Harvest [video]

Updated 1 month ago by Michael Hulet

Integrate your Harvest account with Proposify. Start by selecting the account settings and then click on the Harvest logo.

From there, enter your Harvest subdomain (eg: if it's 'yourcompany.harvestapp.com' then enter 'your company' in the text input)

Click Login and it will ask if you give Proposify permission to access your Harvest account.

Click approve and you'll be re-directed back to Proposify. Once your account is successfully connected, you'll be able to import contacts:

 

 

Creating Projects and Invoices:

After a proposal has been marked as Won, you can create a project and generate an invoice in Harvest, by selecting the Harvest button at the top of the Proposal Snapshot page:

 

You can then create a project by selecting a start and end date, as well as inviting teammates to the project. Then select View Project.

You can also generate an invoice by selecting a percentage of the proposal to invoice and clicking Generate Invoice:


How did we do?