Time tracking data is gold for project managers and finance teams. But exporting Harvest Team Time Reports manually is tedious and creates stale data.
What if your Excel spreadsheets could pull this data automatically?
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your Harvest account to Excel
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Step 3:
Import Team Time Report data with a few clicks
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Step 4:
Set up auto-refresh to keep your time tracking data current
How to import Team Time Report from Harvest into Excel
Follow these simple steps to get your Harvest time tracking data into Excel where you can analyze it alongside other business metrics.
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 and the Team Time Report
- Harvest In the Coefficient sidebar, find and selectfrom the list of connectors
- Log in to your Harvest account when prompted
- Import from Reports Choosefrom the options
- Team Time Report Selectfrom the available reports
Step 3: Configure and import your data
- Set any filters you need (date range, team members, projects)
- Choose where in your Excel spreadsheet you want the data to appear
- Import Clickto bring the Team Time Report data into Excel
- Your data will now appear in the selected location in your spreadsheet
Step 4: Set up auto-refresh (optional but recommended)
- Refresh Click thebutton in the Coefficient sidebar
- Schedule Refresh Selectto set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Your Team Time Report data will now update automatically on schedule
What can you do with Harvest Team Time Report data in Excel?
Once your time tracking data is in Excel, you can:
- Create custom visualizations of team productivity
- Compare billable hours across projects and team members
- Calculate project profitability by combining time data with financial metrics
- Build dashboards that update automatically
The best part? Your data stays fresh with Coefficient’s auto-refresh feature.
Available Harvest Data in Coefficient
Reports
- Uninvoiced Report
- Projects Time Report
- Team Time Report
- Clients Time Report
- Clients Expense Report
- Projects Expense Report
- Team Expense Report
Objects
- Invoices
- Clients
- Expenses
- Projects
- Client Contacts
Take control of your time tracking data
Importing Harvest Team Time Reports into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your data fresh and your insights accurate.
Time tracking data becomes truly valuable when it’s accessible alongside your other business metrics. By bringing Harvest data into Excel, you unlock deeper analysis possibilities without the tedious export-import cycle.
Project managers can spot trends in team productivity. Finance teams can better understand labor costs. Executives get clearer visibility into resource allocation.
And the best part? Once set up, the data refreshes automatically. No more stale reports or manual updates.
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 connected to your live Harvest data.
How to Import Uninvoiced Report from Harvest into Excel
Tracking unbilled time and expenses is crucial for service businesses. But jumping between Harvest and Excel creates friction.
What if your Uninvoiced Report data lived right in your spreadsheet? And updated automatically?
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your Harvest account
-
Step 3:
Select and import the Uninvoiced Report
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Step 4:
Set up auto-refresh to keep data current
Step-by-step guide to importing Harvest Uninvoiced Report
Step 1: Install Coefficient and connect to Harvest
First, add Coefficient to your Excel workflow:
- Insert Open Excel and click thetab
- Get Add-ins Selectfrom the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Add Clickto install
- Once installed, find Coefficient in your sidebar
Now connect to your Harvest account:
- Import from… Clickin the Coefficient sidebar
- Scroll to find Harvest in the connectors list
- Connect Clickand follow the authentication prompts
- Enter your Harvest credentials when prompted
Step 2: Import the Uninvoiced Report
With Harvest connected, let’s import your Uninvoiced Report:
- Reports Selectfrom the data type options
- Uninvoiced Report Find and click onfrom the list
- Choose your desired date range and any other filters
- Select the columns you want to import
- Import Clickto bring the data into your Excel sheet
Your Uninvoiced Report data now lives in Excel. You can format it, create pivot tables, or build custom calculations.
Step 3: Set up auto-refresh (optional)
Keep your data fresh without manual updates:
- Refresh Click thebutton next to your imported data
- Schedule Refresh Select
- Choose your preferred frequency (hourly, daily, weekly)
- Set specific times for updates
- Save Clickto activate automatic refreshes
Now your Uninvoiced Report will update automatically. No more manual exports or outdated data.
Available Harvest Data in Coefficient
Reports
- Uninvoiced Report
- Projects Time Report
- Team Time Report
- Clients Time Report
- Clients Expense Report
- Projects Expense Report
- Team Expense Report
Objects
- Invoices
- Clients
- Expenses
- Projects
- Client Contacts
Take control of your unbilled work
Tracking unbilled time and expenses is critical for service businesses. With Coefficient, you’ve now got a direct line to your Harvest Uninvoiced Report right in Excel.
No more manual exports. No more outdated data. Just live information that helps you make better decisions about client billing and cash flow.
The best part? This is just one of many Harvest reports you can bring into Excel. From time tracking to expense management, Coefficient bridges the gap between your time tracking system and your analysis tools.
Ready to streamline your billing process and get better visibility into unbilled work? Coefficient makes it simple to keep your finger on the pulse of billable hours.
Try Coefficient todayWant to see how much easier tracking unbilled work can be?and transform how you manage your Harvest data.
How to Import Team Expense Report from Harvest into Google Sheets
Tracking team expenses is vital. But jumping between Harvest and spreadsheets wastes time and creates data gaps.
What if your expense data flowed directly into Google Sheets? You could build custom reports, spot trends, and share insights instantly.
TLDR
-
Step 1:
Install Coefficient from Google Workspace Marketplace
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Step 2:
Connect your Harvest account
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Step 3:
Select Import from Reports and choose Team Expense Report
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Step 4:
Configure any filters and import the data
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Step 5:
Set up auto-refresh to keep your expense data current
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-on and connect it to your Harvest account.
- Open Google Sheets
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
- Scroll through the connectors and select “Harvest”
- Log in with your Harvest credentials when prompted
- Authorize Coefficient to access your Harvest data
Step 2: Import the Team Expense Report
Now that you’re connected, let’s import your Team Expense Report data.
- In the Coefficient sidebar, select “Import from Reports”
- Browse or search for “Team Expense Report”
- Configure any filters you need (date range, specific team members, etc.)
- Choose where in your spreadsheet you want the data to appear
- Click “Import” to bring your expense data into Google Sheets
Your Team Expense Report data will now populate in your Google Sheet. You can format it, create charts, or use formulas to analyze the data further.
Step 3: Set up auto-refresh (optional)
Keep your expense data fresh with automatic updates.
- In the Coefficient sidebar, click on the three dots next to your imported report
- Select “Refresh settings”
- Choose your preferred refresh schedule (hourly, daily, weekly)
- Optionally, set up Slack or email notifications for when data changes
- Click “Save” to activate your auto-refresh schedule
With auto-refresh enabled, your expense data will stay current without manual updates. This ensures your team always has the latest expense information for decision-making.
Available Harvest Data in Coefficient
Reports
- Uninvoiced Report
- Projects Time Report
- Team Time Report
- Clients Time Report
- Clients Expense Report
- Projects Expense Report
- Team Expense Report
Objects
- Invoices
- Clients
- Expenses
- Projects
- Client Contacts
Take control of your expense data
Importing your Harvest Team Expense Report into Google Sheets opens up powerful analysis possibilities. With live data connections, you can track spending trends, identify outliers, and make informed budget decisions.
The days of manual exports and outdated expense data are over. Coefficient bridges the gap between Harvest and Google Sheets, giving you real-time expense visibility.
Finance teams can create custom dashboards. Project managers can monitor budget adherence. Executives can get the big picture view they need.
Best of all, the data stays fresh with automatic updates. No more manual refreshes or wondering if you’re looking at current numbers.
Try Coefficient todayReady to transform how you track and analyze team expenses?and bring your Harvest expense data to life in Google Sheets.