Akita provides a Customer Success solution that works with Harvest

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Harvest In Brief
Founded 2006
Founder(s) Danny Wen and Shawn Liu
Headquarters New York City, NY, USA
Price Plans from $12
Website Visit 
Company Profile

Harvest

Harvest is a web-based time tracking and invoicing application relied on by professional services businesses in over 100 countries. The company is based in New York City and was founded in 2006 by Danny Wen and Shawn Liu, who started out running a web design studio called Iridesco.

Harvest features include:

  • Simple time tracking
  • Expenses
  • Fast online invoicing
  • Estimates
  • Powerful reports

The software also allows you to track budgets and surface the true cost of your projects. You can use Harvest in your web browser, on your desktop, or on your mobile. The company has extensive security and privacy features to ensure client data is safe and secure.

Harvest offers plans starting at $12 per month per user. There is a free plan available for solo users. Everyone is welcome to a 30-day free trial to evaluate the product.

Data Retrieved

Information We Request

When you connect Harvest with Akita, we automatically collect information on the following:

Organization Every 6 hours
Person Every 6 hours
Invoice Every 6 hours
User Every 6 hours
Project Every 6 hours
Connection Instructions

How to Connect Harvest and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select Harvest from the list of available integrations.

Harvest

  • Fill in the form to complete the connection. For this, you will need your Web Address from your Harvest account.
https:// Web Address .harvestapp.com
Required
Submit
  • That's it – all done!
Integration Results

Your Harvest Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Harvest data.
Bresler's Ice Cream

Invoice Created

  • Invoice Number A2D1234567
  • Amount 99
  • Currency USD
  • Date Issued 22 September 2018 @ 12:27 PM
  • Date Due 27 September 2018 @ 12:27 PM
  • Status Due
Created on 22 September 2018 @ 12:27 PM
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your Harvest account, and from your other business tools.
Renewal Harvest Within Within 30 Days 30 Days AND +
MRR Chargebee More Than > $1000 1K AND +
Ticket Zendesk Status Status Open Open

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding

134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating Harvest with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

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By supplying my contact information and clicking "Request a demo", I authorize Akita to contact me (via email and/or phone) with more information or to schedule a private demonstration.

Have questions about how Akita Integrates with Harvest?

We'd love to hear them! Just email us at hello@akitaapp.com.