Connect Harvest and Sage Accounting to unlock the power of automation

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Choose a Trigger

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Select a trigger from Harvest

A trigger is an event that starts your Zap and runs the workflow. For example, with Harvest, a trigger could be "Invoice Paid."

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

Setup an action from Sage Accounting

An action is what takes place after the automation is triggered. For example, with Sage Accounting, the action could be "Create Contact Payment."

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

That’s it! You just connected Harvest to Sage Accounting

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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

Level up your Harvest to Sage Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Harvest + Sage Accounting integrations

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

How do I integrate Harvest with Sage Accounting?

To integrate Harvest with Sage Accounting, you can use an integration platform like ours to set up triggers and actions. For example, you can create a trigger for a new invoice in Harvest and an action to automatically enter that invoice into Sage Accounting.

What triggers are available for the integration between Harvest and Sage Accounting?

For the integration between Harvest and Sage Accounting, you can set up triggers such as a new project, new client, or new invoice created in Harvest.

Are there any actions I can automate from Harvest to Sage Accounting?

Yes, our integration allows you to automate actions such as creating an entry in Sage Accounting when a new invoice is created in Harvest or updating client information.

Can I sync existing data from Harvest to Sage Accounting?

Our platform primarily supports the automation of future tasks with triggers and actions. For existing data, manual imports may be necessary unless you set up customized integrations for data synchronization.

How do triggers work when integrating these two platforms?

Triggers act as events that start an automated workflow. When a specific event occurs in Harvest, like creating a new client or sending an invoice, the trigger initiates corresponding actions in Sage Accounting.

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

If data isn't syncing correctly between the two platforms, ensure your trigger-action setup is accurate. Check if required fields match and try reconnecting your accounts if issues persist.

Is there any way to automate client additions from Harvest to Sage Accounting?

Absolutely. Whenever you add a new client in Harvest, our integration can automatically create that client record in Sage Accounting using specific triggers and actions.

Connect Harvest and Sage Accounting to integrate crucial parts of your business

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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.

Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
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New Client
Triggers when a new client is added.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Project
Triggers when a project is created.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It

New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
Try It

Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
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- Name
  Required
- Address
Action
Write
- Client
  Required
- Name
  Required
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Cost Budget
- Notes
Action
Write
- Project
- Task
  Required
- Hours
  Required
- Spent Date
  Required
- Notes
Action
Write
- Project
- Task
  Required
- Spent Date
  Required
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Client ID
Action
Search
- Name
  Required
Action
Search
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Filter by Contact Name or Reference
Action
Search
- Invoice_number
Action
Search
- Name
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Filter by Contact Name or Reference
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice_number
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
Try It
New Contact
Triggers when new contact is added.
Trigger
Polling
Try It
New Invoice
Triggers when an invoice is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is added.
Trigger
Polling
Try It
New User
Triggers when a new User is added.
Trigger
Polling
Try It
Timer Started
Triggers when a timer is started.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- Client
  Required
- First Name
  Required
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- Name
  Required
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- Project
- Task
  Required
- Started Time
  Required
- Ended Time
  Required
- Spent Date
  Required
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Name
  Required
- Client ID
Action
Search
- Name
  Required
Action
Search
New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice_number
Action
Search
- Name
  Required
Action
Search
- Quote_number
Action
Search
- Name
  Required
Action
Search
- Invoice_number
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

Learn how to automate Harvest on the Zapier blog

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

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Related categories

Time Tracking Software

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.