How to Import Client Contacts Data from Harvest into Google Sheets

Managing client contacts in Harvest is essential. But analyzing this data in Google Sheets unlocks deeper insights.

Stop the tedious copy-paste routine. Connect directly to your Harvest data instead.

This guide shows you how to import Client Contacts from Harvest into Google Sheets using Coefficient.

Step-by-step guide to importing Harvest Client Contacts

Step 1: Install Coefficient and connect to Harvest

First, you’ll need to install the Coefficient add-on and connect it to your Harvest account.

1. Open Google Sheets
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. In the sidebar, click “Import Data”
6. Select “Harvest” from the list of available connectors
7. Log in with your Harvest credentials when prompted

Step 2: Import Client Contacts data

Now that you’re connected, you can import your Client Contacts data.

1. In the Coefficient sidebar, select “Import from Objects”
2. Choose “Client Contacts” from the list of available objects
3. Select the fields you want to import (e.g., name, email, phone, company)
4. Apply any filters if needed to narrow down your data
5. Click “Import” to bring the data into your Google Sheet

Step 3: Set up auto-refresh (Optional)

Keep your client contact data fresh with automatic updates.

1. Click on the “⋮” menu next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Take control of your Harvest data

Importing Client Contacts from Harvest into Google Sheets doesn’t have to be complicated. With Coefficient, you can create a live connection that keeps your data fresh and accessible.

This approach eliminates manual exports and gives you the flexibility to analyze your client information alongside other business data. You’ll save hours each week while gaining deeper insights into your client relationships.

The best part? Once set up, your data refreshes automatically. No more outdated spreadsheets or manual updates.

Your team can focus on using the data rather than gathering it. And with Coefficient’s automation features, you can set up alerts and scheduled reports to keep everyone informed.

Try Coefficient todayReady to streamline your Harvest data management?and transform how you work with client contact information.