Harvest Your Project and Invoice Data Anywhere
Access your Harvest data anywhere, using Glances
With the Fall season in full swing, we couldn’t think of a better time to announce Harvest as one of our compatible apps. Acting as a time-keeping workhorse for teams, Harvest makes tracking projects and invoicing clients as stress-free and intuitive as possible. If you already use (or are considering) Harvest, you can simplify your workday with the ability to instantly look up customer invoices, expenses, and more details while working anywhere online, made possible by the Glances no-code integration platform.
As the apps in your SaaS stack grow, Glances empowers you with a single view of your customer insights and personal tasks across multiple apps, in real time. Working on any webpage you visit or within any app you use, Glances helps you and your team eliminate roadblocks and streamline workflows.
Available Harvest views (we call these Glances)
When Harvest is connected with Glances, you can search and view a customer’s invoices and other details within any web app or platform you prefer to work in. Start by entering any contact’s name or email address in the Glances Search tab, or use Glances Highlight and Search feature to auto-search. From there, any available data related to your contact will appear, filtered and organized per connected app. Scroll through the list and click to view the details. If you need to jump out of Glances and view anything directly in an app, just click on our handy external link to make it happen.
Below is the current list of Glances available for Harvest. Need to see a specific view or data set? Contact our team to discuss custom options for your business.
- Harvest List of Invoices for a Client
- Harvest Invoice Line Items
- Harvest List of Expenses for a Client
Simplify tasks and workflows with Actions
Glances Actions are a time-saving feature that help you complete tasks in other apps without navigating away from the current web app, platform, or webpage you are working in. For example, you can stay focused in your CRM platform while simultaneously creating a new estimate, invoice, or application for a customer – no need to toggle to other apps to handle each task.
If you have an action in mind for any of your apps connected with Glances that will make your workday simpler, use our Request an Action calendar to select a time to briefly discuss your current apps and needs with our team.
Getting started with Glances and Harvest
Immediate ways to view your Harvest data using Glances
1. By Browser
Once the Glances browser extension is installed and you have connected your favorite apps, there are a few ways to access the data you need:
✔️ Click the Glances widget in the corner of the page to begin a manual search or view your upcoming tasks.
✔️ Click on any Glancey-stamped email address on any webpage you are viewing to see related data.
✔️ Try Glances Highlight and Search to auto-search by name, email, order numbers, and more criteria.
✔️ Use the My Daily Glances tab to view your personal tasks across apps: scheduled meetings, to-dos, and more.
2. By Web and Mobile
If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.
3. By Other Apps
Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.
Glances is your go-to hub for multiple apps, not just Harvest
You and your team already depend on Harvest every day for project tracking and client invoicing, but we realize you likely spend a lot of time in other applications important to your job. Finding both personal tasks and customer insights within various web apps is a huge, time-consuming struggle. Allow Glances to bring your favorite apps together, securely showing your data in a single view from whatever app you are using.
Integrate Harvest with all your favorite apps, using Glances
Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect Harvest when you are logged in to your Glances account.
More helpful steps
Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.