How to Connect Harvest to Google Sheets

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 Google Sheets using Coefficient, you can easily import your time tracking and project data for further analysis, reporting, and automation.

This tutorial will guide you through the process of setting up the integration and fetching your Harvest data into Google Sheets.

Prefer video? Watch the tutorial below!

Advantages of using Google Sheets to Analyze Harvest Data

  • Uncover Valuable Insights: Consolidate your Harvest data with information from other sources in Google Sheets 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 Google Sheets, 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.

Step-by-Step Guide: Connecting Harvest to Google Sheets Using Coefficient

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

Step 1: Install Coefficient in Google Sheets

Navigate to the top menu and click ‘Extensions’ > Add-ons > Get add-ons.

The Google Sheets menu with Extensions > Add-ons > Get add-ons highlighted.

This will launch Google Workspace Marketplace.

Type “Coefficient” in the search bar. Select the first app that appears.

The Google Workspace Marketplace with Coefficient searched and the app highlighted.

Grant Coefficient access your Google Account by clicking ‘Allow,’ when prompted.

The Coefficient authorization prompt with the Allow button highlighted.

Coefficient will appear in the extension menu of Google Sheets.  

Navigate to the app and click ‘Launch.’

The Google Sheets menu with Coefficient listed under Extensions and the Launch option highlighted.

Step 2: Connect Harvest as a Data Source in Coefficient

With Coefficient installed, you’re now ready to import your Harvest data into Google Sheets. 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 Google Sheets for Harvest.

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

Locating and connecting to Harvest in the Coefficient dropdown menu in Google Sheets.

Follow the prompts to authorize Coefficient to access your data.

Authorizing Coefficient to access Harvest data in Google Sheets.

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 Google Sheets 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 Google Sheets.

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 Google Sheets via Coefficient.

Coefficient will automatically push the data to your spreadsheet!

Tips and Tricks: Analyzing Harvest Data in Google Sheets

  • Create Interactive Dashboards: Use Google Sheets’ 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 Google Sheets 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 Google Sheets in Seconds with Coefficient

Connecting Harvest to Google Sheets using Coefficient enables you to efficiently import and analyze 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 a Google Sheets spreadsheet, allowing you to leverage the power of Google Sheets for custom reporting, data analysis, and automation.

Get started with Coefficient today to streamline your Harvest data management and take your project management to the next level.

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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.