How to Connect Harvest to Excel

Last Modified: May 15, 2024 - 4 min read

Julian Alvarado

Harvest is a powerful time tracking and project management tool that helps businesses and freelancers monitor time spent on projects, track expenses, and generate invoices.

By connecting Harvest to Microsoft Excel using Coefficient, you can seamlessly import your time tracking and project data for further analysis, reporting, and visualization. This tutorial will walk you through the process of setting up the integration and fetching your Harvest data into Excel.

Prefer video? Watch the tutorial below!

Advantages of using Excel to Analyze Harvest Data

  • Uncover Valuable Insights: Consolidate your Harvest data with information from other sources in Excel to gain a comprehensive understanding of your time tracking, projects, and team performance.
  • Save Time and Effort: Coefficient automates the process of importing and updating your Harvest data in Excel, eliminating manual data entry and ensuring your reports and analyses are always based on the most current information.
  • Empower Your Team: Share your Harvest data with team members and collaborate on project analysis, enabling your team to identify and address issues in real-time.

Tutorial: Connecting Harvest to Excel Using Coefficient

Step 1: Install Coefficient in Excel

Before we get started, you’ll need to install Coefficient in Excel. Don’t worry, it’s a fast and straightforward process that you only need to do once. Follow these simple steps to get started:

Open Excel from your desktop or in Office Online.

Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

The Insert tab in Excel with the Get Add-ins button highlighted.

Type “Coefficient” in the search bar and click  ‘Add.’

The Office Add-ins dialog with Coefficient searched and the app highlighted.

A pop-up will open up. Follow the prompts to complete the installation.

The Add button highlighted for installing Coefficient in Excel.

Once finished, you will see a “Coefficient” tab at the top navigation bar.

Click ‘Open Sidebar’ to launch Coefficient.

The Coefficient sidebar visible in a Microsoft Excel workbook.

Step 2: Connect Harvest as a Data Source in Coefficient

With Coefficient installed, you’re now ready to import your Harvest data into Excel. Let’s walk through the process step by step:

Click ‘Import from…’ from the Coefficient menu.

Accessing the 'Import from...' option in the Coefficient menu in Microsoft Excel for Harvest.

Navigate down the menu to find Harvest. Click ‘Connect.’

Locating and connecting to Harvest in the Coefficient dropdown menu in Excel.

Follow the prompts to authorize Coefficient to access your data.

Authorizing Coefficient to access Harvest data in Excel.

Now you’re ready to import your data!

Step 3: Fetch Harvest Data

Select ‘Start from Scratch.’

 Starting a fresh data import session from Harvest into Excel through Coefficient.

Review the list of objects you can import into Coefficient in the Preview menu (e.g. Clients, Expenses, Invoices, or Reports.

Reviewing available Harvest objects for import in Coefficient preview menu in Excel.

In this example, we’ll fetch Clients. Choose ‘Get Clients‘ to continue.  

Customize your import by toggling fields in the left-hand menu. When finished, click ‘Import.’ 

Customizing data fields and importing Harvest data into Excel via Coefficient.

Coefficient will automatically push the data to your spreadsheet!

Tips and Tricks: Analyzing Harvest Data in Excel

  • Create Interactive Dashboards: Use Excel’s built-in charts and formatting options or Coefficient’s pre-built templates to build interactive dashboards that provide a clear overview of your Harvest data.
  • Automate Data Updates: Set up automatic data refreshes in Coefficient to keep your Harvest data in Excel always up-to-date, ensuring that your analyses and reports are based on the most current information.
  • Set Up Alert Notifications: Configure Coefficient to send alert notifications to Slack or email when specific conditions are met, such as when a project exceeds its budgeted hours. This will help you stay on top of critical issues without constantly monitoring your sheets.

Connect Harvest to Excel in Seconds with Coefficient

Connecting Harvest to Microsoft Excel using Coefficient streamlines the process of importing and analyzing your time tracking, project, and expense data.

By following this step-by-step tutorial, you can easily fetch your Harvest clients, expenses, invoices, and reports into an Excel workbook, allowing you to leverage the power of Excel for custom reporting, data analysis, and visualization.

Get started with Coefficient today to supercharge your Harvest data management and take your project management to new heights.

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.