Integrate Expensify with Harvest to automate your work

To set up the integration, you'll need to use Zapier to create a Zap with Expensify as the trigger app and Harvest as the action app. Start by selecting a trigger event in Expensify, such as 'New Expense' or 'Expense Report Approved'. Then, choose an action event in Harvest, like 'Create Project' or 'Add Time Entry' to properly configure the automation.

Yes, you can create a Zap where the trigger is an approved expense in Expensify and configure an action to add these expenses directly into a corresponding project in Harvest by using specific fields like Project ID and Cost details.

While direct invoicing isn't available through this integration, you can push expense data from Expensify into a new Harvest entry, which you can then manually compile into invoices using existing project information.

Common triggers you might set up include 'New Expense', 'Expense Report Approved', or 'New Tag Created'. Each of these can initiate actions within Harvest such as creating time entries or updating project tasks.

Supported actions in Harvest include creating projects, adding time entries, updating clients, or creating contacts. Each action corresponds with specific triggers from your chosen events in Expensify.

The Zaps typically run instantly as soon as there's a trigger event. However, there might be cases where slight delays occur depending on server loads and plan limits. Ensure your Zap settings are correct for optimal performance.

Yes, you'll need admin access or similar permissions on both platforms to enable API connections necessary for Zap creations between Expensify and Harvest. Make sure your user roles support these operations for seamless setup.