How to Import Clients Expense Report from Harvest into 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 No more manual exports or outdated information.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.