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How to connect Square and Harvest
Create a New Scenario to Connect Square and Harvest
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 Square, triggered by another scenario, or executed manually (for testing purposes). In most cases, Square or Harvest will be your first step. To do this, click "Choose an app," find Square or Harvest, and select the appropriate trigger to start the scenario.
Add the Square Node
Select the Square node from the app selection panel on the right.
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Add the Harvest Node
Next, click the plus (+) icon on the Square node, select Harvest from the list of available apps, and choose the action you need from the list of nodes within Harvest.
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Authenticate Harvest
Now, click the Harvest node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Harvest settings. Authentication allows you to use Harvest through Latenode.
Configure the Square and Harvest 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 Square and Harvest 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Square, Harvest, 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 Square and Harvest integration works as expected. Depending on your setup, data should flow between Square and Harvest (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Square and Harvest
Square + Harvest + QuickBooks: When a new paid order is created in Square, retrieve the associated customer. Then, create an invoice in QuickBooks including time entries from Harvest.
Harvest + Square + Google Sheets: When a new time entry is added in Harvest, fetch Square sales data and log the employee hours and sales information in a Google Sheet.
Square and Harvest integration alternatives
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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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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See how Latenode works
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FAQ Square and Harvest
How can I connect my Square account to Harvest using Latenode?
To connect your Square account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Square and click on "Connect".
- Authenticate your Square and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Harvest projects from new Square transactions?
Yes, you can! Latenode lets you build this automation visually, adding advanced logic and even AI to tailor project creation based on Square data.
What types of tasks can I perform by integrating Square with Harvest?
Integrating Square with Harvest allows you to perform various tasks, including:
- Create Harvest projects from new Square transactions automatically.
- Update Harvest with Square sales data for detailed financial reports.
- Trigger invoices in Harvest when a Square transaction exceeds a limit.
- Log Square payments in Harvest for precise time tracking analysis.
- Generate custom reports combining Square sales and Harvest time entries.
How does Latenode handle complex data transformations between Square and Harvest?
Latenode offers no-code blocks and JavaScript steps to transform data, ensuring smooth integration even with complex data structures.
Are there any limitations to the Square and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting due to API limits.
- Advanced reporting requiring very large datasets may benefit from optimized workflows.
- Real-time synchronization depends on the API rate limits of both Square and Harvest.
