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How to connect Harvest and Square
Create a New Scenario to Connect Harvest and Square
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 Square will be your first step. To do this, click "Choose an app," find Harvest or Square, 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 Square Node
Next, click the plus (+) icon on the Harvest node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
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Authenticate Square
Now, click the Square node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Square settings. Authentication allows you to use Square through Latenode.
Configure the Harvest and Square 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 Square 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, Square, 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 Square integration works as expected. Depending on your setup, data should flow between Harvest and Square (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 Square
Harvest + Square + QuickBooks: When a new time entry is created in Harvest, and a corresponding payment is processed via Square, a new customer is created (if not already present) and invoice is created in QuickBooks to accurately reflect billable hours and associated revenue.
Square + Harvest + Google Sheets: When a new paid order is created in Square and a new time entry is created in Harvest, the sale data and employee time are added as a new row in Google Sheets, providing centralized data for reporting.
Harvest and Square 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 Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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See how Latenode works
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FAQ Harvest and Square
How can I connect my Harvest account to Square using Latenode?
To connect your Harvest account to Square 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 Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square invoices from Harvest time entries?
Yes, you can! Latenode's visual editor makes it simple. Plus, using Javascript blocks, you can customize the invoice data before it's sent to Square, increasing accuracy and saving time.
What types of tasks can I perform by integrating Harvest with Square?
Integrating Harvest with Square allows you to perform various tasks, including:
- Create Square invoices automatically from approved Harvest time entries.
- Update Square customer information based on new Harvest clients.
- Send payment reminders via Square when Harvest invoices are overdue.
- Generate reports in Harvest based on Square payment data.
- Track project profitability by combining time and payment data.
How do I handle currency conversions between Harvest and Square in Latenode?
Latenode supports custom JavaScript code blocks, allowing you to easily handle currency conversions ensuring data accuracy between Harvest and Square.
Are there any limitations to the Harvest and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual configuration due to API constraints.
- Complex custom field mappings may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both services.
