Super-charge Customer Success by Integrating Akita and Harvest

Akita’s Harvest integration allows you to leverage your Harvest Customer, Project and Invoice data to deliver more value to your Customers.

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

Give your Customer Success team instant access to Harvest data

Akita syncs your Harvest Clients, Contacts, Projects and Invoices multiple times per day. This insures that your Customer Success team knows if invoices have been paid and Projects are running smoothly.

Harvest-based Segments

Build always-up-to-date Customer Segments based on data from Harvest

Use data synced from Harvest to create a constantly updated Segment of your Accounts that also exist in Harvest or who have an updated Harvest invoice.

Health Scores

Incorporate your Harvest Project and Invoice data into Akita Health Scores

Are Invoices unpaid? Projects overdue? Tasks not yet completed? Use data gleaned from Harvest to enrich your Akita Customer Health Scores.

Playbook Triggers

Create powerful, no-code automations using Harvest data

Streamline your organization by triggering Akita Playbooks in response to data from Harvest. New Harvest Customer? Let Akita send a predefined message and then add a task for one of your Customer Success Managers to complete!

Data Retrieved

Information We Request

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

Invoice Every 6 hours
Organization Every 6 hours
Person Every 6 hours
Project Every 6 hours
User 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.


  • Fill in the form to complete the connection. For this, you will need your Web Address from your Harvest account.
https:// Web Address

  • 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 16 January 2023 @ 06:33 AM
  • Date Due 21 January 2023 @ 06:33 AM
  • Status Due
Created on 16 January 2023 @ 06:33 AM
  • This data will appear alongside all your other customer interactions for a 360° view.
  • 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.


$72,900 MRR

CSM Insight Score
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

Want to learn how Akita can save your Customer Success team time?

We'd love to show you Akita in more detail and answer any questions you have about integrating ChartMogul 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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