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How to connect Harvest and Scoro
Create a New Scenario to Connect Harvest and Scoro
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 Scoro will be your first step. To do this, click "Choose an app," find Harvest or Scoro, 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 Scoro Node
Next, click the plus (+) icon on the Harvest node, select Scoro from the list of available apps, and choose the action you need from the list of nodes within Scoro.
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Authenticate Scoro
Now, click the Scoro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Scoro settings. Authentication allows you to use Scoro through Latenode.
Configure the Harvest and Scoro 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 Scoro 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, Scoro, 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 Scoro integration works as expected. Depending on your setup, data should flow between Harvest and Scoro (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 Scoro
Harvest + Scoro + Slack: When a new time entry is created in Harvest, the automation checks if the total time logged for the associated project in Scoro exceeds the estimated time. If the logged time exceeds the estimate, a notification is sent to the project manager in Slack.
Scoro + Harvest + QuickBooks: When a task is updated to a completed status in Scoro, the automation retrieves the time entries associated with the task from both Scoro and Harvest. It then creates an invoice in QuickBooks, combining the billable hours and task details from both platforms.
Harvest and Scoro 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 Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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FAQ Harvest and Scoro
How can I connect my Harvest account to Scoro using Latenode?
To connect your Harvest account to Scoro 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 Scoro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Scoro projects with Harvest time entries?
Yes, you can! Latenode lets you create custom workflows to sync Harvest time data with Scoro projects, ensuring accurate project tracking and streamlined reporting. Leverage no-code and JavaScript.
What types of tasks can I perform by integrating Harvest with Scoro?
Integrating Harvest with Scoro allows you to perform various tasks, including:
- Automatically creating Scoro tasks from new Harvest projects.
- Syncing Harvest time entries to Scoro for accurate billing.
- Updating Scoro project budgets based on Harvest time tracked.
- Generating reports in Scoro using Harvest time data.
- Triggering notifications in Scoro for exceeded Harvest budgets.
How secure is my Harvest data when using Latenode integration?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring the confidentiality and integrity of your Harvest data.
Are there any limitations to the Harvest and Scoro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex custom fields might need manual mapping.
- Real-time data synchronization depends on API rate limits.
