Update Airtable Record with info from Harvest

Getting Started
,
1

Hi, I’m new to Make. I’ve been through the whole Make Academy, but having some challenges turning theory into action. Here’s my scenario. I use Harvest for time tracking and I have an Airtable database.

In the Airtable database, I have a table of employees. In that table I have their name, email address, and a field for their Harvest ID and a checkbox for Timesheet tracking (for a subset of employees where I want to run a daily report showing if they entered at least 8 hours of time.)

To start, I’d like to automate updating the employee’s record in Airtable with their Harvest ID.

So far I can connect to Harvest and retrieve a list of active employees (not all of whom will be in my Airtable table) and I can see their Harvest ID. I can connect to Airtable and see their records. I’m struggling to retrieve this information in the right sequence and do an Upsert into Airtable to add their HarvestID. I’m thinking that the common key currently between Harvest and Airtable is their email address.

Any help pointing me in the right direction would be greatly appreciated.

2

For current employees:
Have the scenario start by listing users from harvest. Then search a record in airtable that matches the user email. From there map the harvest id to the record.

For future employees:
Have an onboarding process where the new hire fills out a form with thier basic info. With this info create a new user on harvest and in the same scenario build out thier airtable record.

Hope this helps!

3

That makes sense. I’ll give that a try. I was going down that path, but it was getting late and I think some gray cells were misfiring. I’ll give it another try.