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Discover our comprehensive guide on how to seamlessly integrate Bubble.io with Harvest, boosting your project management efficiency.
Harvest is a web-based time tracking and invoicing application which is designed to simplify administrative tasks for businesses. This software provides an extensive set of features that help businesses track time, log expenses, and manage projects. There are also tools for creating professional invoices, managing client information, and running reports to analyze business operations. Furthermore, Harvest can integrate with other productivity tools to streamline work processes. It’s popular among freelancers, small businesses and large corporations.
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Step 1: Create Your Bubble.io and Harvest Accounts
First, if you haven't already, you need to create accounts with both Bubble.io and Harvest.
Visit Bubble.io's website to create an account. Follow the prompts and fill out their registration form. Make sure your account information is secure.
Next, head over to the Harvest website to create your account. Just like with Bubble.io, you'll need to follow the site's prompts and complete the registration form.
Step 2: Create a New Bubble.io Application
The next step involves creating a new Bubble.io application. After signing into your Bubble.io account, you will see a primary dashboard with a 'New Application' option. Click this, then fill out the provided form by giving your project a name and choosing the template that fits your needs best.
Step 3: Access the Bubble.io Plugin Menu
From your Bubble.io application dashboard, navigate to the 'Plugins' tab located in the left sidebar. Plugins extend the functionality of your Bubble.io app and provide integrations with third-party services like Harvest.
Step 4: Add the Harvest Plugin
On the Plugin page, click the 'Add Plugins' button. A dialogue box will appear where you can browse or search for plugins. In the search bar type 'Harvest', and select the Harvest-related plugin.
Step 5: Install and Configure the Harvest Plugin
After finding and selecting the Bubble.io Harvest plugin, click the 'Install' button. This will add the plugin to your Bubble.io application.
After installation, a new tab labeled 'Harvest Plugin' will appear on your application's settings page. Navigate to this tab to proceed with the configuration process.
Step 6: Obtain Your Harvest API Key
The Harvest plugin will require your Harvest API Key to function. To find your API key, log in to your Harvest account. Click your profile picture in the upper right corner. A dropdown menu will appear, select 'My Profile', then navigate to the 'API Key Info' section.
Copy the API key provided here. This key is sensitive information, so be sure to keep it private.
Step 7: Insert Your Harvest API Key
Head back to your Bubble.io application and navigate to the 'Harvest Plugin' configuration section. Here you will find a field called 'API Key'. Paste your Harvest API key into this field and hit 'Save'.
Step 8: Test the Integration
Finally, the last step is to test the integration. Try using a function from the Harvest plugin in the Bubble.io application, and see if it works without throwing any errors. If it does, then you've successfully integrated Bubble.io with Harvest.
Remember that Bubble.io has a helpful debugging tool in the bottom left of the application builder interface. This tool can be useful for troubleshooting any potential issues.
Scenario: A web development team is working on a project and wants to improve its task and time management. They use Bubble.io to build customized web applications for their clients and Harvest to track their work time and generate invoices. Additionally, they want to automate their time tracking for each task within the project.
Solution: Integrating Bubble.io with Harvest
Web Application Development: The team uses Bubble.io for designing and building web applications for their clients. Each application involves a series of tasks that are assigned to different members of the team.
Setting Up the Integration: The team installs the Harvest plugin in Bubble.io and configures it with their Harvest API key. They then set up workflows in Bubble.io that are triggered whenever a task starts and ends.
Time Tracking Workflow:
When a team member starts working on a task, the workflow is triggered in Bubble.io. Task details like the task name, start time, and assigned team member are sent to Harvest using the configured Harvest plugin action. A new timer is started in Harvest with these details.
Similarly, when a task ends in Bubble.io, it triggers another workflow. The task name, end time, and total time taken are sent to Harvest, stopping the timer and documenting the total time spent on the task.
Invoicing and Reporting in Harvest: The team uses the tracked time data to invoice their clients. They can also create detailed reports to analyze their time efficiency per task, project, team member, and more.
Monitoring and Analytics: The integration not only allows seamless tracking of time for each task but also provides insights on resource allocation, productivity, and project profitability.
Benefits:
Efficiency: Automating time tracking saves manual effort, improves accuracy, and allows team members to focus more on the task at hand.
Accurate Invoicing: The integration with Harvest means accurate, data-driven invoices that reflect the consistent work done on the project.
Productivity Analysis: Analyzing tracked data provides insights into team productivity and can help identify areas for improvement.
Improved Profit Margins: By understanding how time is used in their projects, the team can increase their efficiency and improve profit margins.
By integrating Bubble.io with Harvest, the web development team improves its project management. The process is more transparent, organized, and efficient, leading to timely project delivery, accurate billing, and ultimately, increased client satisfaction.
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