How to Import Projects Time Report from Harvest into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Harvest Projects Time Report into Excel using Coefficient. Get real-time time tracking data for better project management and reporting.

Harvest integration

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Time tracking data is gold for project managers. But exporting Harvest reports manually is tedious and creates instantly outdated snapshots.

What if your Excel spreadsheets could tap directly into live Harvest data?

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Harvest account to Excel

  • Step 3:

    Import the Projects Time Report using Coefficient

  • Step 4:

    Set up auto-refresh to keep your data current

How to import Projects Time Report from Harvest into Excel

Follow these simple steps to get your Harvest time tracking data into Excel:

Step 1: Install Coefficient and connect to Harvest

  • Open Excel and navigate to the Insert tab
  • Click on “Get Add-ins” in the ribbon
  • Search for “Coefficient” in the Office Add-ins store
  • Click “Add” to install Coefficient
  • Once installed, open the Coefficient sidebar
  • Click “Import Data” to begin
Coefficient sidebar menu with import, export, automations, and AI
    Sheet Assistant options.

Now connect to your Harvest account:

  • Select “Harvest” from the list of available connectors
  • Enter your Harvest credentials when prompted
  • Authorize Coefficient to access your Harvest data
Finance and accounting connectors including
    QuickBooks, Xero, NetSuite, and Stripe.

Step 2: Import the Projects Time Report

  • In the Coefficient sidebar, select “Import from Reports”
  • Browse or search for “Projects Time Report”
  • Configure any filters you need (date range, specific projects, etc.)
  • Choose where in your spreadsheet you want the data to appear
  • Click “Import” to bring the data into Excel

Your Projects Time Report data will now populate your Excel spreadsheet. You can format and analyze it using Excel’s powerful tools.

Step 3: Set up auto-refresh (optional but recommended)

  • Click on any cell in your imported data
  • Open the Coefficient sidebar
  • Click “Set Refresh Schedule”
  • Choose your preferred frequency (hourly, daily, weekly)
  • Set specific times for the refresh to occur
  • Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly,
    and weekly scheduling.

With auto-refresh enabled, your Excel spreadsheet will always contain the most current Harvest time tracking data. No more manual exports!

Build powerful time tracking dashboards

Once your Harvest data is in Excel, you can:

  • Create pivot tables to analyze time spent by project, client, or team member
  • Build visualizations like charts and graphs to spot trends
  • Combine Harvest data with information from other sources
  • Set up custom calculations for billing and resource allocation

The live connection ensures your analysis is always based on current data, not outdated exports.

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

Importing Harvest’s Projects Time Report into Excel doesn’t have to be a manual chore. Coefficient creates a live bridge between your time tracking data and spreadsheets.

The result? Always-current dashboards that help you monitor project health, team utilization, and billing accuracy. No more CSV exports or outdated reports.

Time tracking insights become truly actionable when they’re fresh and accessible. With automatic refreshes, you’ll always have the latest data at your fingertips.

Project managers can focus on analysis instead of data wrangling. Finance teams get accurate billing information. And executives see the big picture of resource allocation.

Try Coefficient todayReady to transform how you work with Harvest time tracking data?and see how easy it can be to keep your Excel spreadsheets in sync with your Harvest reports.

Frequently Asked Questions

  • How to generate Projects Time Report in Harvest?

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    In Harvest, navigate to Reports > Time > Projects. Select your desired date range and filters to generate the report. You can view hours by project, task, or team member. With Coefficient, you can import this report directly into Excel with just a few clicks and keep it automatically updated.

  • How to automate importing Harvest Projects Time Report to Excel daily?

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    Manual imports waste time and create outdated snapshots. To automate:

    • Install Coefficient in Excel
    • Import your Projects Time Report
    • Click “Set Refresh Schedule”
    • Choose daily frequency and your preferred time
    • Save your settings

    Your report will update automatically every day.

  • How do I create a Harvest Projects Time Report in Excel?

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    Creating a Projects Time Report in Excel traditionally requires exporting CSV files from Harvest and manually formatting them. This process is time-consuming and creates static data. Coefficient streamlines this by creating a direct connection between Harvest and Excel, allowing you to import live data with just a few clicks.

  • How to send Harvest Projects Time Report by email automatically?

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    Sharing time tracking data manually is inefficient. Instead:

    • Import your Harvest data to Excel using Coefficient
    • Click “Schedule Report” in the Coefficient sidebar
    • Select email as your delivery method
    • Add recipients and set your schedule
    • Choose your preferred format (Excel, PDF, etc.)

    Recipients will receive fresh reports automatically.

  • How to send slack alerts about Projects Time Report data from Harvest?

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    Keeping teams informed about time tracking metrics is crucial. To set up Slack alerts:

    • Import your Harvest data using Coefficient
    • Click “Create Alert” in the sidebar
    • Set your trigger conditions (e.g., hours exceeding threshold)
    • Select Slack as your notification channel
    • Choose recipients and customize your message

    Coefficient will automatically notify your team when conditions are met.

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