Understanding Harvest

Harvest is a powerful time tracking and invoicing tool that helps businesses manage their projects, track employee hours, and streamline client invoicing. By providing extensive reporting features and integrations, Harvest simplifies workflow management and financial oversight for businesses of all sizes.

Using IdentityCheck with Harvest for ID Verification

Integrating IdentityCheck with Harvest via Zapier can enable seamless ID verification for your team members or clients. Whether you need to verify identities for compliance purposes, streamline onboarding, or enhance security, this integration offers a practical solution.

Possible uses include:

• Verifying freelancers or contractors before assigning them to projects.
• Ensuring client identities for secure and compliant invoicing.
• Streamlining employee onboarding by verifying new hires.

Setting Up the Integration

To set up the integration between IdentityCheck and Harvest using Zapier, follow these steps:

1. Create an account on Zapier if you do not already have one.
2. Log in to your Zapier account and click on “Make a Zap.”
3. Select Harvest as the Trigger app and choose a specific trigger event, such as “New Time Entry.”
4. Connect your Harvest account by following the on-screen instructions to grant necessary permissions.
5. Next, select IdentityCheck as the Action app and choose the relevant action, like “Verify ID.”
6. Connect your IdentityCheck account, providing the necessary API credentials if prompted.
7. Map out the fields between Harvest and IdentityCheck. For example, you can map the email address used in Harvest to be sent to IdentityCheck for verification.
8. Test the Zap to ensure everything is set up correctly. Make adjustments if needed.
9. Once the test is successful, turn on your Zap to start automated ID verifications.

Using the Integration for ID Verifications

Once the integration is set up, using it for ID verifications is straightforward:

1. Continue using Harvest as usual to track time, manage projects, and invoice clients.
2. Whenever an event that you specified in the Zap is triggered (e.g., a new time entry is logged), Zapier will automatically send the relevant information to IdentityCheck.
3. IdentityCheck will process the ID verification based on the mapped data from Harvest.
4. You will receive notification of the verification result, allowing you to take appropriate action, such as onboarding a new freelancer or validating a client’s identity before processing their invoice.

This integration saves time and reduces manual efforts involved in ID verification, ensuring smoother and more secure operations. By leveraging the capabilities of Zapier, IdentityCheck, and Harvest together, you can enhance your workflow efficiency and security.