Automation

  • 4 min read

How to Get More Out of Harvest Via Zluri’s Integration?

Team Zluri

5th September, 2023

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IT managers face the constant challenge of optimizing tools and systems to enhance productivity and efficiency. One powerful solution to streamline your workflow is Harvest, the popular time-tracking and invoicing software. However, to make the most of it, it's essential to seamlessly integrate Harvest with Zluri, a comprehensive platform for managing various software applications.

Harvest simplifies time tracking for your business. You can easily start a timer on your desktop, phone, or browser to keep track of time spent on various clients and projects. Plus, you can make use of Zluri’s integrations with popular tools like Asana, Basecamp, and Trello to track time seamlessly.

Once you've recorded your time, Harvest transforms this data into helpful reports. These reports provide essential insights into your business, showing you where your team's time is utilized and how well your projects align with their budgets.

When your project is complete, Harvest streamlines the invoicing process. You can effortlessly create an invoice, send it to your client, and receive payments online. It's a straightforward and efficient way to manage your time and finances.

However, the challenge arises when you manually manage the tasks within Harvest. This is where Harvest's integration with Zluri takes the spotlight. By seamlessly integrating with Zluri, Harvest takes its capabilities to the next level, addressing the challenges that have been a constant headache for IT managers.

This connection isn't just about visualizing data but also about responsible data management. You can gain insights without sacrificing security, giving you the confidence to use data as a strategic asset.

Let’s see how Zluri does it.

Streamline Tasks in Harvest with Zluri’s Automation Capabilities

Boost your efficiency with Zluri's automation features, which can handle tasks, reduce manual labor, and simplify processes. Let's explore how Zluri automates Harvest for various practical scenarios.

1. Discover users leveraging the Harvest app & identify inactive users

Empower your IT team with Zluri's robust discovery engine, simplifying the task of finding users with Harvest licenses. Zluri offers a user-friendly interface that clearly shows how your Harvest licenses are distributed across your organization. This clarity enables you to make smarter decisions regarding license allocation, reassigning unused licenses, and effortlessly staying compliant.

Moreover, by using Zluri, your IT team can proactively identify and manage inactive accounts upfront. This proactive approach minimizes the risk of cyberattacks and enhances your overall security. Zluri acts as a safeguard, ensuring that only authorized and active users can access your critical resources. 

2. Optimize your Harvest licenses

Improve your Harvest license management with Zluri's automation. Zluri takes care of everything, from assigning and keeping track of them to finding and taking back licenses that nobody uses. 

Moreover, Zluri assists in identifying licenses that aren't in use and can be given to others. It streamlines how licenses are used, reminds you when licenses need renewing, and ensures that contracts and licenses are well-organized. This helps you eliminate SaaS wastage and optimize your SaaS license efficiently.

 Further, with Zluri, licenses are used efficiently, renewals are never missed, and contracts and licenses are well-managed.

In addition, Zluri automates the creation of user reports. These reports give you detailed insights into how Harvest is being used. This includes insights on how licenses are used, user activity, and more. This data-driven approach helps you make informed decisions and continually enhance your usage of Harvest.

3. Streamline your provisioning & deprovisioning workflows

Maximize the power of your workflows by easily using features like adding users, removing users, and assigning licenses to new users with the smooth integration of Zluri and Harvest. Simplify your tasks with just one click, making your processes more efficient than ever.

• Users provisioning

As your organization expands, dealing with employee onboarding and offboarding becomes an ongoing task. This is where Zluri's user lifecycle management solution truly shines. When a new team member joins, you can easily kickstart their onboarding using Zluri's user-friendly dashboard.

With just one click, Zluri seamlessly integrates the new team member into Harvest, setting up their account with the necessary credentials and access rights tailored to their role. 

Streamline the process of creating new employee accounts by automating user account setup, license assignment, and initial configurations. This eliminates the need for manual work and ensures a seamless onboarding experience for your IT department.

• Users deprovisioning

When an employee leaves the company, it's crucial to deactivate their access to different applications and systems. The manual process of doing this during an employee's departure can be complex and time-consuming for IT teams.

Zluri's automation capabilities can make user deprovisioning much easier, reducing the risk of data breaches and data loss incidents. 

For example, consider an employee who resigns from the position. In a traditional scenario, your IT team would need to individually access and deactivate the employee’s accounts across various platforms like email, project management tools, and the other used tools. 

This process consumes a significant amount of time and increases the chances of errors, such as missing a critical system or failing to promptly revoke access.

With an automated solution for deprovisioning in place, like the one provided by Zluri, this process becomes streamlined and secured.

• Manage users’ billable rates access

While provisioning users’ access, you can allow users to see billable rates in Harvest. This only applies to the users assigned the role of “project managers”. Moreover, these users are allowed to create invoices in Harvest. 

Similarly, while removing users’ access you can revoke billable access for users, restricting users to view the billable rates and create invoices against it.

Example: Let's say you have a team of project managers at your marketing agency. You want them to be able to view the hourly rates you charge clients and, when necessary, create invoices for the work they do. 

However, if one of these project managers leaves the company, you can easily prevent them from seeing the rates and sending invoices with just a few clicks in your system.

Unlock Benefits with Zluri's Seamless Integration with Harvest

If you're using Harvest to manage your tasks and projects and you're wondering how to seamlessly integrate it with Zluri, you're in the right place. This combination can offer you many benefits, like making your work processes more efficient and improving how you handle data and follow procedures. 

It also brings together discovery, management, security, and compliance for various software applications in one easy-to-use dashboard.

With Zluri integrated into Harvest, your IT team can effortlessly track Harvest's usage, assess user engagement, and gain insights into feature preferences – all in one place. Moreover, through Harvest, you can identify the other apps used by each user, helping eliminate shadow apps used in your organization.

Furthermore, Zluri provides user access reviews (UARs) to ensure data security and accurate access rights. It empowers you to answer crucial security questions within your organization, such as who has access to what and whether it's authorized.

Ready to transform your workflows? Enhance communication and empower your team with the Zluri + Harvest integration. Request your personalized demo today and make it a reality!

About the author

Team Zluri

Team Zluri