How to Import Clients Data from Harvest into Google Sheets

Time tracking data is gold. But locked in Harvest, it loses its shine.

Bringing your Clients data into Google Sheets opens new doors for analysis, reporting, and collaboration across teams.

Let’s get your Harvest client data flowing into spreadsheets where it belongs.

Step-by-step guide to importing Harvest Clients data

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.

1. Open Google Sheets
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. In the sidebar, click “Import Data”

Step 2: Select Harvest as your data source

Now, let’s connect to Harvest and select the Clients object.

1. In the Import Data menu, scroll to find Harvest under the Finance & Accounting section
2. Click on Harvest to select it as your data source
3. If this is your first time connecting, you’ll be prompted to authenticate your Harvest account
4. After connecting, select “Import from Objects”
5. Choose “Clients” from the list of available objects

Step 3: Configure and import your Clients data

With Harvest connected, you can now customize your data import.

1. Select the specific client fields you want to import (name, address, contact info, etc.)
2. Apply any filters if you only want specific clients (active, inactive, by date, etc.)
3. Choose where in your spreadsheet you want the data to appear
4. Click “Import” to bring your Harvest client data into Google Sheets

Step 4: Set up auto-refresh (optional)

Keep your client data fresh without manual updates.

1. Click on the “Auto-refresh” button in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly)
3. Set specific times for the refresh to occur
4. Click “Save” to activate automatic updates

What can you do with Harvest Clients data in Google Sheets?

Once your client data is in Google Sheets, the possibilities expand.

• Create custom client dashboards showing project status, hours billed, and outstanding invoices
• Build reports that combine client data with information from other systems
• Set up alerts for important client milestones or billing thresholds
• Share client insights with team members who don’t have Harvest access

The real power comes from combining this data with other sources. Mix client information with project timelines, team capacity, or financial data for complete business visibility.

Start working with live Harvest data today

Importing your Harvest Clients data into Google Sheets doesn’t have to be complicated. With Coefficient, you can create a live connection in minutes.

No more CSV exports. No more outdated information. Just real-time client data where you need it.

Your team can make better decisions with current client information at their fingertips. Project planning becomes more accurate when based on up-to-date client details.

Try Coefficient todayBest of all, the setup process is simple and the data stays fresh automatically. Ready to transform how you work with your Harvest client data?and experience the difference of having live Harvest data in your spreadsheets.