How to Import Client Contacts Data from Harvest into Excel

Managing client contacts in Harvest is essential for project tracking and billing. But what if you need that data in Excel for deeper analysis?

Stop the manual exports. Start using live data instead.

This guide shows you how to bring Harvest client contact data directly into Excel with just a few clicks.

Step-by-step guide to importing Harvest Client Contacts

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, open the Coefficient sidebar
6. Click “Import Data”

Step 2: Select Harvest as your data source

Now, connect to Harvest and select the Client Contacts object:

1. In the Coefficient sidebar, find and select “Harvest” from the list of connectors
2. Log in with your Harvest credentials when prompted
3. Choose “Import from Objects” (not Reports)
4. Select “Client Contacts” from the list of available objects

Step 3: Configure and import your data

Next, customize what data you want to bring in:

1. Select the specific fields you want to import (name, email, phone, etc.)
2. Apply any filters if needed (e.g., only contacts from active clients)
3. Choose where in your spreadsheet you want the data to appear
4. Click “Import” to bring the data into Excel

Step 4: Set up auto-refresh (optional)

Keep your client contact data fresh without manual updates:

1. Click on the imported data in your spreadsheet
2. In the Coefficient sidebar, 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 automatic updates

Working with your imported Harvest data

Once your client contacts are in Excel, you can:

• Create pivot tables to analyze client distribution
• Build custom dashboards combining contact info with project data
• Set up conditional formatting to highlight key contacts
• Share insights with your team through Excel’s collaboration features

The best part? Your data stays fresh with Coefficient’s auto-refresh capability.

Take control of your Harvest data

Importing Client Contacts from Harvest into Excel doesn’t have to be a manual chore. With Coefficient, you get live data that updates automatically.

This approach saves time and ensures everyone works with the most current information. No more outdated exports or manual data entry.

Your client relationships are too important to manage with stale data. Real-time access means better communication, more informed decisions, and improved client management.

The best part? Setting this up takes minutes, not hours. And once it’s done, your data flows automatically.

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