We’re really excited to announce Harvest’s integration with Highrise, a web-based contact management application developed by 37signals. For our customers who depend on Highrise for managing their customers, this integration will make your life a lot easier.
Here is a short, 2-minute video to show you how the integration works:
The integration set up is simple: just go to Manage > Account Settings and put in your Highrise log-in credentials, and that’s it. Harvest will verify the credentials and pull in all necessary info.
Import Clients and Client Contacts
Go to Manage > Clients, and with just a click of a button, you’ll see all the companies in your Highrise account, and you can choose which ones to import. On the next step, you can then choose which people under each company to import. These are your client contacts – whom you can send invoices to. Harvest will pull in the contact details and map them to the appropriate fields.
Import Won Deals
In Highrise you can track deals (or proposals). Once you win a deal, just go to your Harvest account under Manage > Projects, and you can import that won deal and start tracking time for the newly won project! Another neat thing about this integration is that if the won deal belongs to a new client that’s not yet in your Harvest account, the integration will automatically add that client to your account. The details are all taken care of for you – all you need to worry about is winning that deal!
If you’re a Highrise user looking to give Harvest a try, feel free to sign up for our free trial and give the integration a spin. You’ll be tracking time and sending invoice in no time!
Big thank-you to our very own Barry Hess for making the Harvest + Highrise integration possible.