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How to connect Harvest and Bexio
Create a New Scenario to Connect Harvest and Bexio
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 Harvest, triggered by another scenario, or executed manually (for testing purposes). In most cases, Harvest or Bexio will be your first step. To do this, click "Choose an app," find Harvest or Bexio, and select the appropriate trigger to start the scenario.
Add the Harvest Node
Select the Harvest node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Harvest node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
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Authenticate Bexio
Now, click the Bexio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bexio settings. Authentication allows you to use Bexio through Latenode.
Configure the Harvest and Bexio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Harvest and Bexio 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 Harvest, Bexio, 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 Harvest and Bexio integration works as expected. Depending on your setup, data should flow between Harvest and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Harvest and Bexio
Harvest + Bexio + Slack: When a new time entry is created in Harvest, it's automatically logged in Bexio. A daily summary of time entries is then sent to a designated Slack channel.
Bexio + Harvest + Google Sheets: When a new sales invoice is created in Bexio, its details are exported to a Google Sheet. Time tracked against that invoice from Harvest is then updated on the same Google Sheet.
Harvest and Bexio integration alternatives
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.
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About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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See how Latenode works
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FAQ Harvest and Bexio
How can I connect my Harvest account to Bexio using Latenode?
To connect your Harvest account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Harvest and click on "Connect".
- Authenticate your Harvest and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from Harvest time entries?
Yes, with Latenode, automate invoice creation in Bexio based on Harvest time entries. This eliminates manual data entry and ensures accurate, timely billing, saving you valuable time.
What types of tasks can I perform by integrating Harvest with Bexio?
Integrating Harvest with Bexio allows you to perform various tasks, including:
- Creating new Bexio contacts from new Harvest clients.
- Updating Bexio project budgets based on Harvest time tracking.
- Generating detailed financial reports combining data from both platforms.
- Triggering Bexio invoice reminders based on Harvest project completion.
- Syncing employee data between Harvest and Bexio for streamlined HR.
WhatHarvest-specifictriggeroptionsareavailablewithinLatenode?
Latenode offers triggers for new time entries, projects, and clients in Harvest. Use these to start automations and sync data with Bexio seamlessly.
Are there any limitations to the Harvest and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Harvest and Bexio.
- Historical data migration requires manual setup and may be time-consuming.
