How to Import Team Expense Report from Harvest into Excel

Tracking team expenses is crucial for project profitability and budget management. But manually exporting Harvest expense data is time-consuming and error-prone.

With Coefficient, you can import your Team Expense Report directly into Excel and keep it updated automatically.

Step-by-step guide to importing Harvest Team Expense Report

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
5. Once installed, click the Coefficient icon in your Excel ribbon
6. In the sidebar that appears, click “Import Data”

Now connect to your Harvest account:

1. Select “Harvest” from the list of available connectors
2. Sign in with your Harvest credentials when prompted
3. Authorize Coefficient to access your Harvest data

Step 2: Import the Team Expense Report

With Harvest connected, you can now import your Team Expense Report:

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Team Expense Report”
3. Configure any filters you need (date range, team members, projects, etc.)
4. Choose where in your spreadsheet you want the data to appear
5. Click “Import” to bring the data into Excel

Your Team Expense Report data will now populate your Excel spreadsheet with all expense entries, categories, amounts, dates, and team member information.

Step 3: Set up auto-refresh (optional)

Keep your expense data fresh without manual updates:

1. Click on any cell in your imported data
2. Open the Coefficient sidebar
3. Click “Set Refresh Schedule”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Set specific times or days for the refresh to occur
6. Click “Save” to activate the schedule

Now your Team Expense Report will update automatically according to your schedule, ensuring you always have the latest expense data for analysis and reporting.

Start analyzing your team expenses today

Importing your Harvest Team Expense Report into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your expense data fresh and accurate.

This approach saves hours of manual work each month while providing deeper insights into your team’s spending patterns. You’ll spot trends faster, identify budget issues earlier, and make more informed decisions.

The best part? Once set up, your expense reports will update automatically on your schedule. No more CSV exports or manual data entry.

Finance teams can focus on analysis rather than data gathering. Project managers can track expenses in real-time. And executives get accurate spending reports without waiting for manual updates.

Try CoefficientReady to streamline your expense tracking?today and transform how you manage Harvest expense data in Excel.