How to Import Projects Data from Harvest into Excel

Managing project data in Excel gives you powerful analysis capabilities. But manually exporting Harvest data creates stale reports that quickly become outdated.

With Coefficient, you can pull live Projects data directly into Excel. This tutorial shows you how.

Step-by-step guide to importing Harvest Projects data

Step 1: Install Coefficient and connect to Harvest

First, you’ll need to install the Coefficient add-in and connect it to your Harvest account.

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it from the Office Add-ins store
5. Once installed, open the Coefficient sidebar
6. Click “Import Data”

Now connect to your Harvest account:

1. Select “Harvest” from the list of available connectors
2. Click “Connect”
3. Enter your Harvest credentials when prompted
4. Authorize Coefficient to access your Harvest data

Step 2: Import Projects data from Harvest

With your Harvest account connected, you can now import Projects data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Choose “Projects” from the list of available objects
3. Select the fields you want to import (e.g., Project Name, Client, Budget, Status)
4. Apply any filters if needed (e.g., only active projects)
5. Click “Import” to bring the data into your Excel spreadsheet

Your Harvest Projects data will now appear in your Excel worksheet. You can format and analyze this data using Excel’s powerful features.

Step 3: Set up auto-refresh for your Harvest data

Keep your Projects data fresh with Coefficient’s auto-refresh feature:

1. In the Coefficient sidebar, click on the imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set the specific time for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Now your Harvest Projects data will automatically update according to your schedule, ensuring you always have the most current information for analysis and reporting.

Take control of your Harvest data

Importing Projects data from Harvest into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your data fresh and accurate.

The ability to filter, customize, and automatically refresh your Harvest data gives you unprecedented control over your project analytics. No more stale exports or manual data entry.

Teams using this approach report significant time savings and more accurate reporting. They’re able to make faster, more informed decisions about resource allocation and project profitability.

Plus, with Coefficient’s automation features, you can set up alerts and scheduled reports to keep stakeholders informed without lifting a finger.

Try Coefficient todayReady to transform how you work with Harvest data?and experience the difference that live, automated data can make for your project management.