Your browser is no longer supported! Please upgrade your web browser now.
Posts by Katie Rose:

Harvest for Zendesk: Refreshed!

Zendesk, the lovable help desk solution, launched its very first integration with Harvest way back in 2008. As most of us know, firstborns get showered with love in their early days. And then the second (perhaps third, fourth) child comes around, and the firstborn might start to feel a little less in the spotlight. Over the years, there have been bouts of attention given to the Harvest for Zendesk integration, but certainly not enough. We decided it was high time to show Zendesk’s firstborn integration some well-deserved love!

We’ve taken ownership of the Harvest for Zendesk Lotus integration and have rewritten it to work off of our Harvest Platform. With this refreshed version of the integration, you’ll notice:

  • Less clicks. Whether it’s entering time via duration, starting your next timer, or tabbing through the fields without a mouse, it’ll be much quicker to log your time.
  • Auto-populated notes. The Harvest notes field will auto-populate with the Zendesk ticket ID and ticket title.
  • Projects and Tasks are remembered. You won’t have to reselect the Harvest Project and Task when you open a ticket you already tracked time to. For a ticket you haven’t tracked time to, the Harvest Project and Task selected on the most recent ticket you tracked time to will be defaulted. We realize you might have other ideas for how the Project and Task should be defaulted, so by all means, please share them!

Zendesk Anywhere Widget

These changes make it a bit smoother to track time with the Harvest for Zendesk integration. If you have any other ideas how we can make it better, please let us know!

If you’re not using the Harvest for Zendesk integration, you can install it from your Zendesk account here.

Harvest for IFTTT: New Integration!

What if a note is created in Evernote when I create a Harvest project? Heck, what if the lights flash every time I start a timer? These are now both possible with our newest integration with IFTTT.

IFTTT Recipe: If a Harvest project is created, then create a note in Evernote. connects harvest to evernote

IFTTT enables you to create simple connections between Harvest and the applications and devices you use every day. IFTTT works with over 160 products and services, and very cool ones for that matter!

Here’s a glimpse of how you can setup your own IFTTT Recipes with Harvest:

    • You can trigger actions in other apps when you start a timer, stop a timer, or create a project in Harvest. For instance, if I start a Harvest timer, then post the details to Slack. Or, if I create a Harvest project, then send out an email notification to a group of people.

IFTTT Recipe: If a Harvest timer is started, then post a message to a Slack channel. connects harvest to slack

    • You can also have other apps trigger actions in Harvest. For example, if I create a new GitHub issue, then create a new task in Harvest.

IFTTT Recipe: If a new issue is created in GitHub, create a task in a Harvest project. connects github to harvest

Check out the Harvest for IFTTT Channel here to setup your Recipes. And if you haven’t used IFTTT before, don’t worry, it’s free! Let us know if you have ideas for other potential Harvest Triggers and Actions. We’d love to hear them!

Hats off to our developer Lorenzo who built this integration during our Harvest Hacksgiving.

Harvest for QuickBooks Online: Updates!

Sometimes an integration between two apps makes people nervous. Did my invoice copy over? Is all of the data correct? I want to be able to customize how the data copies! That’s normal! Who trusts technology anyway? That’s why we’ve released a few tweaks in our Harvest for QuickBooks Online (QBO) integration that’ll ease any anxiety when you copy an invoice to QBO.

Recurring invoices now copy from Harvest to QBO. As long as you have recurring invoices set to automatically send to your clients (rather than saving as drafts), we’ll copy them over to QuickBooks Online when they’re sent.

Harvest projects no longer have to attach as sub-customers to invoices in QBO. When your Harvest invoice includes time or expenses from just one project, we map that project to a QBO sub-customer. In the past, you couldn’t change this. (We know, how rude!) Now, you can! In Harvest, head to Account Settings > Integrations to edit this setting.

QBO Sub-customer setting

QBO events will show up in the Invoice History section. When was this invoice copied to QBO? Who copied it? You’ll never ask those questions again.

 QBO Invoice History events

Go ahead, throw out that handkerchief on your desk. You won’t be sweating anymore when your Harvest invoices copy to QBO.

Questions or suggestions? Get in touch with us!

Harvest for Xero: Invoice Line Items Now Map to Revenue Accounts

We’ve made another update that will make your Harvest Xero experience even more flexible! Up until today, all of your invoice line items from Harvest got copied to a single Revenue Account in Xero. Now, your Harvest invoice line items will get copied to Xero Revenue Accounts based on the mappings you have configured in Xero.

In Xero, you can assign your Item Codes and/or Contacts default Revenue Accounts. With this update, Harvest invoice line items will get saved to these defaults. For instance, if the default Revenue Account for your “Services” Item Code in Xero is “400 – Sales”, then any invoice line items in Harvest with a Category of “Services” will copy over to the “400 – Sales” account. Magic!

If you don’t have default Revenue Accounts set up for Item Codes and/or Contacts in Xero, no worries! All your invoices will still get copied to the Xero Revenue Account you indicated in your Harvest Account Settings.

Xero Revenue Account Blog Post

Any questions or issues, get in touch with us at support@harvestapp.com. If you want to share your thoughts on this feature or anything else related to the Harvest Xero integration, please fill out this quick form.

Need more information on how to update your Revenue Account settings? Just check out Xero’s help docs about Item Codes or Contacts.

Harvest for Xero: Copying Payments

When we launched the Harvest for Xero integration in 2013, we said no more copy and paste. But this time, we really mean no more dual entry, whatsoever. For those that have been using the integration, you’ve been happy since it works pretty smoothly. However, there has been one key part missing that has caused you some pain — copying of payments received on invoices from Harvest to Xero.

Harvest Copy Payments to Xero Blog Image

With our latest release of the integration, your payments recorded on Harvest invoices will get copied over to Xero. We’re not going to pull a fast one on you here though, so you’ll have to opt-in to this feature in your Harvest Account Settings > Integrations. Simply indicate that you’re interested in copying payments to Xero, and then let us know which Xero Payment Account you want them copied to and you’ll be in business. We realize everyone’s workflow is different, so that’s why we’re giving you the option to turn this on or off!

If you’re having any trouble, feel free to get in touch with us at support@harvestapp.com. If you want to share feedback with our product team, please fill out this quick survey. Next up, more flexibility with which Xero Revenue Accounts your Harvest invoices copy to!

Adding Time Tracking to Your Apps

From time to time, we come across a customer who’s decided to tightly embed Harvest into their daily workflow all on their own. Some customers prefer to have Harvest right inside the apps they use everyday, which may not be ones we already integrate with. The folks at We Are Mammoth did exactly this. When they first started to use Harvest, it was an adjustment for them. It was hard to remember to start and stop a timer, so they decided to use the Harvest Platform to add the Harvest timer directly into their issue management platform, DoneDone.

As Ka Wai from We Are Mammoth said, “The integration is magnificently easy and slick (Well done, Harvest team!). In about an hour, we had time tracking plugged into every issue in DoneDone.”

Not only was the implementation smooth, but they got the result they were looking for—more employees tracking time to Harvest. They even got some added benefits they didn’t expect:

“Clients and our co-workers can quickly access the original DoneDone issue on Harvest timesheets, which naturally will expand on the detail of work being done by the developer. This makes a world of difference for our billing department, who vets our timesheets before invoicing the client.”

If we don’t integrate with your own app, you can use our Harvest Platform to build it. We’d love to hear about it or help with any questions you may have!

To read more about We Are Mammoth’s experience with Harvest and building the integration, check out their blog post here. And check out DoneDone—over 28,000 time entries have come from there to Harvest to date!

Faster Estimate Approval and Payment with Gmail Actions

In May we made it easier for your team to view timesheets straight from Gmail with the initial release of Gmail Actions for Harvest. Now, we’re streamlining the approvals and payments process for clients to help you get paid faster. The latest Gmail Actions allow clients to view estimates and invoices with one click right from the corresponding email’s subject line. With fewer hurdles, clients have fewer reasons to delay. You’ll have more time to get work done instead of hunting down approvals and payments.

Gmail Actions for Harvest Estimates and Invoices

We’ve also added Gmail Actions for report downloads from Harvest. When reports get emailed to you, a button appears in the subject line to open them faster. Simply click Export > Google Drive from a report like the Detailed Time Report, and you’ll have one click access from your inbox to view the report in Drive.

If you or your clients are already using Gmail, these buttons appear automatically on emails from Harvest without any setup. Feel free to send us any feedback or get in touch with our support team if you are having any trouble!