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Integrate Harvest with Xero

Appy Pie Connect allows you to automate multiple workflows between Harvest and Xero

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About Harvest

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 Integrations

Best ways to Integrate Harvest + Xero

  • Harvest Integration Xero Integration

    Harvest + Xero

    Create Sales Invoice to Xero from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest Integration New User Assignment
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Harvest Integration Xero Integration

    Harvest + Xero

    Create Bill to Xero from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest Integration New User Assignment
     
    Then do this...
    Xero Integration Create Bill
  • Harvest Integration Xero Integration

    Harvest + Xero

    Create Purchase Order to Xero from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest Integration New User Assignment
     
    Then do this...
    Xero Integration Create Purchase Order
  • Harvest Integration Xero Integration

    Harvest + Xero

    Create/Update Contact to Xero from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest Integration New User Assignment
     
    Then do this...
    Xero Integration Create/Update Contact
  • Harvest Integration Xero Integration

    Harvest + Xero

    Create Payment to Xero from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest Integration New User Assignment
     
    Then do this...
    Xero Integration Create Payment
  • Harvest Integration {{item.actionAppName}} Integration

    Harvest + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Harvest + Xero in easier way

It's easy to connect Harvest + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Client

    Triggers when you add a new client.

  • New Contact

    Triggers when you add a new contact.

  • New Invoice

    Triggers when you add a new invoice (with line item support).

  • New Invoice

    Triggers when you add a new invoice.

  • New Person

    Triggers when you add a new person.

  • New Project

    Triggers when you add a new project.

  • New Task

    Triggers when you add a new task.

  • New Timesheet Entry

    Triggers when a new timesheet entry is created for today.

  • New User Assignment

    Triggers when a person is assigned to a project.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Harvest & Xero Integrations Work

  1. Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Harvest to Xero.

    (2 minutes)

  6. 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.