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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Time tracking data is gold for project managers and finance teams. But exporting Harvest time reports manually is a pain that leaves you with stale data.
What if you could get live Harvest time data in Excel? That’s where Coefficient comes in.
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 the Clients Time Report with a few clicks
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Step 4:
Set up auto-refresh to keep your time data current
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Step 5:
Use Excels tools to analyze and visualize your time tracking data
How to import Harvest Clients Time Report into Excel
Follow these simple steps to get your Harvest time tracking data into Excel.
Step 1: Install Coefficient and connect to Harvest
- Insert Open Excel and click on thetab
- Get Add-ins Clickin 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 Clients Time Report
- Harvest In the Import Data menu, find and selectfrom the list of connectors
- Connect If this is your first time, clickand follow the prompts to authorize Coefficient to access your Harvest account
- Import from Reports Once connected, select
- Clients Time Report Find and selectfrom the available reports
Step 3: Configure and import your data
- Choose the date range for your time data (Last 30 days, Last quarter, Custom range, etc.)
- Select any additional filters you need (specific clients, projects, team members)
- Next Clickto preview your data
- Select the cell where you want the data to appear in your spreadsheet
- Import Clickto bring the Clients Time Report into Excel
Keep your Harvest time data fresh with auto-refresh
Manual imports get old fast. Set up auto-refresh to keep your time data current.
- In the Coefficient sidebar, find your imported Harvest report
- Click the three dots menu (…) next to the report name
- Configure Refresh Select
- Choose your preferred schedule (hourly, daily, weekly)
- Save Clickto activate automatic refreshes
Now your Excel spreadsheet will always show the latest time tracking data from Harvest without manual exports or imports.
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
Time tracking data is only valuable when it’s accessible and current. With Coefficient, you’ve unlocked a direct pipeline from Harvest to Excel that keeps your time data fresh and actionable.
No more manual exports. No more outdated reports. Just live Harvest data right where you need it.
Your time reports now update automatically, giving you more time to focus on what matters: analyzing the data and making informed decisions about resource allocation and client billing.
Finance teams can create more accurate invoices. Project managers can better understand team capacity. And executives get clearer visibility into how time is spent across the organization.
Try Coefficient todayReady to transform how you work with Harvest time data?and see the difference live data makes.
Related Harvest Use Cases
How to Import Clients Data from Harvest into Google Sheets
Learn how to import Harvest Clients data into Google Sheets using Coefficient. Get real-time access to your client information for better project management and reporting.
How to Import Client Contacts Data from Harvest into Google Sheets
Learn how to seamlessly import Harvest Client Contacts data into Google Sheets using Coefficient for real-time access to your client information.
How to Import Clients Data from Harvest into Google Sheets
Learn how to import Harvest Clients data into Google Sheets using Coefficient. Get real-time access to your client information for better project management and reporting.
Frequently Asked Questions
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How to generate Clients Time Report in Harvest?
In Harvest, navigate to Reports > Time > Clients to generate a Clients Time Report. Select your date range and any filters you need. But why manually generate reports when Coefficient can pull this data directly into Excel? Connect once and get fresh data anytime without logging into Harvest.
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How to automate importing Harvest Clients Time Report to Excel daily?
Manual imports waste time and create version control issues. Here’s a better way:
- Import your Clients Time Report using Coefficient
- Click the three dots menu next to your import
- Select “Configure Refresh” and choose “Daily”
- Pick your preferred time and save
Coefficient handles the rest, refreshing your data automatically.
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How do I create a Harvest Clients Time Report in Excel?
Creating Harvest reports in Excel traditionally requires exporting CSVs and building formulas. This approach is time-consuming and error-prone. With Coefficient, you can:
- Import live data directly from Harvest
- Skip manual exports and imports
- Use Excel’s familiar tools on always-current data
The result? Better insights with less work.
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How to send Harvest Clients Time Report by email automatically?
Sending regular time reports helps keep stakeholders informed. Here’s how to automate it:
- Import your Clients Time Report to Excel using Coefficient
- Click “Automations” in the Coefficient sidebar
- Select “Email Report” and configure recipients
- Set your schedule (weekly, monthly, etc.)
Coefficient will send fresh reports automatically on schedule.
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How to send slack alerts about Clients Time Report data from Harvest?
Slack alerts keep teams informed without cluttering inboxes. To set them up:
- Import your Harvest time data using Coefficient
- Click “Automations” in the sidebar
- Select “Slack Alert” and connect your workspace
- Choose your channel and alert conditions
Coefficient will notify your team when time data meets your criteria.
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