Exact Online + Harvest Integration

Integrate Exact Online to Harvest in one click, or tell Integrately AI how you want each contact handled. Track billable hours, create clients and projects, update accounts, and streamline your billing automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Harvest
    Expense is added in Harvest
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
Arrow Right
2.
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Harvest
    Find task by ID in Harvest
  • Harvest
    Find project by ID in Harvest
  • Harvest
    Find client by ID in Harvest
  • Harvest
    Create time entry with start and end time in Harvest
  • Harvest
    Create project in Harvest
  • Harvest
    Create timesheet entry in Harvest
  • Harvest
    Create task in Harvest
  • Harvest
    Create client in Harvest
  • Harvest
    Create and start timer in Harvest
  • Harvest
    Create contact in Harvest

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Ready WorkflowsReady Workflows   for Exact Online + Harvest Integration

Capture new contacts, create matching clients, track time entries, and sync projects, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Exact Online + Harvest flow

Sync billing and project records across your team tools, notify stakeholders, and automate follow-ups. Pick a combination and activate it in one click.

Exact Online
Harvest
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
TrelloTrello (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
StripeStripe (3)
E
H
S
Add every new Exact Online contact to Harvest as a client, and notify your sales channel in Slack
New Exact Online contacts become Harvest clients instantly while your Slack sales channel gets an alert, eliminating manual data re-entry.
H
E
S
Log every new Harvest expense in Exact Online, and alert your finance channel in Slack
Harvest expenses sync directly to Exact Online while posting a summary in Slack for immediate financial visibility.
H
E
S
When a Harvest invoice is paid, update the matching Exact Online account and post the payment update in Slack
Paid Harvest invoices update your Exact Online accounts immediately and alert your team in Slack.
H
E
S
When a Harvest project is added, create a matching project in Exact Online and announce it in Slack
New Harvest projects are automatically created in Exact Online and broadcasted to your team on Slack.

Supported triggers and actions for Exact Online and Harvest

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search contact by first name in Exact Online
Searches for a contact by first name
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Create contact in Exact Online
Creates an contact
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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Create document in Exact Online
Creates a new document
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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Harvest
Harvest Triggers & Actions
Expense is added in Harvest
Triggers the automation when a new expense is added
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Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
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Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
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Task is added in Harvest
Triggers the automation when a new task is added
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Project is added in Harvest
Triggers the automation when a new project is added
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Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
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Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
Try it →
Invoice is added in Harvest
Triggers the automation when a new invoice is added
Try it →
Client is added in Harvest
Triggers the automation when a new client is added
Try it →
Contact is added in Harvest
Triggers the automation when a new contact is added
Try it →
Person is added in Harvest
Triggers the automation when a new person is added
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Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
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Find project by ID in Harvest
Retrieves a project by its unique identification number
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Find client by ID in Harvest
Locates a client based on their unique identification number
Try it →
Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
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Create project in Harvest
Creates a new project
Try it →
Create timesheet entry in Harvest
Creates a new timesheet entry
Try it →
Create task in Harvest
Creates a new task
Try it →
Create client in Harvest
Generates a new client profile
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Create and start timer in Harvest
Creates and starts a timer for tracking time
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Create contact in Harvest
Adds a new contact to the database
Try it →

What can you automate with Exact Online + Harvest?

Connect Exact Online and Harvest to eliminate manual data entry across client records, invoices, projects, and time tracking.

What you can automate?
🔄
Sync Exact Online contacts to Harvest clients automatically
Whenever a new contact is created or updated in Exact Online, a corresponding client profile is instantly generated in Harvest. Keep your billing software updated without manual data entry.
📋
Map every submitted field across both platforms
Transfer names, contact details, and account metadata seamlessly between Exact Online and Harvest. Ensure your client profiles contain complete and accurate information.
🔔
Alert your team when invoices are paid
Trigger instant team notifications in Slack or email whenever a Harvest invoice is paid. Keep finance and management informed in real time.
🔀
Route records based on submitted criteria
Evaluate invoice amounts or project parameters to direct actions appropriately. Automate specialized handling for enterprise accounts versus standard clients.
📝
Keep accounting records updated as accounts change
Automatically update Exact Online account statuses whenever corresponding records or invoices are modified in Harvest. Maintain synchronized data across your financial stack.
🔍
Search and update instead of creating duplicates
Look up existing bank accounts, items, or contacts in Exact Online before performing updates. Prevent redundant records and keep your database clean.
Handle project and invoice status changes instantly
React immediately when invoices are paid, expenses are added, or projects are created in Harvest. Keep downstream systems perfectly synchronized.
🔌
Extend your workflow to team communication tools
Connect your core Exact Online and Harvest integration with Slack or Gmail to notify stakeholders. Build multi-app pipelines that automate your entire operational routine.
And much more...

Who is Exact Online + Harvest integration for?

Teams managing billable hours, client records, and financial accounting benefit from automated data synchronization between Exact Online and Harvest.

Finance Teams
Finance Teams
Project Managers
Project Managers
Agency Owners
Agency Owners
Billing Specialists
Billing Specialists
Operations Leads
Operations Leads
Client Success Managers
Client Success Managers
📊
Finance Teams
You're reconciling paid invoices and expenses in Exact Online while billing hours in Harvest, but manual data entry causes reporting discrepancies — with this integration, every financial record syncs instantly and your ledger stays accurate.
⏱️
Project Managers
You're setting up new client engagements in Harvest, but tracking projects separately in Exact Online leads to administrative delays — connecting these apps means every project update flows automatically into your accounting platform.
🏢
Agency Owners
You're onboarding new clients by hand across billing and accounting software, but human error results in missing client profiles — automating both apps means contact updates create verified billing profiles instantly.
💳
Billing Specialists
You're waiting for invoice payments to clear in Harvest before updating your Exact Online accounts, but manual status checks slow down cash flow visibility — this integration means paid invoices update your accounting records immediately.
⚙️
Operations Leads
You're maintaining client databases across multiple standalone tools, but scattered records cause communication breakdowns across teams — automating this workflow means your customer data stays synchronized everywhere.
🤝
Client Success Managers
You're logging new client interactions in Exact Online, but billing departments need those contacts in Harvest for project assignments — this integration means client records propagate instantly without manual copy-pasting.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Harvest

Build and manage your Exact Online + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Harvest?
Frequently Asked Questions
You can connect Exact Online to Harvest in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your exact requirements. It links seamlessly with Slack, Google Drive, HubSpot, and 1,500+ other apps.
Can I automatically create a Harvest client when an Exact Online contact is added?
Frequently Asked Questions
Can I connect Exact Online, Harvest, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Harvest?
Frequently Asked Questions
How are Exact Online contacts and accounts synced with Harvest?
Frequently Asked Questions
Can Harvest invoices update Exact Online accounts automatically?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Harvest?
Frequently Asked Questions
Is the Exact Online and Harvest integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Harvest With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
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Harvest
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Sync Harvest with invoicing, time-tracking, and reporting apps to optimize your billable hours and revenue.
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