Atera and Harvest Integration

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Automatically log Atera time entries in Harvest for accurate project costing and billing. Latenode’s visual editor and JavaScript support allow custom logic for complex scenarios, while affordable pricing scales with your business.

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Atera

Harvest

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and Harvest

Create a New Scenario to Connect Atera and Harvest

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or Harvest will be your first step. To do this, click "Choose an app," find Atera or Harvest, and select the appropriate trigger to start the scenario.

Add the Atera Node

Select the Atera node from the app selection panel on the right.

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Atera

Configure the Atera

Click on the Atera node to configure it. You can modify the Atera URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Atera

Sign In

Run node once

Add the Harvest Node

Next, click the plus (+) icon on the Atera node, select Harvest from the list of available apps, and choose the action you need from the list of nodes within Harvest.

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Authenticate Harvest

Now, click the Harvest node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Harvest settings. Authentication allows you to use Harvest through Latenode.

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Connect Harvest

Sign In

Run node once

Configure the Atera and Harvest Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Harvest Oauth 2.0

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The action ID

Run node once

Set Up the Atera and Harvest Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Atera, Harvest, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Atera and Harvest integration works as expected. Depending on your setup, data should flow between Atera and Harvest (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Atera and Harvest

Atera + Harvest + Slack: When a new customer is created in Atera, a corresponding client and project are created in Harvest. A notification is then sent to a designated Slack channel to inform the team about the new project.

Harvest + QuickBooks + Atera: When a new invoice is generated in Harvest, it is created in QuickBooks. The corresponding customer's billing information in Atera is also updated with the new invoice details.

Atera and Harvest integration alternatives

About Atera

Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.

About Harvest

Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.

See how Latenode works

FAQ Atera and Harvest

How can I connect my Atera account to Harvest using Latenode?

To connect your Atera account to Harvest on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Atera and click on "Connect".
  • Authenticate your Atera and Harvest accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I track Atera project time in Harvest automatically?

Yes, you can! Latenode's visual editor simplifies creating automated workflows, instantlylogging Atera project time entries in Harvest. Benefit from accurate time tracking and billing.

What types of tasks can I perform by integrating Atera with Harvest?

Integrating Atera with Harvest allows you to perform various tasks, including:

  • Create Harvest projects when new Atera projects are created.
  • Automatically log Atera time entries in Harvest.
  • Sync Atera customer data with Harvest clients.
  • Generate Harvest invoices from Atera billing information.
  • Update Atera tickets based on Harvest project status.

How does Latenode handle complex Atera to Harvest data transformations?

Latenode offers robust data mapping and transformation features, including JavaScript blocks, for seamless, customized data handling between Atera and Harvest.

Are there any limitations to the Atera and Harvest integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the API limits of both Atera and Harvest.
  • Advanced customization may require some JavaScript knowledge.
  • Historical data migration between the platforms may need manual setup.

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