Harvest + Google Sheet + Xero

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Apps used in template

About

This template allows you to automatically calculate the total number of hours you spent working for a client during the current month. The calculated data is stored in a Google Sheet but at the same time an invoice is created for the client.

Note: In order for this template to work you need to make sure you have an existing record for each of your clients inside your Xero account. The name of each client needs to be the as the one in your Harvest account.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Conditional Format Rule

Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

Action

Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Action

Add a Row

Appends a new row to the bottom of the table.

Action

Add a Sheet

Adds a new sheet.

Action

Archive a Contact

Archives a contact with a given ID.

Action

Bulk Add Rows (Advanced)

Appends multiple rows to the bottom of the table.

Action

Bulk Update Rows (Advanced)

Updates multiple rows.

Action

Clear Values from a Range

Clears a specified range of values from a spreadsheet.

Action

Clear a Cell

Clears a specific cell.

Action

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Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

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