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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.
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Account" from Exact Online.
Add your action
An action happens after the trigger—such as "Create Client" in Harvest.
You’re connected!
Zapier seamlessly connects Exact Online and Harvest, automating your workflow.
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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.
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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.
- DivisionRequired
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
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Try ItTriggerInstant- DivisionRequired
- Expand Batch Numbers
- Expand Serial Numbers
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Event Type Copy
Try ItTriggerInstant
- DivisionRequired
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Event Type Copy
Try ItTriggerInstant- DivisionRequired
- Event Type Copy
Try ItTriggerInstant
