How to integrate Google Sheets with Harvest to create an invoice in Harvest when a row is updated in Google Sheets

In business, managing an efficient workflow is very important. Especially, tasks like issuing invoices and updating data can be time-consuming, so automation can help reduce work time. This time, we will introduce in detail how to create invoices in Harvest when a row is updated in Google Sheets. By automating this process, you can eliminate manual work, enable accurate and quick billing, and improve business efficiency. We will also explain how to easily set up integration using no-code tools, so please read to the end. Recommended for: - Those who use Google Sheets and Harvest regularly - Those who want to ensure the accuracy of Harvest data and prevent input errors - Those who feel challenged by the efficiency of data sharing Benefits and Examples of Integrating Google Sheets and Harvest Benefit 1: Improved Work Efficiency Since invoices are automatically generated in Harvest based on data from Google Sheets, manual work is no longer necessary. For example, when the sales department enters billing data into Google Sheets at the end of the month, that information is quickly reflected in Harvest and invoices are issued. This reduces the burden of manual work and human error, and is expected to improve the productivity of the accounting department. Benefit 2: Ensuring Data Accuracy By automatically entering information from Google Sheets into Harvest, you can prevent input errors in billing amounts and client information. For example, if working hours and contract amounts for each project are recorded in Google Sheets, you can create invoices that accurately reflect this information. This helps avoid troubles with clients and the need for invoice corrections, and is expected to improve business reliability. Benefit 3: Smooth Information Sharing By automatically integrating Google Sheets and Harvest, it becomes easier to share data between departments, leading to smoother business coordination. For example, when the sales department enters contract terms into Google Sheets, it is quickly reflected in the accounting department's Harvest, speeding up the billing process. This strengthens inter-departmental collaboration and is expected to improve overall efficiency. From here, we will set up using Yoom's template "Create an invoice in Harvest when a row is updated in Google Sheets."

[About Yoom]

How to Create an Invoice in Harvest When a Row is Updated in Google Sheets

You can receive updates from Google Sheets via the Google Sheets API and create invoices through the API provided by Harvest. By utilizing the no-code tool Yoom, you can easily automate this process without any programming knowledge.

The steps for this integration flow are broadly as follows:

Integrate Google Sheets and Harvest with My Apps
Copy the template
Set up triggers and actions
Finally, verify that the trigger is activated correctly

Preparation

1) First, access the official Yoom website and create an account. Yoom Account Creation Page If you already have an account, please log in.

2) In this flow, we use a Google Sheet like the one below as a trigger. Please prepare a Google Sheet with the necessary information entered.

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Step 1: Integrate Google Sheets and Harvest with My Apps

1) After logging into your Yoom account, register the apps you will use next. Click "My Apps" and select "New Connection."

2) A list of apps that can be connected with Yoom will be displayed. Use the search box at the top to search for the two apps you will use this time, "Google Sheets" and "Harvest," one by one.

Once you have selected Google Sheets, log in with your Google account.

Similarly, once you have selected Harvest, log in with the account you will use.

3) Once registration is complete, an icon will be displayed in My Apps. After completing the app registration, check if the icon is displayed.

Step 2: Copy the Template

Click the banner below.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will be displayed, so please click "OK".

When this screen is displayed, the copy has been completed successfully.

After that, you can click on the title or details to edit them.
There is a "!" icon displayed on the right side, so click them in order to set the operations.
The copied template is saved in "My Projects" and can be opened and used from there.

Step 3: Set the Trigger

Click on "App Trigger: When a row is updated".

Step 4: Set Google Sheets Action

1) Select the action "When a row is updated" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the subscription plan.
Please refer here for details of each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
The spreadsheet ID can be selected from the candidates if the app registration is complete.
Once the selection is complete, click "Test", and after a successful test, click "Save".

Step 5: Set Harvest Action

1) Return to the flow and click the "Integrate with App: Create Invoice" icon.

2) Select the action "Create Invoice" and click "Next".

3) Enter the required information.

You can utilize the output information from the Google Sheets obtained earlier to input.
Select from the candidates as needed, and once the input is complete, click "Save".

This completes the flow of 【Creating an Invoice in Harvest when a row is updated in Google Sheets】.

Step 6: Test and Verify

Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Activate the flow bot and verify that it operates correctly.

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Here is the template used this time.

Other Automation Examples Using Google Sheets and Harvest

There are many other examples of automation using Google Sheets and Harvest on Yoom, so here are a few to introduce.

1. Update Harvest Client Information When a Row is Updated in Google Sheets This template allows you to automatically update Harvest client information when a row is updated in Google Sheets.
For example, when you enter new department names or contact information into Google Sheets, that information is quickly reflected in Harvest.
This helps prevent duplicate data management, reduces the effort of manual updates, and improves the accuracy of information.
It is especially useful when sharing information across multiple departments and is expected to significantly improve operational efficiency.

2. When a row is added in Google Sheets, create a task in Harvest
This template allows you to automatically create a task in Harvest when a row is added in Google Sheets.
For example, when you enter information such as deadlines in Google Sheets, the same task is quickly registered in Harvest.
This enables task information to be shared among different departments, improving management efficiency while preventing input errors.
Additionally, it increases the transparency of task management, which is expected to facilitate smooth project progress.

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3. Create a user in Harvest when a row is added in Google Sheets
This template allows you to automatically create a new user in Harvest when a row is added in Google Sheets.
For example, when you enter user information into the spreadsheet, the corresponding department's user is registered in Harvest.
This eliminates the need for manual user registration, helps prevent registration errors, and allows for speedy team management.
Additionally, it streamlines the updating of personnel information, reducing operational burden.

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Summary

In this blog, we introduced a method to integrate Google Sheets with Harvest to automatically create invoices when rows in the spreadsheet are updated.
This integration can reduce the burden of manual billing processes and improve operational efficiency.
Additionally, it enables quick and accurate billing, which can enhance reliability with clients.
Furthermore, by utilizing Yoom, you can easily set it up without any specialized knowledge.
This automation also facilitates smooth data sharing between departments, potentially improving overall operational efficiency.
Take this opportunity to try integrating Google Sheets with Harvest.
Let's achieve a more efficient workflow together!