How to Import Projects Data from Harvest into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Learn how to import Harvest Projects data into Google Sheets using Coefficient. Get real-time project data for better tracking, reporting, and decision-making.

Harvest integration

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Tracking project data is vital for business success. But manually exporting Harvest data wastes time and creates stale reports.

With Coefficient, you can pull live Harvest Projects data directly into Google Sheets. No more CSV exports or copy-pasting.

TLDR

  • Step 1:

    Install Coefficient from Google Workspace Marketplace

  • Step 2:

    Connect your Harvest account

  • Step 3:

    Select Import from Objects and choose Projects

  • Step 4:

    Configure your data and import

  • Step 5:

    Set up auto-refresh to keep data current

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-on and connect it to your Harvest account:

  1. Open your Google Sheet
  2. Extensions > Add-ons > Get add-ons Click on
  3. Search for “Coefficient” and install it from Google Workspace Marketplace
  4. Once installed, open Coefficient from the Extensions menu
  5. Import In the Coefficient sidebar, click
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
  1. Import from App Select
  2. Harvest Find and click onin the list of connectors
  3. Follow the authentication prompts to connect your Harvest account
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 2: Import Projects data from Harvest

Now that you’re connected, let’s import your Projects data:

  1. Import from Objects In the Coefficient sidebar, select
  2. Projects Choosefrom the list of available objects
  3. Select the fields you want to import (e.g., name, client, budget, status)
  4. Apply any filters if needed (optional)
  5. Choose where to place the data in your sheet
  6. Import Clickto bring your Projects data into Google Sheets

Your Harvest Projects data will now appear in your Google Sheet, ready for analysis and reporting.

Step 3: Set up auto-refresh (optional)

Keep your Projects data fresh with automatic updates:

  1. Click on any cell in your imported data
  2. Refresh Open the Coefficient sidebar and click
  3. Schedule Refresh Select
  4. Choose your preferred frequency (hourly, daily, weekly)
  5. Set specific times and days if needed
  6. Save Clickto activate your refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Now your Harvest Projects data will update automatically based on your schedule, ensuring you always have the latest information.

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 project data

Importing Harvest Projects data into Google Sheets doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your project data fresh and actionable.

This approach eliminates the tedious export-import cycle and ensures everyone on your team has access to the latest project information. No more stale data or version control issues.

The ability to analyze Harvest data alongside other business metrics in Google Sheets opens up powerful reporting possibilities. Track project profitability, resource allocation, and client relationships all in one place.

Plus, with automated refreshes and alerts, you’ll always stay on top of important project developments without constant manual checking.

Try Coefficient todayReady to streamline your project data workflow?and transform how you work with Harvest data in Google Sheets.

Frequently Asked Questions

  • How to get Projects from Harvest?

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    To get Projects from Harvest, you typically need to log into your Harvest account, navigate to the Projects section, and export the data manually as a CSV file.However, with Coefficient, you can import Projects directly into Google Sheets with just a few clicks. The data stays fresh with automatic updates, saving you time and ensuring accuracy.

  • How do I get a list of Projects in Harvest?

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    In Harvest, you can view your projects list by logging in and clicking on the Projects tab in the main navigation.For a more flexible way to work with this data, use Coefficient to import your Projects list directly into Google Sheets. This allows you to sort, filter, and analyze your projects alongside other business data.

  • How to automate importing Harvest Projects to Google Sheets daily?

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    1. Import your Harvest Projects data using Coefficient
    2. Click on any cell in your imported data
    3. Open Coefficient sidebar and select “Refresh”
    4. Choose “Schedule Refresh” and set to daily
    5. Select your preferred time and save

    Coefficient will now automatically update your Projects data every day at your specified time.

  • How do I download Projects data from Harvest?

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    Traditionally, you’d need to go to Harvest, navigate to Projects, and use their export function to download a CSV file.With Coefficient, you can skip the manual export process entirely. Simply connect Harvest to Google Sheets through Coefficient, select Projects data, and import it directly. The data remains connected to the source for easy refreshing.

  • How to send email alerts about Projects data from Harvest?

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    • Import your Harvest Projects data into Google Sheets using Coefficient
    • Open the Coefficient sidebar and select “Automations”
    • Choose “Email Report” or “Alert”
    • Configure your trigger conditions (e.g., when a project is over budget)
    • Set recipients and customize your message

    Coefficient will now monitor your data and send alerts when your specified conditions are met.

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