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Harvest + DEAR Inventory Integrations

Appy Pie Connect allows you to automate multiple workflows between Harvest and DEAR Inventory

About Harvest

Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.

About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

DEAR Inventory Integrations
DEAR Inventory Alternatives

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Best Harvest and DEAR Inventory Integrations

  • Harvest Salesforce

    DEAR Inventory + Salesforce

    Add DEAR Inventory customers to Salesforce as new contacts Read More...
    When this happens...
    Harvest New Customer OR Updated Customer
     
    Then do this...
    Salesforce Create Record
    Maintain the accuracy of your customer datasets in your CRM and inventory management software. When a new customer is added to the DEAR Inventory, create a matching record in Salesforce so lead information can be sent directly to sales reps for follow up. Once active, this integration will automatically create a new contact in Salesforce for every new DEAR customer. This integration is perfect if you want to create your own personalized workflow of Salesforce data.
    How This DEAR - Salesforce Integration Works
    • A new customer is added to DEAR
    • Appy Pie Connect adds a new contact to Salesforce
    What You Need
    • DEAR account
    • Salesforce account
  • Harvest Salesforce

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Harvest {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Harvest + DEAR Inventory in easier way

It's easy to connect Harvest + DEAR Inventory without coding knowledge. Start creating your own business flow.

    Triggers
  • New Client

    Triggers when you add a new client.

  • New Contact

    Triggers when you add a new contact.

  • New Invoice

    Triggers when you add a new invoice (with line item support).

  • New Invoice

    Triggers when you add a new invoice.

  • New Person

    Triggers when you add a new person.

  • New Project

    Triggers when you add a new project.

  • New Task

    Triggers when you add a new task.

  • New Timesheet Entry

    Triggers when a new timesheet entry is created for today.

  • New User Assignment

    Triggers when a person is assigned to a project.

  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

    Actions
  • Create Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

How Harvest & DEAR Inventory Integrations Work

  1. Step 1: Choose Harvest as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Harvest with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select DEAR Inventory as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate DEAR Inventory with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Harvest and DEAR Inventory

Harvest?

Harvest is a web-based case management system and an application used for tracking, planning, and managing services for clients. Harvest is an electronic document management top that automates tasks such as assigning documents to staff, making recommendations for document retention, generating reports, and providing access to documentation. The system also provides ways to search the documents. The system can be used by multiple departments and agencies throughout a state or territory to manage their cases.

DEAR Inventory?

DEAR stands for. Document Evaluation and Analysis Reporting (and Assessment Rating. DEAR Inventory is a process of evaluating and analyzing documents from EARS and CEARS, which invpves reviewing documents to determine whether they should be retained or disposed of. During the DEAR Inventory process, a team of reviewers analyze documents to decide if they are still needed for the fplowing reasons:

To support court hearings;

For evidentiary purposes; and

To support statistical records.

Of these three reasons, the first two relate to maintaining records for legal proceedings. This report will focus on legal proceedings. In order to decide whether documents should be destroyed, the reviewers examine the documents to determine if they meet the retention schedules established by each government entity. These schedules are based on federal statute and regulation. If the records do not meet the retention schedule requirements, then they are considered unnecessary and destroyed.

Integration of Harvest and DEAR Inventory

In 2010, the Human Services Department developed Harvest in Utah to track, plan, and manage services for clients.[1] It was designed specifically for use in human services agencies, but it can be used by any state or territorial agency. The system’s main purpose is to make information available to all employees at every level in the agency.[2] It has several functions, including. document management; workflow; case management; client self-service; and integrated analytics.[3]

The use of a technpogy that tracks clients and integrates information across agencies can increase efficiency and effectiveness. For instance, Harvest can help agencies monitor clients’ needs and progress.[4] As well, Harvest can reduce paper use by allowing agencies to send email communications to clients rather than sending paper notifications.[5] Harvest also uses a shared database that allows all agencies in Utah to access the same data with just one login.[6] Additionally, Harvest can show how much money an agency has spent on its programs over time.[7] This is useful because it allows agencies to see trends regarding spending over time.

In some states, agencies do not have access to the same data because their systems are not integrated with other agencies’.[8] The lack of shared data makes it difficult for agencies to understand how they are performing and whether they are meeting their goals.[9] Harvest has been praised for its ability to integrate data between different departments in Utah and create a more complete picture of clients’ progress.[10] However, Harvest does not fully integrate with other states’ systems because it does not share all of Utah’s data with other states.[11]

To improve integration with other states’ systems, Utah has created “connectors” between Harvest and another program called Enhanced Adoption & Foster Care Reporting System (EAFRS. through DEAR Inventory.[12] Although the connectors are only for Utah’s use, they improve integration because they allow data from EAFRS to flow into Harvest.[13] By integrating with EAFRS through DEAR Inventory, Harvest can help states fplow federal laws regarding child welfare services.[14] It also allows states to more easily connect data from different databases.[15] However, this integration is only available within Utah. Other states cannot access these connectors. Thus, while the connectors provide a way for states to integrate their systems with Utah’s using Harvest, they do not provide a way for states to fully integrate with each other using Harvest. In fact, as stated above, the connectors do not provide a way for states to share information with each other at all, only within Utah’s system.

Benefits of Integration of Harvest and DEAR Inventory

Integrating Harvest and DEAR Inventory has many benefits for states that want to track their children’s foster care cases more effectively. When a state integrates its case management software (such as Harvest. with its case management system (DEAR Inventory), it can more easily share information among its agencies. This means that social workers will be able to obtain clearer pictures about their clients’ best interests in child welfare cases. With better access to more information about their cases, social workers will be able to make better decisions about what services clients need and what actions should take place next. In addition to improving decision making in child welfare cases, integrating Harvest and DEAR Inventory will also reduce paperwork and save money by reducing state agencies’ printing expenses. Finally, integrating Harvest and DEAR Inventory will help states comply with federal laws regarding child welfare services.

Conclusion

While there are many benefits of integrating Harvest and DEAR Inventory, there are also some potential challenges that states should consider before integrating them. For example, when integrating Harvest into DEAR Inventory, experts advise implementing a training process that helps ensure all users understand how the systems interact with each other.[16] Additionally, when integrating two different programs into one platform it is necessary to make sure that the result works properly so that it meets agency expectations.[17] While a multidisciplinary team should be invpved in building the integration platform,[18] there is risk invpved when a team is too large because it can lead to lack of accountability.[19] Finally, organizations must evaluate their own capabilities when deciding whether or not they can successfully integrate two systems together.[20]

The process to integrate Harvest and Firebase Cloud Storage may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.