Integrate Exact Online with Harvest to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Exact Online with Harvest - no code necessary. See how you can get setup in minutes.

Select a trigger from Exact Online

A trigger is an event that starts your Zap and runs the workflow. For example, with Exact Online, a trigger could be "New or Updated Account."

A trigger is the event that kicks off your automated workflow.

Setup an action from Harvest

An action is what takes place after the automation is triggered. For example, with Harvest, the action could be "Create Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Exact Online to Harvest

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Learn about AI automation

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Frequently Asked Questions about Exact Online + Harvest integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Exact Online and Harvest

How do I connect Exact Online with Harvest for data synchronization?

To connect Exact Online with Harvest, you first need to create an account on our platform. Once you’ve done that, navigate to the integrations section and select both Exact Online and Harvest. Follow the prompts to authorize access to both services, ensuring that you have admin rights or necessary permissions on both platforms.

What triggers and actions are available in the Exact Online and Harvest integration?

The integration supports a variety of triggers such as new or updated customers in Exact Online and new time entries in Harvest. Corresponding actions include creating invoices in Exact Online when a project is completed in Harvest or updating project details when there are changes in Harvest's time entries.

Is it possible to automate invoice creation from Harvest projects into Exact Online?

Yes, it is possible to automate this process. By using our integration, you can set a trigger for completed projects in Harvest which will automatically create an invoice in Exact Online using predefined templates or custom mappings.

Can I map custom fields between Exact Online and Harvest during the integration?

Our platform allows mapping of basic fields by default, but if you need custom field mapping, you can configure this via the advanced settings. Ensure both platforms have matching fields labeled accurately for successful mapping.

How often will my data sync between Exact Online and Harvest?

The synchronization frequency depends on your selected plan. For most plans, data will sync every 15 minutes by default. However, we offer configurations that allow real-time syncing if required by your workflow.

What should I do if my data isn't syncing correctly between Exact Online and Harvest?

If you experience issues with data syncing, first check your connection status on the dashboard. Ensure all authorizations are up-to-date and no changes have been made to permissions. If problems persist, consult our support team who can help diagnose any underlying issues.

Are there any limitations when integrating Exact Online with Harvest?

While most features are fully supported, note that certain complex workflows involving multi-stage approvals may require manual intervention due to platform constraints. Refer to the feature list on our site for detailed information about limitations of specific triggers or actions.

Connect Exact Online and Harvest to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

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Connect Exact Online and Harvest to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Division
  Required
- Event Type
Trigger
Instant
Try It
- Division
  Required
- Event Type
Trigger
Instant
Try It
- Division
  Required
- Event Type
- Expand Batch Numbers
- Expand Serial Numbers
Trigger
Instant
Try It
- Division
  Required
- Event Type
Trigger
Instant
Try It
- Division
  Required
- Event Type
Trigger
Instant
Try It

- Division
  Required
- Event Type
Trigger
Instant
Try It
- Division
  Required
- Event Type
Trigger
Instant
Try It

- Division
  Required
- Event Type
- Expand Account Details
Trigger
Instant
Try It
Create Purchase Entry
Creates a Purchase Entry in Exact Online
Action
Write
Create Account
Creates an account in Exact Online.
Action
Write
Create Bank Account
Creates a Bank Account in Exact Online
Action
Write
Create Bill of Material (Bom) Material
Creates a Bill of Material (BOM) Material
Action
Write
Create Contact
Creates a new contact in Exact Online.
Action
Write
Create Cost Unit
Creates a Cost Unit in Exact Online
Action
Write
Create Document Attachment
Creates a Document Attachment in Exact Online
Action
Write
Create Goods Receipt
Creates a Goods Receipt in Exact Online
Action
Write
Create Sales Invoice From Sales Order
Creates a Sales Invoice from a Sales Order in Exact Online
Action
Write
Create Project
Creates a Project in Exact Online
Action
Write
Create Purchase Invoice
Creates a Purchase Invoice in Exact Online
Action
Write
Create Quotation
Creates a Quotation in Exact Online
Action
Write
Create Sales Invoice Line
Creates a Sales Invoice Line in Exact Online
Action
Write
Create Sales Item Price
Creates a Sales Item Price in Exact Online
Action
Write
Create Sales Order Line
Creates a Sales Order Line in Exact Online
Action
Write
Create WBS Activity
Creates a WBS Activity in Exact Online
Action
Write
Delete Contact
Deletes a Contact in Exact Online
Action
Write
Delete Sales Invoice Line
Deletes a Sales Invoice Line in Exact Online
Action
Write
Delete Sales Order Line
Deletes a Sales Order Line in Exact Online
Action
Write
Delete Subscription Line
Deletes a Subscription Line in Exact Online
Action
Write
- Download URL
  Required
Action
Write
Send Sales Order
Sends a Sales Order in Exact Online
Action
Write
Update Account
Updates an Account in Exact Online.
Action
Write
Update Bank Account
Updates a Bank Account in Exact Online
Action
Write
Update Cost Center
Updates a Cost Center in Exact Online
Action
Write
Update Opportunity
Creates an Opportunity in Exact Online
Action
Write
Update Sales Order Line
Updates a Sales Order Line in Exact Online
Action
Write
Find Profit Loss Overview
Finds the Profit Loss Overview in Exact Online
Action
Search
Find Account(s)
Finds one or multiple Accounts in Exact Online
Action
Search
- Division
  Required
- Timestamp
  Required
Action
Search
Find Bank Entry
Finds a Bank Entry in Exact Online.
Action
Search
Find Cost Center
Finds a Cost Center in Exact Online
Action
Search
- Status
  Required
Action
Search
Find General Ledger Account
Finds a General Ledger Account in Exact Online
Action
Search
Find Item
Finds an item in Exact Online.
Action
Search
Find Opportunity
Finds an Opportunity in Exact Online
Action
Search
Find Project Time Transaction
Finds a Project Time Transaction in Exact Online
Action
Search
Find Purchase Invoice
Finds a Purchase Invoice in Exact Online
Action
Search
Find Quotation
Finds a Quotation in Exact Online
Action
Search
Find Sales Entry
Finds a Sales Entry in Exact Online
Action
Search