Category: Harvest

Managing client data from Harvest in Excel gives you powerful analysis capabilities that Harvest alone can’t match. But manual exports waste time and quickly become outdated.

This guide shows you how to create a live connection between Harvest and Excel that automatically updates your client information.

Step-by-step guide to importing Harvest Clients data

Step 1: Install Coefficient and connect to Harvest

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

• Open Excel
• Go to the Insert tab
• Click Get Add-ins
• Search for “Coefficient” and install it
• Once installed, open the Coefficient sidebar
• Click “Import Data”

Now connect to Harvest:

• Select “Finance & Accounting” from the connector categories
• Find and click on “Harvest”
• Follow the authentication prompts to connect your Harvest account

Step 2: Import Clients data

With Harvest connected, you can now import your Clients data:

• In the Coefficient sidebar, select “Import from Objects”
• Choose “Clients” from the list of available objects
• Select the fields you want to import (client name, contact details, billing info, etc.)
• Apply any filters if needed (active clients only, specific regions, etc.)
• Choose where to place the data in your spreadsheet
• Click “Import” to bring the data into Excel

Your Harvest Clients data will now appear in your Excel spreadsheet, ready for analysis and reporting.

Step 3: Set up auto-refresh (optional)

Keep your Harvest data fresh without manual updates:

• Click on any cell in your imported data
• Open the Coefficient sidebar
• Click “Set Refresh” on your import
• Choose your preferred schedule (hourly, daily, weekly)
• Optionally, set up Slack or email notifications for when data changes

Now your Harvest Clients data will automatically update according to your schedule, ensuring you always have the latest information.

Take control of your Harvest data

Importing Clients data from Harvest into Excel with Coefficient gives you powerful analysis capabilities without the headaches of manual exports. You get real-time data that updates automatically, ensuring your reports and dashboards always reflect the current state of your business.

The direct connection eliminates copy-paste errors and saves hours of repetitive work. Plus, with Excel’s familiar interface, your team can immediately start working with the data without learning new tools.

Coefficient bridges the gap between your time tracking system and your analysis tools, creating a seamless workflow that helps you make better decisions faster.

Whether you’re tracking client profitability, analyzing time allocation, or preparing for billing cycles, having your Harvest client data in Excel provides the flexibility and power you need.

Try Coefficient todayReady to streamline your client data workflow?and see how easy it can be to keep your Harvest data synchronized with Excel.

Tracking client expenses in Harvest is essential. But analyzing that data in Excel unlocks deeper insights.

Stop the manual exports. Create a live connection instead.

This guide shows you how to bring your Harvest Clients Expense Report directly into Excel.

Step-by-step guide to importing Harvest Clients Expense Report

Step 1: Install Coefficient and connect to Harvest

First, you’ll need to install the Coefficient add-in for Excel.

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient”
5. Click Add to install

Once installed, open the Coefficient sidebar. Click “Import Data” to begin connecting to Harvest.

Select Harvest from the list of available connectors. You’ll be prompted to log in to your Harvest account and authorize Coefficient.

Step 2: Import the Clients Expense Report

Now that you’re connected, it’s time to import your expense data.

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Clients Expense Report”
3. Configure any filters you need (date range, specific clients, etc.)
4. Choose where in your spreadsheet you want the data to appear
5. Click “Import” to bring the data into Excel

Your Harvest expense data will now populate your Excel spreadsheet. All columns from the report will be preserved, making it easy to analyze client expenses.

Step 3: Set up auto-refresh (optional)

Keep your expense data fresh with automatic updates.

1. In the Coefficient sidebar, find your imported report
2. Click the three dots menu and 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 schedule

With auto-refresh enabled, your Excel spreadsheet will always contain the most current expense data from Harvest. No more manual exports or outdated information.

Take control of your Harvest expense data

Importing your Harvest Clients Expense Report into Excel doesn’t have to be a manual chore. With Coefficient, you create a live connection that keeps your data fresh and actionable. The setup process takes just minutes, but the time savings compound with every report you’d otherwise export manually.

Your expense data becomes more valuable when it’s accessible in Excel. Build custom calculations, create visualizations, and combine it with other business data for comprehensive reporting.

The auto-refresh capability ensures you’re always working with current information. Set it once and let Coefficient handle the updates while you focus on analysis and decision-making.

Plus, with automated distribution options, you can ensure stakeholders always have the latest expense information without any extra effort on your part.

Try CoefficientReady to streamline your expense reporting?today and transform how you work with Harvest data in Excel.

Tracking expenses is vital for project profitability. But manually exporting Harvest expense data to Excel wastes time and creates outdated reports.

A live connection between Harvest and Excel solves this problem. You’ll get real-time expense data that updates automatically.

Step-by-step guide to importing Harvest Expenses into Excel

Step 1: Install Coefficient and connect to Harvest

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

1. Insert Open Excel and click on thetab
2. Get Add-ins Clickin the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Once installed, open the Coefficient sidebar
6. Import Data Clickto begin

Step 2: Select Harvest as your data source

Now you’ll connect to Harvest and select the Expenses data you want to import.

1. Harvest In the Coefficient sidebar, find and selectfrom the list of connectors
2. Sign in to your Harvest account when prompted
3. Import Objects After connecting, selectfrom the options
4. Expenses Choosefrom the list of available objects

Step 3: Configure and import your Expenses data

Next, customize your data import to get exactly what you need.

1. Select the specific expense fields you want to import (date, category, amount, project, etc.)
2. Apply any filters to narrow down the data (date range, project, client, etc.)
3. Choose where in your spreadsheet you want the data to appear
4. Import Clickto bring your Harvest expense data into Excel

Step 4: Set up auto-refresh (optional)

Keep your expense data fresh with automatic updates.

1. In the Coefficient sidebar, select the imported data
2. Refresh Click thedropdown menu
3. Schedule Refresh Choose
4. Select your preferred frequency (hourly, daily, weekly)
5. Confirm your settings to activate auto-refresh

Analyzing your Harvest expense data in Excel

Once your data is imported, you can leverage Excel’s powerful features to analyze expenses.

• Create pivot tables to summarize expenses by project, category, or time period
• Build charts and graphs to visualize spending patterns
• Use Excel formulas to calculate expense metrics and KPIs

With live data from Harvest, your expense analysis will always reflect the most current information.

Take control of your Harvest expense data

Managing expenses is crucial for project profitability and financial health. With Coefficient, you’ve eliminated the manual export process and created a live connection to your Harvest expense data.

Your Excel spreadsheets now contain up-to-date expense information that refreshes automatically. This saves time and ensures your financial analysis is based on current data.

The direct connection between Harvest and Excel opens up new possibilities for expense tracking, reporting, and analysis. You can create custom dashboards, perform trend analysis, and share insights with stakeholders.

Best of all, the entire process is automated. No more manual exports or outdated reports. Your expense data flows seamlessly from Harvest to Excel, giving you more time to focus on analysis and decision-making.

Try Coefficient todayReady to streamline your expense management?and transform how you work with Harvest expense data in Excel.

Time tracking data is gold. But getting Harvest time entries into Excel can be a pain.

Manual exports become outdated fast. Copy-pasting wastes hours. And building custom API connections requires coding skills most of us don’t have.

Let’s fix that. This guide shows you how to pull live Harvest time entries directly into Excel.

Step-by-step guide to importing Harvest time entries

Step 1: Install Coefficient and connect to Harvest

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

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it
5. Once installed, click the Coefficient icon in your Excel ribbon
6. In the sidebar that appears, click “Import”

1. Select “Harvest” from the list of available connectors
2. Log in with your Harvest credentials when prompted
3. Authorize Coefficient to access your Harvest data

Step 2: Import time entries data

Now that you’re connected, let’s import your time entries:

1. In the Coefficient sidebar, select “Import from Objects”
2. Choose “All Time Entries” from the list of available objects
3. • Date range (e.g., last 30 days, current month)
   • Project filters
   • User filters
   Configure any filters you want to apply:
4. Select the columns you want to import (e.g., date, hours, notes, project, client)
5. Click “Import” to bring the data into your Excel spreadsheet

Your Harvest time entries will now appear in your Excel worksheet, ready for analysis and reporting.

Step 3: Set up auto-refresh (optional)

Keep your time entry data fresh with automatic updates:

1. In the Coefficient sidebar, click on the imported data
2. Select “Schedule Refresh”
3. • Hourly
   • Daily
   • Weekly
   • Monthly
   Choose your preferred refresh frequency:
4. Set the specific time and days for the refresh
5. Click “Save” to activate the auto-refresh schedule

Now your Harvest time data will update automatically according to your schedule, ensuring you always have the latest information for reporting and analysis.

Take control of your time tracking data

Time tracking data is only valuable when it’s accessible. With Coefficient, you’ve now got a direct pipeline from Harvest to Excel.

No more manual exports. No more outdated reports. Just live data that updates automatically.

This connection opens up powerful possibilities. Build custom dashboards that show utilization rates. Create reports that highlight project profitability. Analyze time allocation across teams and clients.

And the best part? Everything stays fresh with scheduled refreshes. Your reports will always reflect the latest time entries from your team.

Try Coefficient todayReady to transform how you work with Harvest time data?and see the difference live data makes.

Tracking invoices is crucial for managing cash flow. But exporting Harvest invoice data manually is tedious and error-prone.

What if you could have live Harvest invoice data in Excel? With the right tool, you can.

Step-by-step guide to importing Harvest invoices into Excel

Step 1: Install Coefficient and connect to Harvest

First, add Coefficient to your Excel workbook. Open Excel and navigate to the Insert tab. Click “Get Add-ins” and search for Coefficient in the Office Add-ins store.

After installation, open the Coefficient sidebar. Click “Import Data” to begin connecting to your Harvest account.

Select Harvest from the list of available connectors. You’ll be prompted to log in to your Harvest account and authorize Coefficient to access your data.

Step 2: Import invoice data

Once connected, you’ll see two options: “Import from Reports” and “Import from Objects.” Since we want to import invoice data, select “Import from Objects.”

From the list of available objects, select “Invoices.” You’ll see all available invoice fields that can be imported.

Choose the fields you need for your analysis. Common invoice fields include:

• Invoice number
• Client name
• Issue date
• Due date
• Amount
• Status (paid, unpaid, draft)

Apply any filters to narrow down the data. For example, you might want to import only unpaid invoices or invoices from a specific time period.

Click “Import” to bring the data into your Excel worksheet.

Step 3: Set up auto-refresh (optional)

Keep your invoice data fresh with auto-refresh. Click the “⟳” icon next to your imported data and select “Schedule Refresh.”

Choose how often you want the data to update:

• Hourly: For real-time invoice tracking
• Daily: For regular financial reporting
• Weekly: For periodic reviews
• Monthly: For month-end reconciliation

You can also set up Slack or email notifications to alert your team when new invoices are created or when payment statuses change.

Building powerful invoice reports in Excel

With your Harvest invoice data in Excel, you can create powerful financial reports:

• Aging reports to track overdue invoices
• Cash flow forecasts based on due dates
• Client payment performance analysis
• Monthly/quarterly revenue summaries

Use Excel’s native features like PivotTables, charts, and conditional formatting to visualize your invoice data and gain insights.

Take control of your Harvest invoice data

Managing invoices in Harvest is just the beginning. By importing your invoice data into Excel with Coefficient, you unlock powerful analysis capabilities.

No more manual exports or outdated information. Your invoice data stays fresh with automated syncing. Build custom reports that give you insights into cash flow, client payment patterns, and revenue trends.

Financial teams save hours each week by automating these processes. The data accuracy improves, and decision-making becomes faster and more confident.

Plus, with Coefficient’s two-way sync, you can update invoice information in Excel and push it back to Harvest. This creates a seamless workflow between your financial data and analysis tools.

Try Coefficient todayReady to transform how you work with Harvest invoice data?and experience the difference that live, connected data makes.

Managing project data in Excel gives you powerful analysis capabilities. But manually exporting Harvest data creates stale reports that quickly become outdated.

With Coefficient, you can pull live Projects data directly into Excel. This tutorial shows you how.

Step-by-step guide to importing Harvest Projects data

Step 1: Install Coefficient and connect to Harvest

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

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it from the Office Add-ins store
5. Once installed, open the Coefficient sidebar
6. Click “Import Data”

Now connect to your Harvest account:

1. Select “Harvest” from the list of available connectors
2. Click “Connect”
3. Enter your Harvest credentials when prompted
4. Authorize Coefficient to access your Harvest data

Step 2: Import Projects data from Harvest

With your Harvest account connected, you can now import Projects data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Choose “Projects” from the list of available objects
3. Select the fields you want to import (e.g., Project Name, Client, Budget, Status)
4. Apply any filters if needed (e.g., only active projects)
5. Click “Import” to bring the data into your Excel spreadsheet

Your Harvest Projects data will now appear in your Excel worksheet. You can format and analyze this data using Excel’s powerful features.

Step 3: Set up auto-refresh for your Harvest data

Keep your Projects data fresh with Coefficient’s auto-refresh feature:

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

Now your Harvest Projects data will automatically update according to your schedule, ensuring you always have the most current information for analysis and reporting.

Take control of your Harvest data

Importing Projects data from Harvest into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your data fresh and accurate.

The ability to filter, customize, and automatically refresh your Harvest data gives you unprecedented control over your project analytics. No more stale exports or manual data entry.

Teams using this approach report significant time savings and more accurate reporting. They’re able to make faster, more informed decisions about resource allocation and project profitability.

Plus, with Coefficient’s automation features, you can set up alerts and scheduled reports to keep stakeholders informed without lifting a finger.

Try Coefficient todayReady to transform how you work with Harvest data?and experience the difference that live, automated data can make for your project management.

Tracking project expenses is vital for budget management. But manually exporting Harvest expense reports wastes time and creates outdated data.

With Coefficient, you can pull live Harvest expense data directly into Excel. No more CSV exports or manual updates.

How to import Harvest Projects Expense Report into Excel

Follow these simple steps to connect Harvest to Excel and import your Projects Expense Report data.

Step 1: Install Coefficient and connect to Harvest

• Insert Open Excel and click on thetab
• Get Add-ins Selectfrom the ribbon
• Search for “Coefficient” in the Office Add-ins store
• Add Clickto install Coefficient
• Home > Coefficient Once installed, open the Coefficient sidebar by clicking
• Import Data Clickto begin

Step 2: Select Harvest as your data source

• Harvest In the Coefficient sidebar, find and selectfrom the list of available connectors
• Connect Clickand log in with your Harvest credentials
• Grant Coefficient permission to access your Harvest data
• Import from Reports Once connected, select

Step 3: Import the Projects Expense Report

• Projects Expense Report From the list of available reports, select
• Choose your desired date range and any other filters
• Import Clickto pull the data into your Excel spreadsheet
• Your Projects Expense Report data will now appear in Excel with all expense entries, categories, and project allocations

Step 4: Set up auto-refresh (optional)

• Auto-refresh To keep your expense data current, click thebutton in the Coefficient sidebar
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Set specific times for refreshes to occur
• Save Clickto activate automatic updates

Analyze your Harvest expense data

With your Projects Expense Report data now in Excel, you can:

• Create pivot tables to analyze expenses by project, category, or time period
• Build custom expense dashboards with charts and graphs
• Compare actual expenses against budgets
• Share expense insights with stakeholders

The best part? Your data stays fresh with Coefficient’s auto-refresh feature, ensuring you always have the most current expense information for decision-making.

Take control of your project expenses

Managing project expenses shouldn’t require hours of manual data work. With Coefficient’s Harvest integration, you can transform how you track and analyze project spending.

The direct connection between Harvest and Excel eliminates data silos. Your expense reports stay current with automatic refreshes. And powerful Excel tools help you spot trends and outliers instantly.

Finance teams save hours each week. Project managers gain real-time visibility into spending. And executives get the accurate financial picture they need for strategic decisions.

Stop wrestling with outdated expense exports. Start making faster, more informed decisions with live Harvest data in Excel. Your projects (and your sanity) will thank you.

Try Coefficient todayReady to streamline your expense reporting?and see how easy it can be to keep your project finances under control.

Time tracking data is gold for project managers. But exporting Harvest reports manually is tedious and creates instantly outdated snapshots.

What if your Excel spreadsheets could tap directly into live Harvest data?

How to import Projects Time Report from Harvest into Excel

Follow these simple steps to get your Harvest time tracking data into Excel:

Step 1: Install Coefficient and connect to Harvest

• Open Excel and navigate to the Insert tab
• Click on “Get Add-ins” in the ribbon
• Search for “Coefficient” in the Office Add-ins store
• Click “Add” to install Coefficient
• Once installed, open the Coefficient sidebar
• Click “Import Data” to begin

Now connect to your Harvest account:

• Select “Harvest” from the list of available connectors
• Enter your Harvest credentials when prompted
• Authorize Coefficient to access your Harvest data

Step 2: Import the Projects Time Report

• In the Coefficient sidebar, select “Import from Reports”
• Browse or search for “Projects Time Report”
• Configure any filters you need (date range, specific projects, etc.)
• Choose where in your spreadsheet you want the data to appear
• Click “Import” to bring the data into Excel

Your Projects Time Report data will now populate your Excel spreadsheet. You can format and analyze it using Excel’s powerful tools.

Step 3: Set up auto-refresh (optional but recommended)

• Click on any cell in your imported data
• Open the Coefficient sidebar
• Click “Set Refresh Schedule”
• Choose your preferred frequency (hourly, daily, weekly)
• Set specific times for the refresh to occur
• Click “Save” to activate automatic refreshes

With auto-refresh enabled, your Excel spreadsheet will always contain the most current Harvest time tracking data. No more manual exports!

Build powerful time tracking dashboards

Once your Harvest data is in Excel, you can:

• Create pivot tables to analyze time spent by project, client, or team member
• Build visualizations like charts and graphs to spot trends
• Combine Harvest data with information from other sources
• Set up custom calculations for billing and resource allocation

The live connection ensures your analysis is always based on current data, not outdated exports.

Take control of your time tracking data

Importing Harvest’s Projects Time Report into Excel doesn’t have to be a manual chore. Coefficient creates a live bridge between your time tracking data and spreadsheets.

The result? Always-current dashboards that help you monitor project health, team utilization, and billing accuracy. No more CSV exports or outdated reports.

Time tracking insights become truly actionable when they’re fresh and accessible. With automatic refreshes, you’ll always have the latest data at your fingertips.

Project managers can focus on analysis instead of data wrangling. Finance teams get accurate billing information. And executives see the big picture of resource allocation.

Try Coefficient todayReady to transform how you work with Harvest time tracking data?and see how easy it can be to keep your Excel spreadsheets in sync with your Harvest reports.

Tracking team expenses is crucial for project profitability and budget management. But manually exporting Harvest expense data is time-consuming and error-prone.

With Coefficient, you can import your Team Expense Report directly into Excel and keep it updated automatically.

Step-by-step guide to importing Harvest Team Expense Report

Step 1: Install Coefficient and connect to Harvest

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

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it
5. Once installed, click the Coefficient icon in your Excel ribbon
6. In the sidebar that appears, click “Import Data”

Now connect to your Harvest account:

1. Select “Harvest” from the list of available connectors
2. Sign in with your Harvest credentials when prompted
3. Authorize Coefficient to access your Harvest data

Step 2: Import the Team Expense Report

With Harvest connected, you can now import your Team Expense Report:

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Team Expense Report”
3. Configure any filters you need (date range, team members, projects, etc.)
4. Choose where in your spreadsheet you want the data to appear
5. Click “Import” to bring the data into Excel

Your Team Expense Report data will now populate your Excel spreadsheet with all expense entries, categories, amounts, dates, and team member information.

Step 3: Set up auto-refresh (optional)

Keep your expense data fresh without manual updates:

1. Click on any cell in your imported data
2. Open the Coefficient sidebar
3. Click “Set Refresh Schedule”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Set specific times or days for the refresh to occur
6. Click “Save” to activate the schedule

Now your Team Expense Report will update automatically according to your schedule, ensuring you always have the latest expense data for analysis and reporting.

Start analyzing your team expenses today

Importing your Harvest Team Expense Report into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your expense data fresh and accurate.

This approach saves hours of manual work each month while providing deeper insights into your team’s spending patterns. You’ll spot trends faster, identify budget issues earlier, and make more informed decisions.

The best part? Once set up, your expense reports will update automatically on your schedule. No more CSV exports or manual data entry.

Finance teams can focus on analysis rather than data gathering. Project managers can track expenses in real-time. And executives get accurate spending reports without waiting for manual updates.

Try CoefficientReady to streamline your expense tracking?today and transform how you manage Harvest expense data in Excel.