Support / FAQ

Harvest Integration with Quote Roller


Focus:
The focus of this document is to provide you steps on how to integrate Harvest into your Quote Roller Account.

What does the integration do? This integration will allow you to sync your Harvest contacts into Quote Roller and be able to create invoices in Harvest from Quote Roller Proposals.

Step 1: Login into Your Quote Roller Account.

Step 2: Click on Settings, then click on “Integrations”. Find the Harvest Integration and click on the “Enable” button.

Settings - Integrations -Harvest

Step 3:  Connecting Harvest with Quote Roller.
A. Login into Harvest and/or Click the “Approve” button in order for your Quote Roller to gain access to your Harvest Account.

Confirm Harvest Connection

Step 4: Once the integration has been completed, the next display will be with Quote Roller and now you can “Sync” your Harvest Contacts with Quote Roller. Click Sync to start the process.

Harvest Settings
A. Sync contacts.  Click the sync button. After this has been completed, you will receive an email message from Quote Roller that the contacts have been imported. For your convenience with also provide you with a .TXT file of the contacts that were imported into Quote Roller.
B. Create Invoice in Harvest. Be sure to check this box if you would like to create invoices in Harvest from Quote Roller.

Congratulations, you have successfully integrated your Harvest clients into Quote Roller!

Step 5: Viewing your Harvest Clients in Quote Roller. Click on Clients. Any client that has the “Harvest” icon came from Harvest.

Client Harvest

Step 6: Create an invoice in Harvest from Quote Roller. Go through the proposal process and either Send the proposal to your client or use “Save As Sent”. On the right, you will see the option to create an invoice with Harvest.

Integrations - Proposal Overview - Harvest

Step 7: Re syncing and reviewing the last sync. Click on  Clients > Import Contacts.

Clients - Import Contacts - Harvest

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Posted in: Integrations