero, you can use it more efficiently. For example, if you have created an invoice in Harvest and want to track it in Xero, you can simply add tasks to it. In addition, since both softwares are cloud-based, you can access them from anywhere and work simultaneously on both systems. You can also configure subscription options and payment terms for each client in Xero so that they align with your business’s needs.
The process to integrate Harvest and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
