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How to connect Harvest and Docparser
Create a New Scenario to Connect Harvest and Docparser
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 Docparser will be your first step. To do this, click "Choose an app," find Harvest or Docparser, 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 Docparser Node
Next, click the plus (+) icon on the Harvest node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Harvest and Docparser 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 Docparser 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, Docparser, 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 Docparser integration works as expected. Depending on your setup, data should flow between Harvest and Docparser (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 Docparser
Docparser + Google Sheets + Harvest: Extracts time entries from invoices parsed by Docparser. The extracted data is then added to a Google Sheet. Finally, Harvest time entries are created based on the information in the Google Sheet.
Docparser + Harvest + QuickBooks: Extracts timesheet data from documents parsed by Docparser. This data is cross-referenced with Harvest projects to ensure accuracy. Finally, invoices are automatically created in QuickBooks based on the verified timesheet information.
Harvest and Docparser 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 Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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FAQ Harvest and Docparser
How can I connect my Harvest account to Docparser using Latenode?
To connect your Harvest account to Docparser 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 Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice data extraction and time tracking?
Yes, you can! Latenode's visual editor makes it easy to extract data from Docparser, then automatically create time entries in Harvest. This saves time and reduces manual errors.
What types of tasks can I perform by integrating Harvest with Docparser?
Integrating Harvest with Docparser allows you to perform various tasks, including:
- Automatically creating Harvest projects from parsed Docparser document data.
- Updating Harvest client information using data extracted from parsed invoices.
- Creating time entries in Harvest based on Docparser parsed project reports.
- Triggering invoice generation in Docparser when a new project starts in Harvest.
- Sending parsed expense reports to Harvest for easy reconciliation.
What Harvest data is accessible via Latenode’s integration?
Latenode allows access to Harvest projects, clients, time entries, expenses, and invoices, enabling comprehensive automation across your business.
Are there any limitations to the Harvest and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing may require advanced Docparser configurations.
- Harvest API rate limits may impact high-volume data processing.
- Custom field mapping requires familiarity with Harvest and Docparser data structures.
