How to integrate Google Sheets with Harvest to update client information in Harvest when a row is updated in Google Sheets

You need to handle client data carefully, don't you? In some cases, discrepancies in financial matters may arise, or you might inconvenience clients. However, doesn't it feel a bit tedious to meticulously check all client data every time?
So this time, we introduce an app integration that automatically updates client information in Harvest.
If you are reflecting client information that is managed in detail in Google Sheets into Harvest, you might be able to reduce the hassle of data management. Please make use of it to improve work efficiency.

Recommended for

Those who manage client information in detail with Google Sheets
Those who manually transfer client information from Google Sheets to Harvest
Those who want to simplify the process of updating client data in Harvest
Those who want to avoid missing updates to client data in Harvest

Benefits and Examples of Integrating Google Sheets and Harvest

Benefit 1: Always access the latest data

By performing this app integration, when you update client information in Google Sheets, the client information in Harvest will also be automatically updated. Therefore, both Google Sheets and Harvest data should always remain up-to-date.
For example, have you ever experienced discrepancies between Google Sheets and Harvest data and not knowing which one is the latest? This can happen when only one tool is updated and the other is not.
By performing this app integration, the likelihood of such situations occurring is expected to decrease.

Benefit 2: Reduce repetitive tasks

To reduce repetitive tasks, integrating Google Sheets and Harvest apps is recommended.
For example, when updating client data in both tools, you would typically update one tool and then update the other. While this is a common task, it might feel a bit tedious.
By introducing automation through app integration, you can increase the possibility of reducing repetitive tasks, as updating only Google Sheets will automatically update Harvest as well.

Benefit 3: Share accurate information

Since updating Google Sheets will automatically update Harvest, client data is expected to always maintain accurate information.
For example, when manually reflecting Google Sheets data in Harvest, there was a possibility of transferring incorrect data due to typing errors.
However, by introducing automation, the data from Google Sheets will be reflected as is, making discrepancies due to transcription errors less likely.
This may make it easier to share accurate client information with other members.

Now, let's explain how to use the no-code tool Yoom to "update client information in Harvest when a row is updated in Google Sheets."

[What is Yoom]

How to Update Client Information in Harvest When a Row is Updated in Google Sheets

First, obtain the updated data in Google Sheets using the Google Sheets API.
Then, use the Harvest API to receive the updated data and rewrite the client information.
Generally, programming knowledge is required to achieve such integration, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The integration flow this time is broadly divided into the following processes.

Integrate Google Sheets and Harvest with My App
Set up to launch Google Sheets
Set up to update Harvest client data
Turn on the trigger button and verify the integration operation between Google Sheets and Harvest

First, register with Yoom. Yoom offers a 2-week trial. You can actually operate it and check the usability.

Step 1: Integrate Google Sheets and Harvest with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integrating Google Sheets with Yoom

1. Search

Click the Google Sheets icon.

2. Sign In

Click the red frame.

3. Select Account

Select the account to integrate.

After confirming and agreeing, press Next.

4. Integration Complete

The screen will change, and if the above display appears, the integration is complete.

5. Prepare Google Sheets
‍Let's prepare the Google Sheets to be integrated with Harvest.

‍

At this time, be sure to create the items " Client ID" and "Updated Date"

The Client ID can be confirmed from the client details screen in Harvest.

The sequence of numbers in the red frame part of the URL corresponds to this. Enter this number into Google Sheets.

The updated date was set as shown in the image.
Note that it is not necessary for other items to be as shown in the image. You can integrate by adding "Client ID" and "Updated Date" to the Google Sheets you usually use.

Integrating Harvest with Yoom

1. Search

Click the Harvest icon.

2. Sign In

You will move to the Yoom integration permission screen. After confirming the contents, if you can approve, click the green button.

3. Integration Complete

The screen will change, and if the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the migrated screen
3. If you haven't registered with Yoom yet, please register
※ If you have already registered, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. You will be taken to a page like the image, so let's proceed with detailed settings. Step 3: Google Spreadsheet Launch Settings 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click "【Copy】Update Harvest client information when a row is updated in Google Spreadsheet". 3. Select App Trigger Click "When a row is updated" on the Google Spreadsheet icon. Since the title and other settings are complete, press Next. 4. Set the trigger launch interval Set the launch interval. Triggers can be set to launch at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest launch interval varies depending on the plan. 5. Enter ID Follow the supplement at the bottom of the box and set it from the candidates. Click the box. Since the data from the Google Spreadsheet will be displayed in a list, click and insert the one you want to link with Harvest. Similarly, set the sheet ID. 6. Enter table range, etc. Specify the table range, etc. This time, the table range of the prepared Google Spreadsheet is A to E. The column that does not overlap with others is set as F's Client ID. The column you want to detect updates for is the update date in E. After editing the column where you set this item, by editing the "Update Date" last, the Harvest client information will also be updated. Therefore, the settings will be as shown in the image. 7. Run the test Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save. Step 4: Set up to update Harvest client data 1. Link with the app Click "Update Client" on the Harvest icon. Since the title and other settings are complete, press Next. 2. Set required items Set the required items. Click inside the Account ID box. Since the Account ID will be displayed in a list, select and insert the account for which you want to automatically update client information. Next is the Client ID setting. Click the box. Click the Google Spreadsheet icon. The data already registered in the linked Google Spreadsheet will be displayed in a list. Click and insert the data equal to the Client ID from there. Once inserted, it will look like the image. If there is other data you want to register, insert it in the same way. 3. Run the test Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save. 4. Turn on the trigger When the creation of the Flowbot is complete, the display will appear as shown above. The trigger is initially set to OFF, so turn it ON. This completes the app integration. The Flowbot template used this time: Update Harvest client information when a row is updated in Google Spreadsheet

Other Examples of Automation Using Google Sheets and Harvest

Here are some other examples of automation using Google Sheets and Harvest.

1. Create a User in Harvest When a Row is Added in Google Sheets

You can also automate the creation of users. This can likely help prevent any omissions.

‍

2. Create a task in Harvest when a row is added in Google Sheets

It is also possible to automate the creation of tasks in Harvest. Reduce input work and improve operational efficiency.

‍

3. Create a box in Streak when a row is added in Google Sheets

Yoom also supports integration with Streak. Why not implement automation and effectively utilize each tool to improve your business operations?

‍

Summary

By implementing this integration, you can update Harvest client data simply by updating Google Sheets. This eliminates the need to enter the same information into two tools, reducing redundant work and making data entry easier.
Additionally, it increases the likelihood of preventing update omissions, ensuring that correct data is stored.
Yoom allows for app integration without programming knowledge, making it accessible for those who have previously given up on automation. Please take this opportunity to try it out.