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How to connect Harvest and Odoo
Create a New Scenario to Connect Harvest and Odoo
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 Odoo will be your first step. To do this, click "Choose an app," find Harvest or Odoo, 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 Odoo Node
Next, click the plus (+) icon on the Harvest node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
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Authenticate Odoo
Now, click the Odoo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Odoo settings. Authentication allows you to use Odoo through Latenode.
Configure the Harvest and Odoo 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 Odoo 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, Odoo, 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 Odoo integration works as expected. Depending on your setup, data should flow between Harvest and Odoo (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 Odoo
Harvest + Odoo + Slack: When a new time entry is created in Harvest, update project details in Odoo, and send a summary of the time entry to a designated Slack channel.
Harvest + Odoo + QuickBooks: When a new time entry is created in Harvest, create a new contact in Odoo and then create an invoice in QuickBooks.
Harvest and Odoo 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 Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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See how Latenode works
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FAQ Harvest and Odoo
How can I connect my Harvest account to Odoo using Latenode?
To connect your Harvest account to Odoo 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 Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo invoices from Harvest time entries?
Yes, you can! Latenode's visual editor lets you automate invoice creation, eliminating manual data entry and ensuring accurate billing. Benefit from streamlined financial workflows.
What types of tasks can I perform by integrating Harvest with Odoo?
Integrating Harvest with Odoo allows you to perform various tasks, including:
- Syncing project data between Harvest and Odoo.
- Creating new Odoo projects from Harvest projects.
- Updating project budgets in Odoo based on Harvest time tracking.
- Generating detailed financial reports across both platforms.
- Triggering notifications for project milestones or budget overruns.
How does Latenode handle time zone differences between Harvest and Odoo?
Latenode automatically manages time zone conversions, ensuring data accuracy when transferring time entries. Customize the time zone settings in your workflow.
Are there any limitations to the Harvest and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom fields in Harvest may require manual mapping to corresponding Odoo fields.
- Complex pricing rules may necessitate custom JavaScript logic within Latenode.
- Real-time syncing might be subject to API rate limits of Harvest and Odoo.
