How to Import Clients Data from Harvest into Excel

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 But manual exports waste time and quickly become outdated.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.