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.
This will launch Google Workspace Marketplace.
Type “Coefficient” in the search bar. Select the first app that appears.
Grant Coefficient access your Google Account by clicking ‘Allow,’ when prompted.
Coefficient will appear in the extension menu of Google Sheets.
Navigate to the app and click ‘Launch.’
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.
Navigate down the menu to find Harvest. Click ‘Connect.’
Follow the prompts to authorize Coefficient to access your data.
Now you’re ready to import your data!
Step 3: Fetch Harvest Data
Select ‘Start from Scratch.’
Review the list of objects you can import into Coefficient in the Preview menu (e.g. Clients, Expenses, Invoices, or Reports.
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.’
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.
