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How to connect Harvest and Xero
Create a New Scenario to Connect Harvest and Xero
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 Xero will be your first step. To do this, click "Choose an app," find Harvest or Xero, 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 Xero Node
Next, click the plus (+) icon on the Harvest node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the Harvest and Xero 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 Xero 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, Xero, 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 Xero integration works as expected. Depending on your setup, data should flow between Harvest and Xero (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 Xero
Harvest + Xero + Slack: When a project is marked as completed in Harvest, an invoice is automatically created in Xero. A notification is then sent to a designated Slack channel to inform the team about the new invoice.
Xero + Harvest + Google Sheets: This automation exports invoice data from Xero and time tracking data from Harvest, compiling it into a Google Sheet for customized reporting and analysis.
Harvest and Xero 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 Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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FAQ Harvest and Xero
How can I connect my Harvest account to Xero using Latenode?
To connect your Harvest account to Xero 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 Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Xero invoices from Harvest time entries?
Yes, you can! Latenode's visual editor makes it easy to automate invoice creation, saving time and ensuring accurate billing. Scale workflows using Javascript or AI steps.
What types of tasks can I perform by integrating Harvest with Xero?
Integrating Harvest with Xero allows you to perform various tasks, including:
- Automatically creating Xero invoices from Harvest time entries.
- Synchronizing customer data between Harvest and Xero.
- Reconciling Harvest payments with Xero transactions.
- Generating financial reports combining data from both platforms.
- Triggering custom alerts for overdue invoices via email or Slack.
How secure is my Harvest data when using Latenode for integration?
Latenode uses industry-standard security protocols, including encryption and secure authentication, to protect your Harvest and Xero data during integration.
Are there any limitations to the Harvest and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex tax calculations may need Javascript functions.
- Real-time synchronization depends on API availability.
