How to Import Harvest Invoice Data into Excel

Tracking invoices is crucial for managing cash flow. But exporting Harvest invoice data manually is tedious and error-prone.

What if you could have live Harvest invoice data in Excel? With the right tool, you can.

Step-by-step guide to importing Harvest invoices into Excel

Step 1: Install Coefficient and connect to Harvest

First, add Coefficient to your Excel workbook. Open Excel and navigate to the Insert tab. Click “Get Add-ins” and search for Coefficient in the Office Add-ins store.

After installation, open the Coefficient sidebar. Click “Import Data” to begin connecting to your Harvest account.

Select Harvest from the list of available connectors. You’ll be prompted to log in to your Harvest account and authorize Coefficient to access your data.

Step 2: Import invoice data

Once connected, you’ll see two options: “Import from Reports” and “Import from Objects.” Since we want to import invoice data, select “Import from Objects.”

From the list of available objects, select “Invoices.” You’ll see all available invoice fields that can be imported.

Choose the fields you need for your analysis. Common invoice fields include:

• Invoice number
• Client name
• Issue date
• Due date
• Amount
• Status (paid, unpaid, draft)

Apply any filters to narrow down the data. For example, you might want to import only unpaid invoices or invoices from a specific time period.

Click “Import” to bring the data into your Excel worksheet.

Step 3: Set up auto-refresh (optional)

Keep your invoice data fresh with auto-refresh. Click the “⟳” icon next to your imported data and select “Schedule Refresh.”

Choose how often you want the data to update:

• Hourly: For real-time invoice tracking
• Daily: For regular financial reporting
• Weekly: For periodic reviews
• Monthly: For month-end reconciliation

You can also set up Slack or email notifications to alert your team when new invoices are created or when payment statuses change.

Building powerful invoice reports in Excel

With your Harvest invoice data in Excel, you can create powerful financial reports:

• Aging reports to track overdue invoices
• Cash flow forecasts based on due dates
• Client payment performance analysis
• Monthly/quarterly revenue summaries

Use Excel’s native features like PivotTables, charts, and conditional formatting to visualize your invoice data and gain insights.

Take control of your Harvest invoice data

Managing invoices in Harvest is just the beginning. By importing your invoice data into Excel with Coefficient, you unlock powerful analysis capabilities.

No more manual exports or outdated information. Your invoice data stays fresh with automated syncing. Build custom reports that give you insights into cash flow, client payment patterns, and revenue trends.

Financial teams save hours each week by automating these processes. The data accuracy improves, and decision-making becomes faster and more confident.

Plus, with Coefficient’s two-way sync, you can update invoice information in Excel and push it back to Harvest. This creates a seamless workflow between your financial data and analysis tools.

Try Coefficient todayReady to transform how you work with Harvest invoice data?and experience the difference that live, connected data makes.